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Background documentationExplanation of Statuses of Business Documents Locate this document in the navigation structure

 

This section contains an explanation about how the various statuses of business documents are set and what effects these statuses have.

Features

Life Cycle Status

This status has the following values:

  • New

    The business document has been created, but has not been considered in planning and execution yet.

  • In Process

    Planning, execution, subcontracting, or invoicing was started.

    You can specify in Customizing for the business document type that the life cycle status is to be set to In Process immediately after creation of the business document (that is, even if none of the mentioned processes were started yet). This setting is required for business documents resulting from a planning process.

  • Complete

    The transportation execution is finished and the invoicing status is set to Completely Invoiced (or no invoice is expected). This status is set automatically by the system. You can set this status manually if the business document has the life cycle status In Process.

  • Canceled

    Planning and execution of transportation is canceled. You can set this status manually at any time in the planning process by selecting the Cancel Document pushbutton.

Planning Status

This status relates to the different planning states of the individual transportation stages. The planning status is set automatically by the system and is determined based on the planning status of the individual stages.

The status has the following values:

  • Not Planned

    No transportation stage is planned.

  • Partially Planned

    At least one transportation stage is planned.

  • Planned

    All transportation stages are planned.

The planning status can relate to an individual transportation stage (not only to a business document). In this case, the planning status can have the following values:

  • Unplanned

    The transportation stage has not been planned yet.

  • Planned

    The transportation stage has been planned.

  • Planned, Conflict Between FU and Freight Order/Booking Times

    The transportation stage has been planned, but there exist conflicts with time constraints regarding the predecessor or the successor transportation stage.

  • Not Ready for Planning

    The transportation stage is not ready for planning because a location is missing. The system automatically sets a planning block.

Subcontracting Status

This status is set automatically by the system and is relevant for subcontractable business documents. You define the subcontracting relevance in Customizing for the business document type.

The status has the following values:

  • No Subcontracting Result

    The carrier has not been determined for the business document.

  • In Tendering

    Carrier has not been determined, but a tendering process is already in process.

  • Carrier Assigned

    Carrier was assigned.

  • Sent

    The business document was sent to the assigned carrier.

    The value Carrier Assigned is a prerequisite for this value.

Confirmation Status

This status is either set automatically by the system or manually by the user and is relevant for subcontractable business documents. You define the subcontracting relevance in Customizing for the business document type.

The prerequisite for this status is that the subcontracting status has the value Sent.

The status has the following values:

  • No Confirmation Yet

    The carrier has not sent a confirmation yet.

  • Invalid Confirmation Received

    The confirmation sent by the carrier cannot be interpreted.

  • Rejected

    The carrier rejected the business document.

  • Confirmed

    The carrier confirmed the business document.

  • Confirmed with Changes

    The carrier confirmed the business document with some changes.

  • Document Changed After Confirmation

    The business document was changed after having been sent to and confirmed by the carrier.

Tendering Status

This status is set automatically by the system and is relevant for subcontractable business documents that are tendered, that is, the subcontracting status has the value In Tendering. You define the tendering relevance in Customizing for the business document type.

The status has the following values:

  • Not Published

    The user or the system has started tendering for a freight order, but no requests for quotation to carriers have been published yet.

  • Published

    The user or the system has started tendering for a freight order, and has published one or several requests for quotation to carriers.

  • Review Required

    Review is required by tendering manager.

  • Completed

    Tendering is completed.

There are also the following statuses:

  • Freight Request for Quotation: Life Cycle Status

    • Not Sent

      The freight request for quotation has been created in the tendering plan, but it has not been published yet.

    • Open

      The freight request for quotation has been published and sent to a carrier. Freight quotations can be submitted for this freight request for quotation.

    • Closed

      The freight request for quotation has been published and sent to a carrier, but no more freight quotations can be submitted for it.

    • Omitted

      The tendering process was completed before the freight request for quotation was sent. In other words, an omitted freight request for quotation has never been published.

  • Freight Quotation: Life Cycle Status

    • Draft

      The freight quotation has been created in the tendering worklist for carriers, but it has not been submitted. It is not considered in the corresponding tendering process.

    • Sent

      The freight quotation has been created and submitted for a freight request for quotation. It is considered in the corresponding tendering process and the evaluation of submitted freight quotations.

  • Tendering Step: Life Cycle Status

    • Not Started

      The tendering step has been created in a tendering plan, but not started yet. All freight requests for quotations assigned to this step are in status Not Sent.

    • In Process

      At least one freight request for quotation assigned to this step has been published and is in status Open.

    • Completed

      At least one freight request for quotation assigned to this step had been sent to a carrier. No more freight quotations can be submitted to the assigned freight requests for quotations.

    • Omitted

      The tendering process was completed before the tendering step started.

