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CRM_FS_CHOGR - Reset Calculation Status/Define Action Choreography

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In this IMG activity, you can define the follow-on status processing of a document and the choreographies for executing the actions in a document.

You use follow-on status processing to reset the calculation status after certain changes have been made to the document. Each process is assigned to either a transaction type or an item category. The business transactions to be executed in the document are assigned to the process.

If the process is assigned to an item category, the business transactions for changing the status can be executed for the current item and for the corresponding document header. To control the follow-on status dependent on the type of change within an item or the document header, you can group business transactions by attribute. For example, if the calculation status for rating the application is reset as a result of certain changes, this does not mean that you have to reset the calculation status for the credit rating check (and vice versa).

The choreography controls consistent action processing in a document. For example, you can execute actions for calculating payment schedules and for rating objects and business partners. It is important that you configure the sequence in which actions are executed in accordance with their dependency on values and results. You must define the item category or transaction type for which any given action is executed.

Moreover, you can set the Conditional (Status-Dependent) Executionindicator. If an action has already been executed successfully, it may be necessary for a number of reasons (for example, performance reasons) to re-execute this action. The check criterion is the corresponding transaction for setting the calculation status. You must also enter this once you have set the indicator. We recommend you set the transaction independent of the indicator. The choreography then resumes execution of the transaction once the action has been executed successfully.

The default SAP configuration is based on the following schema:

Doc. Type / Item Category	Action	User Status
FSO1 FS Offer	FS_SCORE_PARTNER_H Sold-To Party Credit Rating Check	H021 Perform Credit Rating Check
	H022 Credit Rating Check Performed
FS22 Guarantee	FS_SCORE_PARTNER_I Guarantor Credit Rating Check	I041 Perform Credit Rating Check
	I042 Credit Rating Check Performed
FSO1 FS Offer	FS_SCORING_H Application Valuation	H011 Perform Application Valuation
	H012 Application Valuation Performed
FS02 Mortgage Loan	FS_CALC_LOAN_02_1_I Calculate Installment (with Determination of Contract Term)	I011 Calculate Payment Structure
	I012 Payment Structure Calculated

You have made the following settings in Customizing:

1. In the IMG activities in Special Processing for Product and Transaction Set Types, you have defined which changes reset the calculation status
2. Define Action Profiles and Actions
3. You have changed the status profile for the user status in Customizing for Customer Relationship Management -> Transactions-> Basic Settings-> Status Management -> Change Status Profile for User Status
4. Note that the user status values are defined accordingly and are linked with the corresponding business transactions (FS01/FS02, FS03/FS04, ... , FS09/FS10). You must always define a pair of calculation status values as follows:

The status Do Something (such as "Calculate") executes the transactions FSIN, FS01, and FS02 as follows:
Transaction Control
FS Set Initial Status (FSIN) - Influence: Not Allowed - Follow-Up Action: Set
FS Status 01: Set (FS01) - Influence: Allowed - Follow-Up Action: Delete
FS Status 01: Reset (FS02) - Influence: Not Allowed - Follow-Up Action: Set

The status Something Has Been Done (such as "Calculated") executes the transactions FS01 and FS02 as follows:
Transaction Control
FS Status 01: Set (FS01) - Influence: Not Allowed - Follow-Up Action: Set
FS Status 01: Reset (FS02) - Influence: Allowed - Follow-Up Action: Delete

 

Call the IMG activity:

1. Choose New Entries.
2. Enter a name for the Follow-On Status Processing/Choreographyand assign either a transaction type or an item category.
3. To maintain the business transaction for follow-on processing, select the corresponding status processing and choose Business Transactions for Follow-On Processing.
4. Choose New Entries.
5. Enter the Business Transaction to be used to reset the current calculation status (for example FS02, FS04, and so on) and then select whether the transaction is executed for the current item or for the document header. If you want to group the transactions to be executed, assign the appropriate Attribute. Entries with the same attributes are treated as a group.
6. To maintain the execution sequence of actions, select the corresponding choreography (this is usually assigned to a transaction type) and choose Execution Status of Actions (Choreography).
7. Choose New Entries.
8. Select the action to be executed. Then enter a sequence number to indicate the execution sequence and specify whether the actions are executed at transaction level or item level.
9. Save your entries.

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