Status management 

Use

Status management is used in the R/3 System to control commercial transactions. This is effected by the allocation of one or more statuses to an object. Commercial transactions in Funds Management are controlled by the assignment of one or more statuses to a master data object (funds center, commitment item, fund). A status can permit or forbid a commercial transaction, or have no effect on it. The system distinguishes between system statuses and user statuses.

System and User Statuses

All commercial transactions are predefined in the SAP System and grouped into three system statuses.

There is always one system status in effect, determining which transactions are allowed and which are forbidden. However, you can complement it with one or more user statuses. You use a user status to impose limits additional to those imposed by the system status.

The permitted transactions are, therefore, those permitted by the system status, less those blocked by the user status.

Prerequisites

Status management must be active.

To activate status management, you must define a status profile for your FM area. You do this in the Funds Management IMG. The system we deliver contains status profile FM000001. You also define the status profiles in Customizing, which limit the system status defined by SAP according to your chosen user status. If there is no status profile for an FM area, status management is not active and all transactions are allowed.

For more information, see the Status Management step in the Funds Management IMG.

Features

You can set the following statuses per fiscal year in an FM area:

Funds center: Y / Commitment item: 1 / Fund: A

Funds center * / Commitment item * / Fund *

Funds center: * /Commitment item: 1 / Fund: *

You can set more than one user status for a master data object.

The business transactions in Funds Management, such as budgeting, budget supplement, and budget return, are not checked by status management. These transactions are always allowed. Use this link to view more information on Which Statuses Allow Which Transactions?..

Activities

If system status is active, the system only carries out a transaction if:

A status is set or active if it is in use now. It is inactive if either it was never active or it was once active, but has since been deactivated.

You can set more than one status for a master data object.

A budget structure has system status Released which permits the transaction "G/L account posting". At the same time, you assign the user status "Lock G/L account posting" to the same element. The transaction is thus forbidden, as one active status forbids it, though another permits it.

 

For information on the status entry checks, read Checking Status Entries.