Booking Confirmation Status

This status is either set automatically by the system or manually by the user.

The status has the following values:

  • Not Sent to Carrier

    The freight booking has not been sent to the carrier.

  • Sent to Carrier

    The freight booking has been sent to the carrier.

  • Rejected by Carrier

    The freight booking has been rejected by the carrier.

  • Confirmed by Carrier

    The freight booking has been confirmed by the carrier.

  • Canceled by Shipper

    The freight booking has been canceled by the shipper.

  • Partially Confirmed by Carrier

    The freight booking has been confirmed by the carrier with quantity changes.

  • Shipping Instruction Sent to Carrier

    A shipping instruction has been sent to the carrier for the freight booking.

Cargo Receipt Status

This status is set automatically by the system or manually by the user.

The status has the following values:

  • Picked Up

    The cargo has been picked-up and is now in transit.

  • On Hand

    The cargo has been received. After this status has been set, only the actual quantities in the freight order or freight booking are taken into account. You can change these quantities in the freight order or freight booking. If changes are subsequently made in the forwarding order, they are not copied to the freight order, freight booking, or freight unit.

  • Shipped

    The cargo has been shipped. This status value is used in the direct integration of SAP Transportation Management and SAP Extended Warehouse Management. For more information, see Direct Integration with SAP Extended Warehouse Management.

  • Delivered

    The cargo has been delivered. If you have set the status manually, you can enter additional information (the recipient, for example) and the delivery date.

  • Delivery Failed

    The cargo item could not be delivered.

    After you remove a freight unit from a freight oder, the system allows you to keep the items without reference to the predecessor document in the freight order if the cargo receipt status of the items is at least On Hand. In this case, the cargo receipt status is set to Delivery Failed for these items. As a prerequisite, you must have selected the Severe Execution Check checkbox in the Customizing activity for defining freight order types.

    Example Example

    You have planned a freight unit on the freight order and execution of the freight order has started. During execution, not all cargo could be delivered to the consignee, for example. Therefore, you have removed the freight unit from the freight order. If you have selected this checkbox, the cargo items without reference to the freight unit will remain in the freight order and the cargo receipt status of the items is set to Delivery Failed. If you have not selected the Severe Execution Check checkbox in the Customizing activity for defining freight order types, such cargo items are removed from the freight order.

    End of the example.
Execution Status

This status is set automatically by the system for business documents that are subject to tracking. You can specify the tracking relevance in Customizing for the business document type.

In SAP NetWeaver Business Client, you can also set this status manually.

The status has the following values:

  • Not Started/MAWB Open (Air)

    Execution has not started yet.

  • Capacity Planning Finished

    Capacity planning was finished.

  • Loading in Process

    Loading was started.

  • Ready for Transportation Execution/MAWB Finalized (Air)

    Transportation execution can be started, that is, loading was finished or a carrier accepted an order.

    Note Note

    A business document with status MAWB Finalized can no longer be planned manually or automatically.

    End of the note.

  • Not Ready for Transportation Execution/MAWB Not Finalized (Air)

    Transportation execution cannot be started yet because either the check for readiness of execution failed or you set the status manually to this value.

  • In Execution

    Execution was started.

    You can specify in Customizing for the business document type that the business document is set immediately to In Execution after creation.

  • Executed

    Execution has finished.

    If execution is tracked with SAP Event Management, a last expected event can be specified. If this event is reported, the execution status is set automatically to Executed.

  • Interrupted

    Execution has been interrupted.

  • Canceled

    Execution was canceled.

  • Not Relevant

    You can specify in Customizing for the business document type that the business document is not relevant for execution tracking. The system automatically sets this status. The status does not change anymore.

Handling Execution Status

This status is either set automatically by the system or manually by the user.

You can set the handling execution status on the following levels:

  • On item level for cargo items at the current stop

    Note Note

    A cargo item can be a product, a package, or a container.

    End of the note.

    For example, this status can indicate that a package has been loaded into a container.

  • On stop level

    On this level, this status indicates the progress of the execution activities at a stop. It refers to a container (capacity item or cargo item) or a cargo item.

The handling execution status is related to the cargo execution status. If all cargo items have been loaded into the container, for example, the system automatically sets the cargo execution status of the container to Cargo Loaded. Moreover, the handling execution status on item level and the handling execution status on stop level are related to each other.

For air freight bookings, the handling execution status is also displayed on the Operations tab page and indicates the logistical execution status. It contains the following:

  • Location ID (location code)

  • Status at last location at which freight units were picked up or delivered

  • Date/time when the status was set

For ocean freight bookings and freight orders, this information is displayed on the Statuses tab page.

For example, if a freight order for pick-up is assigned to the air freight booking and you change the status of this freight order from Arrived to Unloaded, the logistical execution status of the air freight booking will indicate Unloaded.

