Status Overview 

Use

The Status overview function enables you to view important status information about sales documents at header and item level at one glance.

Features

Status overview is available for all sales documents in the Environment menu. To provide a clear overview of all the status information regarding the header and items, the status overview has been designed as a multi-level hierarchy tree.

The first information you see is the most important up-to-date status at header and item level. From here you can branch into more detailed status information for the header and item as well as additional information about the document. You can obtain more detailed information by expanding the nodes in the hierarchy.

The system takes all the relevant statuses for a business process and determines the most important status information at the time for the initial screen dynamically. Examples of an important status could be the last status change to a document or the most important status according to document type or an item category that has not yet been changed. The type of status information that is important depends on the document type, item category and schedule line category.

The following table illustrates examples of which document statuses are important depending on document type and item category:

Document Type/Item Category

Examples of Relevant Status

Quotation, contract

Reference status

Returns

Delivered, billed

Credit/Debit memo

Blocked for billing, rejected, billed

Sales order (standard item)

Confirmed, delivered, billed

Sales order (individual purchase order)

Ordered, order confirmed, goods receipt posted, delivered

Sales order (third-party item)

Ordered, order confirmed, invoice receipt

Free-of-charge item

Delivery status

Make-to-order production

Confirmed, billed

 

The system uses the document types together with item and/or schedule line categories to determine a chronological sequence (order, delivery, billing) of the statuses that are relevant for display.

When you call up the status information, the system then displays the most important status. Parameters such as those for delivery relevance, billing relevance, requirements type, purchase order type, and completion rule control whether status information is relevant for display.