Status Maintenance and Display in Business Transactions (SAP Library)

Status Maintenance and Display in Business Transactions

Use

In the business transaction, you can display and, if applicable, change the system status and/or the user status for the entire transaction or for individual items with an object status at both header and item level. The following rule applies: A user status can basically be changed, whereas a system status can only be changed if the system allows it. You can, for example, set Do not distribute until your document is ready to be transferred into subsequent systems.

Information is displayed for the status at header level on the General tab page. From here, you can branch to the Status tab page.

The Status column is available in the item overview, in which the corresponding status of the item is displayed.

Detailed information on the status is also available in the item detail on the Status tab page.

Note

The functions explained here are not available in all business transactions.

Prerequisites

If you want to display and maintain the user statuses, you need to have maintained a status profile and assigned it to the relevant transaction types and item categories. To do this, go into Customizing and choose Customer Relationship Management ® Transactions ® Basic Settings ® Status Management. Make the assignments in the activities Define Transaction Types and Define Item Categories.

Features

Setting and deleting status

The menus for setting and deleting status that are displayed when you press the corresponding pushbuttons, always reflect the current document situation. However, the system only displays the statuses for setting that can actually be set, with reference to the current transaction status. If none of the statuses can be set, the Set status pushbutton is not active. Likewise, the system only displays the statuses for deleting that can currently be deleted. If none of the statuses can be deleted, the Reset status pushbutton is inactive.

Help for individual statuses

The "Help" symbol in the status line indicates whether documentation is available for this system status. Click on the symbol to read this documentation.

Status analysis

If you are responsible for the system and, in order to analyze a problem, you want to know in detail why the system does not display a specific status for setting, for example, you can press the Status analysis pushbutton to call up a technical analysis function.

Functions at header level

You have maintained a status profile: in the first field, you see the user statuses that are valid with a status number; in the second field, you see the user statuses without a status number. The system statuses are displayed separately from the user statuses.

You have not maintained a status profile: Only the system statuses are displayed.

The statuses that are not active are displayed for selection in the list box. During selection, the corresponding system status is executed according to the settings in the control table.

The detail view for the status is available on the Status tab page. The tab page is split into the following sections:

R/3 transfer and R/3 status: distribution status into the OLTP R/3 system and further statuses for the transaction in the R/3 system

System status / user status: detail view of the individual status area with the option of setting and resetting the status

Total item status: overview of statuses at item level, such as inquiry, quotation, rejection and block status. The individual status lines are only shown if they are relevant for this transaction type

Block / reject all items: billing block / rejection for all items, as a type of "fast set" for flags at item level

Functions at item level

Distribution status: status for forwarding document into the OLTP R/3 system

System status / user status: you can set and reset statuses with certain restrictions

Block / reason for rejection: you can reject an item or set a billing block. You must enter a reason for both cases. You can also set a delivery block and credit block