Change Status Profile

When sending a Quotation to a potential Customer we would like the User Status of the Quotation to be of such a nature that i cannot be edited (this to prevent differences of what was originally sent to the Customer and what is actually registered in the system).
If the Customer ask for a new Quotation we then use a new status (Revised Quotation).
Is there a way of configuring the User Status so that a Quotation cannot be edited while it's being reviewed by the Customer?
Kind regards,
Are

Hi Are,
I gues as u want to freeze the screen as soon as a particular User Status is chosen,
If thats the case, refer to the below steps, wd help you. If not, pls revert wid the detailed requirement:
This can be done through User Status which is avavilable in the Status Profile.
For eg if you select a User Status "Won" for a transaction say Lead, the document must get freezed and no changes should be possible for the person who are nt allowed to do so.
Path for the saem: IMG-CRM-Transactions-Basic Settings-Status Management-Define Status Profile(if you wanna create a new profile, or else Copy the particular Status PRofile for that transactions and configure as per our requirements)
After Getting in the Profile, Double Click on the particular User Status wherein you need the Doc to get freezed, in the new screen click on Create and in Change Document option check the Forbidden.
This can take care of your issue, i hope.
revert if any issues.
Suji

Similar Messages

Change status profile of Service order

Hi,
we like to harmonize all status profile of all incident process types we have in our system. This means we like to create one status profile and assign this to 5 different process types. The problem is, we have in our system round about 20000 incidents and ( open and closed). This incidents have to be migrated. I think we have to change E-Status and Status profile and change documents. Are there any experiences with this task. I found nothing what really works (change status profile) in this time. I checked CRM_STATUS_PROFILE_CHANGE but dosn't work for me.
Could anyone give some hints how to handle this problem?
Kind regards Stefan

Hi Stefan,
You can try the below code to change the status and status profile
ls_status_com-ref_guid = lv_guid."document guid
        ls_status_com-ref_kind = 'A'.
        ls_status_com-user_stat_proc = 'CRMACTIV'. " status profile
        ls_status_com-activate = 'X'.
        APPEND ls_status_com TO lt_status_com.
        ls_input_fields-ref_guid = ls_status_com-ref_guid.
        ls_input_fields-ref_kind = 'A'.
        ls_input_fields-objectname = 'STATUS'.
        CONCATENATE ls_status_com-status ls_status_com-user_stat_proc INTO ls_input_fields-logical_key.
        ls_fieldname-fieldname = 'ACTIVATE'.
        INSERT ls_fieldname INTO TABLE ls_input_fields-field_names.
        INSERT ls_input_fields INTO TABLE lt_input_fields.
CALL FUNCTION 'CRM_ORDER_MAINTAIN'
        EXPORTING
          it_status         = lt_status_com
        CHANGING
          ct_input_fields   = lt_input_fields
        EXCEPTIONS
          error_occurred    = 1
          document_locked   = 2
          no_change_allowed = 3
          no_authority      = 4
          OTHERS            = 5.
      IF sy-subrc EQ 0.
        INSERT lv_guid INTO TABLE lt_guids.
        CALL FUNCTION 'CRM_ORDER_SAVE'
          EXPORTING
            it_objects_to_save = lt_guids
          EXCEPTIONS
            document_not_saved = 1
            OTHERS             = 2.
        IF sy-subrc IS INITIAL.
          COMMIT WORK AND WAIT.
     endif.
Best Regards,
Dharmakasi

Changing Status Profile for WBS Element

Hi Freinds,
How can we change the Status Profile for the WBS Elements.
say for Eg : need to chage status Profile Z0000005 to Z0000008
where they reflect in DB Table JSTO for OBJNR in filed STSMA
Please suggest me the function modules or BAPIs
Thanks in Advance,
Ganesh

hi,
try the below given link
[Changing Status Profile for WBS Element|Update WBS element;
hope this helps
Regards
RItesh J

