Change Status
Use
To document which
processes have already been performed for an entry, each entry has a
particular status. For further
differentiation, a status can have one or more sub-statuses. The given sub-statuses of a status vary
according to area and document type.
The respective status of an entry
is usually set by the system. Depending on the area and document type, you can
also change certain statuses manually using the function change status
To document, for example, that an entry has been
transferred or received correctly (that is, the process is complete), set the
status manually to OK.
Likewise, you can change the
status incorrect to error—process anew, if you have
corrected the error and you want to perform the process again.
·
Simultaneous status changes to
several entries are only possible, if the entries have the same area, document
type, and status.
The following statuses
exist:
¡
new:
The system sets this status,
as soon as an entry appears for the first time in the B2A Manager.
You still have not performed a process
with this entry.
¡
in process:
The system sets this status,
when you have performed a process with this entry, but the process has not yet
been completed.
¡
incorrect:
If a serious error occurs
during a process, you can not immediately correct it yourself. The process can then only be performed again,
if you have manually changed the status, for example, in error - process
anew.
¡
incorrect –
process anew:
You can manually set this
status, if an error occurs during a process that you have corrected.
You can then immediately repeat the
process.
¡
OK:
The process is
complete. This status is not set
by the system. You set the status
manually to document that a process is completed, for example, if you have
received confirmation from the authority.
An entry with the status OK can
then no longer accept another status.
The display only open
processes indicator is always set in the standard setting. Entries with the status OK are not
displayed in this case.
Procedure
1. Select the desired entries and choose change status.
Result
The status of the entry selected changes accordingly.