The handling execution status on item level has the following values:

  • Not Determined

    The system sets this initial status value after you have created the business document. It indicates that no execution activities are to be performed for the cargo item at the current stop.

  • Not Unloaded

    The cargo item has not been unloaded at the current stop.

  • Unloaded

    The cargo item has been unloaded at the current stop.

  • Not Loaded

    The cargo item has not been loaded at the current stop.

  • Loaded

    The cargo item has been loaded at the current stop.

  • Load Plan Up-to-Date

    A load plan has been created and the item can be planned. Note that this status value is only supported for freight orders. For more information, see Load Planning.

The handling execution status on stop level has the following values:

  • Not Determined

    The system sets this initial status value after you have created the business document. It indicates that no execution activities have been performed for the containers at a stop.

    Moreover, the system sets this status value, if you change the status Arrived by selecting Set to Not Arrived.

  • Departed

    This status value indicates that the containers have departed.

    If you set the source stop of the main carriage to Departed, the vessel is loaded and has departed (Shipped on Board).

    If execution is tracked with SAP Event Management, the Departure event is sent automatically to all assigned freight units and the business document. Similarly, if you report a Departure event, the system automatically sets the handling execution status on stop level to Departed.

  • Arrived

    The goods have arrived.

    If execution is tracked with SAP Event Management, the Arrival at Destination event is sent automatically to all assigned freight units and the business document.

  • Cargo Ready for Unloading

    The containers are ready for unloading.

  • Partially Unloaded

    The cargo items have been partially unloaded.

  • Cargo Partially Ready for Unloading

    Some of the containers are ready for unloading, but some are not.

  • Unloaded

    The cargo items have been unloaded.

  • Not Loaded

    The cargo items have not been loaded.

  • Cargo Unloaded

    All goods have been unloaded from the containers.

  • Cargo Ready for Loading

    The containers are ready for loading.

  • Partially Loaded

    The cargo items have been partially loaded.

  • Cargo Partially Ready for Loading

    Some of the containers are ready for loading, but some are not.

  • Loaded

    The cargo items have been loaded.

  • Cargo Loaded

    All goods have been loaded into the containers.

  • Load Plan Up-to-Date

    A load plan has been created. Note that this status value is only supported for freight orders. For more information, see Load Planning.

  • Load Plan Partially Up-to-Date

    A load plan has been created but some items cannot be planned due to capacity reasons. Note that this status value is only supported for freight orders. For more information, see Load Planning.

For more information about the handling execution status in rail freight orders, railcar units, and container units, see Rail Freight Order.

Cargo Execution Status

This status is either set automatically by the system or manually by the user. It indicates the execution status of a container (capacity item or cargo item) at the current stop, for example a container has been fully loaded at the source stop of the main carriage.

The status has the following values:

  • Not Determined

    The system sets this initial status value after you have created the business document. It indicates that no execution activities are to be performed for the container at the current stop.

  • Cargo Not Unloaded

    The container has not been unloaded at the current stop.

  • Cargo Ready for Unloading

    The container is ready for unloading.

  • Cargo Partially Unloaded

    The container has been partially unloaded at the current stop.

  • Cargo Unloaded

    The container has been unloaded at the current stop.

  • Cargo Not Loaded

    The container has not been loaded at the current stop.

  • Cargo Ready for Loading

    The container is ready for loading.

  • Cargo Partially Loaded

    The container has been partially loaded at the current stop.

  • Cargo Loaded

    The container has been loaded at the current stop.

For more information about the cargo execution status in rail freight orders, railcar units, and container units, see Rail Freight Order.

Publishing Status

This status controls whether a business document can be used by other users, for example, other organizational units.

The status has the following values:

  • Not Published

    The business document has not yet been published and cannot be used by other users.

  • Published

    The business document has been published and can be used by other users.

Waybill/Bill of Lading Finalized Status

You set this status for freight units via your air forwarding orders.

This status has the following values:

  • Not Finalized

    The waybill or bill of lading has not yet been finalized.

  • Finalized

    The waybill or bill of lading has been finalized.

  • Partially Finalized (only for freight bookings)

    This status is set for a freight booking if its freight units have different waybill or billl of lading statuses, for example, if one freight unit is finalized and another freight unit is not finalized.

Shipped-on-Board Status

You set this status manually after the vessel has departed the source stop of the main carriage. The shipped-on-board date must not lie in the future.

As a prerequisite, the execution status is to be set to Ready for Transportation Execution.

The status has the following values:

  • Not Shipped on Board

    The vessel has not departed yet.

  • Shipped on Board

    The vessel has departed.

    The system automatically sets the handling execution status of the source stop of the main carriage and all previous outbound stops to Departed.

Uplift Confirmation Status

You set this status manually after the aircraft has departed the source stop of the main carriage. The uplift date must not be in the future.

