Define Status Profile for User Status

You can use this activity to adapt General Status Management to your requirements. General Information on Status Management In the SAP system, a differentiation is made between the following two statuses:

System status User status

Various central SAP tables contain the following predefined data, which cannot be changed:

An initial table contains all statuses that can be assigned by the system (system status). A second table contains a list of all business transactions. A third table (a) assigns one or more system statuses to each business transaction and (b) determines whether the respective system is set or deleted for the business transaction. A fourth table specifies which business transactions are permitted for which objects (for example, order header, order item).

In combination, these assignments show you (a) the maximum system status possible for an object and (b) the business transactions by which this status is either set or deleted. Define Status Profile for User Status In this activity, you create status profiles for your own (user) statuses. In a status profile, you can perform the following activities:

Define user statuses and document their function. A status profile can contain one or more user statuses. Determine the sequence in which the user statuses are run. This sequence is determined by the status number. If you do not assign a status number to a user status, this status can always be set. Note, however, that only one user status with a status number can be active at any one time. When you assign a status number to a user number, you must also assign a highest and lowest status number. These numbers restrict the status number range from which the user status can be selected. Assign at least one object type to the status profile, by means of Object types. The assignment of the object type determines if the status profile can be assigned to the transaction type and/or the item category. Example: If you assign the object type "CRM order header" to the status profile for quotations, you can only assign this status profile to transaction type header. If you assign the status profile for quotations the object type "CRM Order Item", you can only assign the status profile to the item category. If you assign both object types to the status profile for quotations, you can make the assignment to both the transaction type and item category. You assign the status profile to the transaction type or item category in Customizing for business transactions under Basic Settings -> Define Transaction Types, or Define Item Categories.

Define the initial status that is automatically activated when the object is created. Choose Goto -> Transaction Control and specify:

o o

Which user status is automatically activated when a business transaction is executed Which business transactions are permitted when a specific status is active

In the status profile, define a transaction to be executed when a given user status is reached, with the result that one or more system statuses and/or user statuses can be set or deleted.

Activities Define your user status for the applicable object types.

Define Status Authorization Keys

Use In this activity, you define the authorization key for status management. When setting or deleting a user status, the system checks, for example in the business transaction, if the user is authorized for this action. This authorization check includes the authorization key for the respective user status, in addition to the status profile and object type. If for example, you would only like a selected employee group to be able to change a specific user status, assign this user status to a specific authorization key. Yo can then assign authorizations for this authorization key using the authorization object B_USERSTAT. You assign the authorization key to the user status in the Define Status Profile for User Status activity.

Define Reasons for Billing Block

Use In this activity, you specify the blocking reasons for billing. Use the reasons you define here in the following ways:

As a central block for a business partner As a block for a business partner for a specific sales area As a block for a business partner for a specific document

Requirements If an R/3 System is connected to CRM, an initial download for Customizing must take place. The settings are transferred from the R/3 System.

Activities

In the R/3 System, maintain the changed settings that are made after the initial download.

Example You want to check items for which a customer is to be credited. You can set checking the credit memo as the reason for the item block in the document.

Define Reasons for Delivery Block

Use In this activity, you specify the blocking reasons for delivery. Use the reasons you define here in the following ways:

As a central block for a business partner As a block for a business partner for a specific sales area As a block for a business partner for a specific document

Requirements If an R/3 System is connected to CRM, an initial download for Customizing must take place. The settings are transferred from the R/3 System. Activities

In the R/3 System, maintain the changed settings that are made after the initial download.

Example You want to block a business partner centrally. You can set exceeding the credit limit as the reason for the central block.

Definition: system status

Cross-Application Components (CA)
A status the SAP System sets internally as a part of general status management. This status tells the user that a certain business transaction was performed for an object.

Definition: user status

Cross-Application Components (CA)

A status set by the user to complement the system status for a given status object. You can use only a user status belonging to a status profile (defined in Customizing) and assigned to the relevant status object. User statuses enable you to extend the control of business processes managed by the system status. You can set and delete user statuses manually when carrying out business transactions.

Definition: status profile

Cross-Application Components (CA)
A profile used to control user statuses. A status profile is created by the user in general status management. In a status profile you can:

Define the sequence in which user statuses can be activated Define initial statuses Allow or prohibit certain business transactions