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Function documentationRelease Status of Documents Locate this document in the navigation structure

 

When the processing stage for a document has been completed and checked, the document is generally released for all work areas in the company. Closely related work areas work with the released status. This application status protects the document against any further changes. You can define a special status for this special processing status.

Integration

There are additional checks for a released document in the following areas:

  • Production resources/tools availability check

    You define the availability of a document as a production resource/tool with the release indicator.

  • Quality Management

    Only documents that have been released are checked to determine the currently valid version for quality agreement purposes.

  • Engineering change management:

    The document receives a revision level automatically when a change number is enter for it and it is given the status released for the first time.

Prerequisites

In Customizing for Document Management, you define the release status for document types by choosing   Control data   Define document types   Define document statuses.   The release status is set with the Release indicator. You can find further information in the online help about Release indicator.

Features

Release Indicator when Defining a Status

When you define a status in Customizing for Document Management, you can define whether this status is interpreted as Released by other application areas in the company. A document is released if it has a status that has the release indictor.

Release Indicator in the Document Info Record

You maintain the current status as follows:

  • Document management on the SAP GUI: Basic Data screen of the document info record

  • Document management on the PLM Web UI: General Data tab page or Status tab page

The system checks whether the release indicator is set for the status in Customizing for Document Management. The user sees the following release information on the relevant tab page of the document info record:

  • Not released

    The Not released indicator is displayed next to the status. In the standard system, this indicator is shown in red.

  • Released

    The Released indicator is displayed next to the status. In the standard system, this indicator is shown in green.

    You see the release date next to the status.

    • If no change number has been maintained, the date when the status is set counts as valid-from date.

    • If a change number has been maintained, the system takes the valid-from date of the change master as the release date.