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CRMBS02 - Define Status Profile for User Status

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In this Customizing activity, you adapt general status management to your requirements by specifying status profiles for your user statuses.

In the SAP system, we differentiate between the following statuses:

• System status

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.

• User status

A status set by the user to complement the system status for a given status object. You can use only a user status that belongs to a status profile (defined in Customizing) and is 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.

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

• A table that contains all statuses that can be assigned by the system (system status).

• A table that contains a list of all business transactions.

• A table that assigns one or more system statuses to each business transaction and determines whether the respective system status is set or deleted for the business transaction.

• A table that specifies which business transactions are permitted for which objects (for example, order header, order item).

In combination, these assignments show the maximum system statuses possible for an object and the business transactions in which this status is either set or deleted.

In a status profile, you can perform the following activities:

• Define one or more user statuses and describe their function.

• 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 status, you must also assign the 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 under 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:

• If you assign the object type CRM Order Header to the status profile for quotations, you can only assign this status profile to the transaction type.

• If you assign the object type CRM Order Item to the status profile for quotations, 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.

• Define the initial status that is automatically activated when the object is created.

• Choose Goto -> Transaction Controland specify the following:

• The user status that is automatically activated when a business transaction is executed

• The business transactions that are permitted when a specific user status is active

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

You assign the status profile to the transaction type or item category in Customizing for Service under Basic Settings -> Define Transaction Types, or Define Item Categories.

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This documentation is copyright by SAP AG.

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