Status for Personal Financial Statements

Listed below are the possible statuses of a personal financial statement.

Status	Possible Status Changes	More Information
In Preparation	In Preparation to Declared In Preparation to Cancelled	This is the initial status of a personal financial statement after its creation. You can repeatedly save a personal financial statement with this status as you change and enhance the personal financial statement data provided.
Declared	Declared to Cancelled	After you have entered the required details for the personal financial statement, you can set the status to Declared. This also represents the formal signature of the personal financial statement document. Therefore, when you set the status to Declared, you must also enter the declaration date. The formal signature of the personal financial statement document, confirms that the data given is correct for the specified date. You cannot edit personal financial statements with the statusDeclared. Only status changes are possible. Note If you need to make changes after the declaration you must decide if you can reuse an old personal financial statement of the business partner or create a new document. End of the note.
Cancelled	Not applicable	This is the final status of a personal financial statement. You can set the Cancelled status for personal financial statements that were in the In Preparation status or the Declared status. You set the Cancelled status for personal financial statements that are no longer required. You cannot change personal financial statements with the statusCancelled. You can archive personal financial statements with this status. For more information, see Archiving Personal Financial Statements with CRM_FS_PFS.

Status

Possible Status Changes

More Information

In Preparation

In Preparation to Declared
In Preparation to Cancelled

This is the initial status of a personal financial statement after its creation. You can repeatedly save a personal financial statement with this status as you change and enhance the personal financial statement data provided.

Declared

Declared to Cancelled

After you have entered the required details for the personal financial statement, you can set the status to Declared. This also represents the formal signature of the personal financial statement document. Therefore, when you set the status to Declared, you must also enter the declaration date.

The formal signature of the personal financial statement document, confirms that the data given is correct for the specified date.

You cannot edit personal financial statements with the statusDeclared. Only status changes are possible.

Note Note

If you need to make changes after the declaration you must decide if you can reuse an old personal financial statement of the business partner or create a new document.

End of the note.

Cancelled

Not applicable

This is the final status of a personal financial statement. You can set the Cancelled status for personal financial statements that were in the In Preparation status or the Declared status. You set the Cancelled status for personal financial statements that are no longer required. You cannot change personal financial statements with the statusCancelled.

You can archive personal financial statements with this status.

For more information, see Archiving Personal Financial Statements with CRM_FS_PFS.

Note Note

You can use the BAdI: PFS Status Checks to implement your own checks for the status transitions in a personal financial statement. In particular, you can implement checks for the new status after the status transition. For more information, see Customizing for Account Origination under Start of the navigation path Personal Financial Statement Next navigation step Status Management BAdI: PFS Status Checks End of the navigation path .

End of the note.

To use this function, you must activate the business function CRM-FS, Guided Loan Origination Process (CRM_FS_NBRNWL_1).