Status in Sales Documents
Definition
Overall value determined by the system from a particular number of characteristics with a numerical value.
The attributes that this overall value can have are described as status levels. The following status levels are available:
Cancelled (logically deleted)
10: Created incompletely
20: Complete, reserved
30: Complete, fixed posting, still to be released
40: Complete, fixed posting, released, modifiable
50: Complete, released, partially processed
60: Processing complete, no longer modifiable
99: Initial value
Use
A sales document is not a statistical object. A sales document has its own lifecycle. This usually begins with the creation of a document item and ends with billing of a billing dataset.
Status levels describe the processing status of a document item and determine the activities that you must perform during document processing to allow the system to perform production, billing and settlement for the document item.
Example
You can only grant a sales agent commission if the sales agent assignment has reached status level
40, Complete, fixed posting, released, modifiable
.
The system determines a status to describe the processing status of a document item for the following sales document objects:
Document item
Sub-item
Schedule line
Billing dataset
Ad spec
Sales agent assignment
If you change the data in a sales document object, this can affect the attributes of a status characteristic. If the attributes of a status characteristic change, this can affect the status levels of the sales document object.
Example
The system selects the
Generate sched.lines
status characteristic in the item status for an ad item. The user checks whether booking units, content components and dates have been entered correctly and amends any incorrect entries. The system generates new schedule lines for the ad item. The
Generate sched.lines
status characteristic is no longer selected in the item status. The numerical value of the status characteristic changes. The item status changes if the numerical value of the
Generate sched.lines
status characteristic was the lowest value.
The status levels of sales document objects increase during order processing until an order is completed and a document item has reached status level
60, Processing complete, no longer
modifiable
.
If a sales document object has reached status
60
, you can no longer make entries or perform functions in this object and all dependent sales document objects that do not have an individual status.
Example
If an ad item has reached status
60 processing complete, no longer modifiable,
you can not enter box numbers, advertisers, contracts, responses or cancellations for this item.
Structure
The numerical value of a status level corresponds to the value of the status characteristic with the lowest value.
Characteristic |
Characteristic attribute |
Characteristic selected |
Characteristic not selected |
Numerical value |
Status level |
M1 |
Selected |
60 |
10 |
60 |
|
M2 |
Not selected |
20 |
30 |
30 |
30 |
M3 |
Selected |
40 |
50 |
40 |
To highlight the status of a sales document object in document processing, you can assign a symbol such as a red, yellow or green traffic light to each status level.
The system assigns symbols to status levels as follows in Customizing:
Define |
Menu path |
Assign symbols to status levels |
|
Integration
Status evaluations of the order lists allow you to determine document items, schedule lines, billing datasets and ad specs using status levels and status characteristics, such as all ad items with incomplete ad specs.
See also: Evaluation of Status
Output control allows you to control processing of document items, schedule lines, billing datasets and ad specs using status levels. You can for example forward a document item that has been created completely but has not been reserved to the next user for release.