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Function documentationStatus Management

 

The current status of a marketing project (or the combination of all statuses) determines which business transactions can be executed for that marketing project. The current processing status of a marketing project is defined by the status management. Statuses can be set by the system or by a user.

Prerequisites

You can define user statuses if you want to control when particular business transactions are to be allowed. User statuses are additions to the existing system statuses.

You can define user statuses in Customizing for Customer Relationship Management by choosing Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step General Settings Next navigation step Define Status Profile for User Status End of the navigation path.

Features

Each marketing project goes through various system statuses during its life cycle:

  • Created

  • Released

  • Finished or Rejected

  • Locked

  • Approved

A change to a system status is carried out by a business transaction and is triggered by setting a value in New Status on the Details page.

In addition to the statuses specified above, other system statuses can be set, for example, Locked.

If the status of a campaign or trade promotion is set to Finished or Rejected, any associated activities that are still open should also be updated.