Entering content frameProcedure documentationChanging the Status of Active Financial Documents  Locate the document in its SAP Library structure

Use

Once you activate a financial document by setting its status to D ('Document is available and can be used'), you cannot change its status back to A, B, or C even if you have not yet saved the financial document. When the document's status is D, users can assign it to sales orders.

If you temporarily do not want users to be able to assign the financial document to sales orders, set its status to E ('Change in document has been submitted'). Setting its status to E blocks the document from being assigned but still allows you to save the document's data.

Note

By changing a financial document's status to E (Change in document has been submitted), you can make more changes to the document than when it has status D (Document is available and can be used). For example, when a financial document has status D, you cannot edit the document's value or validity end date. When its status is E, you can edit this information.

For more information on statuses, see Setting the Status of Financial Documents.

Prerequisites

This procedure assumes you assigned the financial document status D and already saved it. If you are in the process of creating a financial document and set its status incorrectly as D, you can exit the financial document without saving the data. If, however, you do not want to lose the data, first change its status to E and then save the financial document. Later you can access the financial document again and change its status back to D.

Procedure

  1. Go to the Cockpit for Documentary Payments.
  2. In the Financial doc. no. field, enter the number of the financial document you want to deactivate and choose Maintain financial documents.
  3. On the Status tab, select status E.
  4. Select the reason for the change in the Financial document status dialog box and choose Continue.
  5. Save the financial document.

The financial document is now blocked. It cannot be assigned to a sales order until you change its status to back to D.

Note

To make the financial document available for use in the system again, access the document in change mode. Then change its status to D and save the document.

See also:

Maintenance of Financial Documents

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