Work Instruction
Functional Area: Personnel Administration / Process Recurring Payments via PCR
Purpose
Use this procedure to process a recurring payment.
Trigger
Perform this procedure when a PCR is received from a Department for processing of a Recurring Payment.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
  • Select Office Workplace to go to the Business Workplaceof XXXX XXXX screen.
Transaction Code
SBWP
Business Process Information
This transaction is used to process a recurring payment.
Helpful Hints
  • The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
  • On certain screens you may have to scroll to view some data entry fields.

Work Instruction
Functional Area: Personnel Administration / Process Recurring Payments via PCR
Procedure
1. / Start the transaction using the menu path or transaction code.
Business Workplace of XXXX XXXX

2. / Click to the left of Inbox.
Business Workplace of XXXX XXXX (2)

3. / Click on Workflow X.
Business Workplace of XXXX XXXX (3)

4. / Click on the appropriate PCR line item (Request for Recurring Payment).
5. / Click .
Change Notification: PCR with Approval

6. / Click .
Change Notification: PCR with Approval (2)

7. / Click the tab.
Change Notification: PCR with Approval (3)

8. / Scroll to the bottom of the screen.
Change Notification: PCR with Approval (4)

9. / Click .
Security Alert

10. / Click .
SAP Enterprise Portal 6.0 - Microsoft Internet Explorer

11. / Click to maximize the window.
Comments

12. / Review the displayed information.
/ This is the screen the PCR Initiator completed.
/ Comments entered from the PCR Initiator and/or the PCR Approver are displayed in the Old Comments: section.
13. / Click .
Change Notification: PCR with Approval (5)

14. / Click on Change Master Data (PA30) located on the right side of the screen.
Create Recurring Payments/Deductions (0014)

15. / Review the displayed information.
16. / Click .
Cost Assignment Defaults

17. / Review the displayed information.
18. / Click .
Create Recurring Payments/Deductions (0014) (2)

19. / Click .
Change Notification: PCR with Approval (6)

20. / Click to complete the PCR.
/ The system displays the message, “Personnel action performed successfully.”
Complete

21. / Click .
Business Workplace of XXXX XXXX (4)

22. / Click to refresh the screen.
/ The system displays the message, “Notification XXXX completed.”
Business Workplace of XXXX XXXX (5)

23. / Click until you return to the SAP Easy Access screen.
/ The PCR just processed is automatically removed from the Workflow list.
24. / You have completed this transaction.
9/18/2017
Ver: / 40_PA_SBWP_Pro Recur Pay PCR_PA2_0.udc
© University of Cincinnati / 1/17
Work Instruction
Functional Area: Personnel Administration / Process Recurring Payments via PCR
Result
You have processed a request for a recurring payment PCR.
Comments
None
9/18/2017
Ver: / 40_PA_SBWP_Pro Recur Pay PCR_PA2_0.udc
© University of Cincinnati / 1/17