Processing Worklists for Reports 

Prerequisites

Procedure

  1. In the R/3 main menu, choose Logistics ® Material management ® Product safety.

    2. Depending on the status you want to process, you can choose the following paths in the R/3 Product Safety menu.

    Path

    For reports with

    Reports ® Edit reports ® General

    Any status

    Reports ® Edit reports ® Validate

    Status RR (report request)

    Status GW (generated with warning)

    Status SE (system error)

    Status GF (generation failed)

     

    Reports ® Edit reports ® Release

     

    Reports versions are created when the status is reset from CO ® RE.

     

    Selected status

    GS (generation successful)

    R1 (release 1)

    CO (complete)

     

     

    Reports ® Edit reports ® Version

    CO (complete)

    Reports ® Edit reports ® Set to historical

    RE (released)

    The Report Management: Initial Screen appears.

  2. Enter your search criteria.

You can

The status of the report directly after it has been generated depends on the generation variant indicators:

See: Generation Variant Indicator

  1. Choose Report ® Navigation ® Report tree.

If the R/3 System finds one or more reports that correspond to your search criteria, the Report Management: Report Tree screen appears.

If you have entered a material as search criteria, the material view appears. Otherwise, the substance view appears.

You can use additional functions within substance management.

See: Processing Additional Functions in Report Management

  1. Use the following functions to set the report to the corresponding subsequent status.

If errors occur after you have carried out the functions, the corresponding reports are marked with an error icon. For further information, choose the error icon.

 

Status

Function

RR

Generate

You execute this function for manually generated report requests if the Manual report requests gen. automatically indicator is not set. Automatically generated report requests are generated by the R/3 System itself.

If the report requests are generated correctly, the report is set to the initial release status via status GP (generation possible) and GS (generation successful). You define the initial release status in the generation variant header.

If errors occur during generation, the system assigns SE (system error) or GF (generation failed) as subsequent status. After you have corrected the errors, you can choose Generate once again.

To monitor the generation, call the WWI monitor. See: Displaying the WWI Monitor

If phrases for a report to be generated do not exist in the report language, the R/3 System sets the report to status GW (generated with warning). The phrases are displayed in the report as keys only.

Reports with status GW can be processed as normal.

 

GS

Accept => R1 (or Initial release status)

You can bypass release status R1, R2,..., if you define the status CO (complete) or RE (released) as initial release status in the generation variant header (see Releasing Reports).

 

R1

Accept => R2, etc.

R2, etc.

Accept => CO or RE

You can bypass status CO if you do not set the Version requirement indicator in the generation variant header. The subsequent status is then RE.

 

CO

Accept => RE

You can send released reports from the Report Information System (see Report Information System and Report Shipping).

The version of the report with status RE depends on whether you have set the Version requirement indicator (see Versioning Reports).

 

RE

Historical => HI

The report is converted to status HI automatically if the Set historical automatically indicator is set and a report for the same substance, generation variant, and language is generated subsequently with status RE.

If you set the currently released report to historical and there is no newly released report, there can be no report shipping for this substance, language, and generation variant for the time being.

If report shipping is triggered again automatically, the R/3 System creates a new report request. For manual report shipping, you must generate the report request manually.