Issue

The purpose of this document is to describe the Delegation of Authority (DOA) feature as it exists across the following platforms: SAP SuccessFactors, SAP Ariba, Salesforce, and Icertis. It outlines how each system implements DOA, including its core functionality, configuration options, limitations, and use cases.

Recommendation

Recommended approach is option A, i.e., DOA matrix and Framework in S4 HANA. This will help to have centralized DOA maintenance. 

Background & Context

Financial delegation of authority (DOA) is the process of assigning specific financial decision-making powers to individuals or groups within an organization. It defines who can approve transactions like expenditures, contracts, and budget allocations, along with their approval limits. DOA helps manage financial risks by controlling the size of commitments lower-level management can make on behalf of the organization.

The following transaction type will be subject to DOA approval.

Assumptions

The DOA matrix will be governed by the executive leadership team and the approved group controller or designate.

Employee Organization data will be used to determine DOA Approval. 

Constraints

 N/A

Impacts

Business Rules

Approval Process Principles

1. Approval Basis

   • Approval decisions are determined by the Master data object, like cost centre, WBS, and Business Partner, in the document requiring approval.

2. Final Approver

   • Each approval workflow task is routed directly to the Final approver identified in the Delegation of Authority (DOA) matrix.

   • The Final approver must be authorized to approve the entire transactional value within the relevant organizational boundary.

3. Single-Step Approval

   • The process will follow a single-step approval approach.

   • No multi-step approvals will be implemented to minimize potential delays.

4. Vacant Position Escalation

   • If the designated approver position is vacant, the system will automatically escalate the task to the next higher filled position in the organizational hierarchy.

5. Eligible Approvers

   • The approver may be:

     • A permanent Syensqo employee, or

     • A contingent worker, provided they are officially appointed to the relevant position in SAP SuccessFactors.

6. Task Centre
   • BTP Task Centre will be the central Inbox for all approvals from S4 Hana, Ariba, iCertis and Salesforce.

Options considered

Option A: DOA matrix and Framework in S4 HANA

To be created in S/4HANA as table and custom interfaces. Org hierarchy and user details are available (via HR master data sync from SF to S/4HANA).

Reference Technical Architecture would following. 

Option B: DOA matrix and Framework in BTP

To be created in BTP BPA as business rule and CAP services to interface. Employee Data and Organization hierarchy data need to retrieved from Success factors. 

Reference Technical Architecture would following. 

Option C: DOA matrix and Framework in respective cloud applications 

DOA Table and Framework to be created in each system. Employee and Organisation need to be interfaced to all the relevant cloud application. 

Evaluation

See also

Change log