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How to turn off the new S/4 HANA Bank account creation workflow

How to turn off the new S/4 HANA Bank account creation workflow

  • Posted by: Adrian
  • Category: Bank Account management, Bank workflow, Banking
Within all the changes that SAP has done on the Banking area within S/4 HANA, SAP has introduced a workflow that gets triggered every time that a new Bank Account has been created. This is meant for people to approve the Bank Account before it becomes active and ready to be used in the configuration.

Personally I do not see a usage for this functionality for small or medium companies. Maybe there is something that could be useful for really large companies that could have accounts created on a constant basis, but still after that if you want to fully manage that account and issue payments with it; you still need to do quite some configuration to have it working.

In this step we will deactivate the Bank creation workflow that comes now as a new functionality in S/4 that every time you create a new bank account it triggers a workflow that will go for approval before you are able to continue your config for the new bank account.

*** This is a one time setup and it is not needed to be re-done in the future ***

Deactivate “Linkage Activated”

This way when a new Bank Account is created in the Manage Bank Account NWBC App, the workflow will not get triggered. If you do not do that, once you create accounts they will go through a workflow and most likely you will not know who or where it is to be approved. You will have to end up going as WF Admin and force the approval.

If your Company and/or Project needs to implement this or any of the functionalities described in my Blog, do not hesitate to reach out to me and I will be happy to provide you my services.

Author: Adrian

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