Change Status Profile : User Status

Hello Experts,
We have created 14 User Status Values for Support Message in Solution Manager
Status Profile: ZLFN0001 (Copy of SLFN0001) and modified to the requirements.
Assigned this Status Profile to transaction type Zxxx
Current settings:
Status No.--Status-- Lowest -
Highest -
Trans.
10--Status 01-1020--
20--Status 02 -20--
50 -
INPR
30--Status 03 -30--
60 -
INPR
40--Status 04 -40--
70 -
INPR
50--Status 05 -50--
50 -
FINI
60--Status 06 -40--
80 -
INPR
70--Status 07 -60--
70 -
FINI
80--Status 08--80--
91 -
INPR
90--Status 09--90--
92 -
INPR
91--Status 10--60--
91 -
INPR
92--Status 11--92--
95 -
INPR
94--Status 12--94--
94 -
FINI
95 -
Status 13----9595--
FINI
96--Status 14--9696--
FINI
One of our requirements is that when the user status is Changed from "Status 08" to "Status 10", the only possible status available should be "Status 06" and the other statuses(07, 08 & 09) should be inactive or greyed out. Is there a possibility to hide status that is/are not required and the user should be able to see only 1 active status.
What is the significance of Auth Code and Select Profile? Where do we assign Select profile to a Status Profile?
Can anyone shed some light on this. Appreciate your response.
Thanks,
nancy

Nancy, hi
as far as I know, it is not possible to mark a status as inactive in certain cases.
However, there might be a solution to your question:
One ofcourse, is to change the order of the statuses so that you don't have to "skip" a status. For instance: switch status 8 with status 9, and change the properties of status 10 so that only status 9 can be reached (lowest status)
The other option is to use authorizations on statuses, that's were the AUTH_KEY comes in. You can use the standard defined key, or you can create additional authorization keys.
Let's say you create an additional key called Z_AUTH_1, and link this key to Status 08.
An end user would then need to have this authorization key value in his role profile (object B_USERSTAT) to be able to set status 08.
hope this answers your question.
best regards,
Jeroen.

Change status profile for existing incidents

Hi experts
We were using status profile SLFN0001 with service desk and it was working fine, but we had to create a new status profile ZLFN0001 because of new requirements and everything works fine for the new incidents. The problem is that the old incidents still have the status profile SLFN0001, is there a way to change those "old" incidents and assign the status profile ZLFN0001 instead of SLFN0001?
Any help would be appreciate it

Hi Osbaldo,
As far as I know, you will not be able to change the status profile with already implemented all incidents.
Regards,
Sneha

Change status profile tcode BS02

Hi....
I have 5 status for a document
for example
1 Unconfirmed
2 Invalid
3 Confirmed
4 Ammended-Unconfirmed
5 Ammended-Confirmed
Unconfirmed is the default status set.
From Status Unconfirmed it can go to Invalid or Confirmed
From Status Invalid it can go to Ammended-Unconfirmed
From Status Confirmed it can go to Invalid or Unconfirmed
From Status Ammended-Unconfirmed it can go to Invalid or Ammended-Confirmed
From Status Ammended-Confirmed it can go to Invalid or Ammended-Unconfirmed
I gave the Highest and Lowest status as below. Please correct me If I am wrong
lowest      highest
1     3
1     5
1     4
2     5
2     5
Regards

Hi,
How about this setting.
1     3
2     4
1     3
2     5
Edited by: UDAYNATH KRISHNAN on May 8, 2009 7:42 AM

How to Change WBS Element Status Profile

Dear PS Experts,
Once Status profile is set for WBS element, system is not allowing to change the same.
What should I do to change the status profile?
Moreover I will like to know the Table details in which Status profile details are kept for a WBS Element.
Thanking you all.

Hi,
You can change the status profile on 'Control' tab of Project Definition. But this change will be effective for new WBS elements. I dont think you can change status profile for existing WBS. You will have to delete and re-create them.
Status proflie for WBS is stored in JSTO table. Get OBJNR for WBS from PRPS table and insert in JSTO table to get status profile.
Regards
Shrikant

How to change the status profile of equipment?

Hi Experts,
Is it possible to change the user status profile for already created equipment? I tried to change the assignment of status profile to equipment category and found it works only for new equipments. It is not applicable to already created equipments. The status of the status profile is already used in equipments.
Please suggest and do the neeful.
Thanks and best regards,
Praveen.