As a prerequisite, the execution status is to be set to MAWB Closed.

The status has the following values:

  • Uplift Not Confirmed

    The aircraft has not departed yet.

  • Uplift Confirmed

    The aircraft has departed.

    The system automatically sets the handling execution status of the source stop of the main carriage and all previous outbound stops to Departed.

Master-Bill-of-Lading Status

You set this status manually after a master bill of lading has been created for an ocean freight booking. If you want to change the master bill of lading number after having set this status, you first have to reset this status.

The status has the following values:

  • Master Bill of Lading Not Received

    No master bill of lading has been received yet.

  • Master Bill of Lading Received

    A master bill of lading has been received.

Manifest Status

You set this status manually after loading has been finished.

The status has the following values:

  • Manifest Not Created

    No manifest has been created yet.

  • Manifest Created

    A manifest has been created.

Delivery Status

This status is set automatically by the system. It is derived from the cargo receipt status on item level:

  • If you set the first item to Delivered, the system automatically sets the delivery status of the freight unit to Partially Delivered.

  • If you set the last item to Delivered, the system automatically sets the delivery status of the freight unit to Delivered.

The status is also automatically set to Delivered, if the Proof of Delivery event is reported.

The status has the following values:

  • Not Delivered

    The freight unit has not been delivered.

  • Partially Delivered

    The freight unit has been partially delivered.

  • Delivered

    The freight unit has been delivered.

Transmission-to-ERP Status

This status is only relevant if you use transportation data from an ERP system and if you want to create ERP shipments based on the planned freight order.

The transmission-to-ERP status is set automatically by the system when the data exchange is processed.

As a prerequisite, you have set the shipment creation relevance in Customizing to Shipment Creation in SAP ERP for the business document type (freight order type and freight booking type).

The status has the following values:

  • New - Not Yet Transmitted

    Business document is new, and no data was transmitted to the ERP system yet.

  • Initial Transmission Started, Not Yet Confirmed by ERP

    Initial transmission of business document information to the ERP system has been started, but no confirmation has been received yet from the ERP system.

  • Transmission Successful

    Business document information was successfully transmitted to the ERP system.

  • Retransmitted after Changes in TM, Not Yet Confirmed by ERP

    Retransmission of business document information to the ERP system has been started after business document has been changed. New confirmation has not been received yet from the ERP system.

Invoicing Status

This status is only relevant if an invoice is expected from the carrier for a subcontractable business document.

The status is set automatically by the system once a cost calculation has been performed.

The status has the following values:

  • Not Invoiced

    No invoicing request was created.

  • Partially Invoiced

    Partial invoicing request was created.

  • Completely Invoiced

    Invoicing request was created for the total costs.

  • Over-Invoiced

    Invoicing request was created for additional costs.

Once a freight settlement document is created either manually or in background processing, the invoicing status can change to Partially Invoiced, Completely Invoiced, or Over-Invoiced. The system determines the invoicing status based on the calculated costs in the order and the invoiced values in the freight settlement document. An invoice is completed if the invoiced values equal the calculated costs. An order is partially invoiced if the invoiced values are less than the calculated costs. An invoice is over-invoiced if the invoiced values are more than the calculated costs.

Schedule Data Status

This status is set automatically if a referenced schedule has been changed. For more information, see Use of Schedules.

The status has the following values:

  • Data Is Up-to-Date

    The referenced data is up-to-date.

  • Data Is Not Up-to-Date

    A referenced schedule has been changed and the referenced data is not up-to-date.

Document Check Status

This status is set automatically, If you start the check manually and save the business document. The status has the following values:

  • Last Check with Errors

    The last check was performed with errors.

  • Last Check Without Errors or Warnings

    The last check was performed without errors or warnings.

  • Last Check with Warnings

    The last check was performed with warnings.

  • Not Yet Checked

    The check has not been performed yet.

Cross-Document Check Status

The system checks if there are time conflicts between a business document and its predecessor or successor business documents. This check is performed automatically and the status set automatically when you save a business document. You can also start the check manually. In this case, the status is also set automatically.

Examples:

  • A freight booking arrives too late for the subsequent freight order.

  • Availability times are violated.

The status has the following values:

  • Last Cross-Document Check with Green Traffic Light

    The check was performed without errors.

  • Last Cross-Document Check with Yellow Traffic Light

    The check was performed with warnings.

  • Not Yet Checked

    The check has not been performed yet.

Archiving Status

The status has the following values:

  • Not Archived

    The business document has not yet been archived.

  • Archiving in Process

    The business document has been selected for archiving and processed by the archiving pre-processing.

  • Archived

    The business document has been written to the archive. It can still be accessed in display mode.

For more information about archiving, see Archiving in SAP Transportation Management (SAP TM)