Status management can be called up in the Consolidation menu under each of the following: Indiv.Fin.Stmts./Translation/Posting.
You must specify the subgroup, year, period and version on the request screen . At this point, you can select an individual company within the subgroup. The selection is displayed including the name of the selected company on the request screen.

Status management distinguishes between the areas data entry, translation and subgroup.

All status management actions can be carried out on the request screen in change mode. These actions are as follows:

• In the Data Entry area you can

1. Data Entry

Data Entry includes both the entry of individual FS data and the standardizing entries. You can perform these steps first without an activity within Status Management.

When you have completed data entry, you must run a validation check for the local currency values. The number of errors in this validation check is displayed on the Status Management detail screen in a separate data entry column. The validation check must be run without errors before data entry can be blocked. For more details on validation checks for local currency values, please refer to Validation Checks.

Standardizing entries can be made until data entry is blocked.

A number of companies require that the program for calculating retained earnings to be run. The detail screen of the Status Management displays the progress of this program. Companies with the following data transfer methods are affected:

– realtime update from FI

– rollup

– periodic extract from the R/2 system

Data entry for these companies can only be blocked if the program has been run.

After running the validation check and, if necessary, performing a calculation of retained earnings, you can block data entry. Once data entry is blocked you can no longer enter individual FS data or make standardizing entries. If you try to do this, an error message is displayed. You must unblock data entry again if you wish to make supplementary data entry or standardizing entries. All subsequent actions will be reset in the process after you confirm this.

Some data entry forms continue to allow entry using the blocking indicator within the definition of data entry forms. These forms are an exception to data entry blocking. Such subsequent entry is particularly necessary for updating various tables for the consolidation of investments and elimination of IC profit and loss.

2. Translation

A distinction is made between two types of translation: provisional and actual. Translation is "provisional" when data entry has not yet been blocked. The translated values are updated on the totals table, however translation cannot be blocked in Status Management. The provisional translation is therefore ignored by Status Management. (See also Consolidation Status, section "Currency Translation".)

When data entry is blocked, "actual" translation is possible. The Status Management detail screen displays the translation performed. Following currency translation, a validation check must be run for group currency values. Any errors that occur are displayed in a separate column. A validation check must be run without errors before translation can be blocked.

The following exceptions apply to companies whose local currency coincides with the group currency:

– If the group currency equals the ledger currency, currency translation is automatically blocked when data entry is blocked. The Translation fields do not apply to these companies on the detail screen.

However, this does not apply to those companies that are proportionally included in the consolidated financial statements. (For more information, please see Proportional Consolidation, section "Currency Translation".)

Assuming currency translation is not necessary for any company within the subgroup, the entire Translation function block is inapplicable.

– When the group currency does not equal the ledger currency, then you are dealing with a local currency group In this case, currency translation would not be necessary because data entry and consolidation entries are done in local currency. The status management task of blocking currency translation, however, is not done at the subgroup level, but instead for each company. Since one assumes that the company also can belong to another subgroup, which is not a local currency group, Status Management requires a currency translation run. Consequently, currency translation is not automatically blocked.

3. Subgroup

You can make selections under View or by clicking the corresponding pushbutton.