Show TOC

 Setting a User Status

Use

You set a user status to permit or prevent certain business operations for the whole order and also separately for individual operations. The user status for the whole order and the user status for the operation do not affect one another here.

For more information, see User Status .

Prerequisites

User Status for Orders

Your system administration must have maintained status profiles with the relevant user status in the Customizing of Maintenance Orders and Service Orders under Start of the navigation path User Status for Maintenance Orders Next navigation step Define User Status Profile for Maintenance Order Types End of the navigation path .

Your system administration must also have maintained status profiles for each order type in the Customizing for User Status for Maintenance Orders under Assign User Status to Maintenance Orders .

User Status for Operations

Your system administration must have maintained status profiles with the relevant user status in the Customizing for Maintenance Processing and Service Processing under Start of the navigation path Basic Settings Next navigation step Maintain User Status End of the navigation path .

In the Customizing for User Status for Maintenance Orders under Assign User Status to Maintenance Orders , your system administration can configure the system so that a particular user status profile for operations is always assigned to a particular order type.

Procedure

Setting a User Status for an Order

  1. In change mode, call up the header data screen of the order, for which you want to set a user status.

  2. Choose Status .

  3. On the overview screen of all the system and user statuses for this order, you have - depending on the type of status profile assigned - the following options:

  • In the group User status with status no. , set a different status as the user status.

  • In the group User status without status no. , set additional user statuses.

  1. To return to the header data screen, choose Back .

Setting a User Status for an Operation

  1. Call up the relevant order in change mode.

  2. Call up the operation overview and select the operation for which you want to set a user status.

  3. Choose Status .

  4. You reach the overview screen of all the system and user statuses for this operation.

  5. If no status profile has been assigned to the operation, enter the required status profile, choose Save and confirm the confirmation prompt.

  6. Depending on the type of status profile assigned, you now have the following options:

  • In the group User status with status no. , set a different status as the user status.

  • In the group User status without status no. , set additional user statuses.

  1. To return to the operation overview, choose Back .