No you can not change status profile assigned with already created equipment.
Eg. You assigned status profile 00000003 to equipment category M of equipment. so whnever any new equipment created will get status profile 00000003 only.
For your case, dont make any change status profile no .00000003--> make whatever changes you have to made about status naming,sequence keeping same status profile.
After that goto equipment change master edit>change category>selet same category for assignment. so equipment will get same status profile with status changed.
Hope this will help you.

How to assign status profile to marketing campaign ?

Dear Friends,
I am working on Marketing Campaign (SAP CRM 4.0) : I want to customize a new status profile for campaign. I create a new one and I don't know where I assign it to camapign : I searched in SDN and I found a message : "to assign status profile, you have to do when you customize campaign type : Marketing -> Marketing Planning and Campaign Management -> Basic Data -> Define Campaign Types/Objectives/Tactics : in this customizing point, when you define campaign type, here is a status profile field".
The problem is I did not find any "status profile" field in this customizing point.
Thanks in advance for your help.

Hi,
Pls follow below said path to create User Status profile
CRM--> Marketing > Marketing Planning and Campaign Management> General Setting --> Change Status Profile for User Status
Once you create Status profile you can see the same in the profile field of Campaign. You will have to assign this profile in the campaign then you can see the statusses in Change Status field,. But these stausses can not over write the system statusses.
Hope this will help..
Rgds
Mallikarjun

Status profile in Marketing not showing

Hi,
I am new to CRM and am at a loss with what to do next.
In the Marketing Planner, under the Status dropdown menu, I need to add a few other statuses of my own, for example,
 i) In Process
 ii) Finished
 iii) Rejected.
so, what i did was:-
spro -> CRM -> Transactions -> Basic Settings -> Status Management -> Change Status Profile for User Status
and added in the fields the necessary details. then i click on "object types" and checked Campaign and Market Plan. then i click on Save.
When i go to "Marketing Plan", I'm unable to view the 3 statuses that i had created. only see "Released", "Approved" and "Locked", which i assume is there by default.
did i do something wrong? Would appreciate for any sort of help....thanks!!

Hi,
 After you have selected the status profile to which you added the object type Marketing plan using Environment->Status profiles on menu bar and save, please open
crm_mktpl
in another session and select the status profile and press Enter.
 You should be able to see the user statuses (present in the status profile) in the status area.
Let me know if you find luck.
Thanks,
Sudipta

Status Profile in cProjects

Hi,
I am working on cProject Suite 4.0.
I have created a Status Profile for User Status in SPRO but when I am creating a Project in cProjects, I am unable to select any Status Profile on that screen.
What could be the possible missing config setting?
Please guide.
Thanks & Regards,
Nitisha Madan

Hi Nitisha,
did you assign the status profile to an object category in cProjects?
Best regards, Daniel
-> Create/Change Status Profile for User Status:
In this activity you define the status profile.
Activities
1. Create a status profile.
2. Assign an object category to the status profile.
3. Define the user status.
4. Assign business transactions to the user status.
5. Translate the status profile and the user status.
For additional information, see:
Further Functions for Maintaining Statuses

Status Profile Settings in SD

Dear All,
Can any one give me the configuration settings step wise to be done in SD for maintaing the "status profile" and also please explain the benefit and maintainance method.
thanks.
Mansur

Hello Mansur;
Just to ray some hints for you related with Status Profile:
A status can allow, prohibit or issue a warning for any subsequent process. A status profile is then assigned to the document type for the header or the item category for the item.
Example: User status for the order
IMG -> S&D -> Sales->Sales document -> define and assign status profile
1.Define status profiles
2.Assign order types / status profiles-----same for VOV8
3.Allocate status profile to item categories------Same for VOV7
To define and change status profiles for any of the documents you can use transaction BS02. The status profile needs to contain following information:
1. Object type: sales order header, sales order item etc.
2. Business transaction: create, change etc.,
3. Influence: The transaction has:
 a. no influence
 b. permitted
 c. warning
 d. disallowed
4. Call up BS02 again->choose one user status->double click->New entry-> Set the Influence for business transactions->Save->Display again->
5. Allocate the profile to the order type u2018ORu2019 (VOV8)
A status object will be created for an item in any of the following cases:
1.The item has been customized to get an own CO object (VBAP-KZVBR = 'E')
2.Calculated costs determination is active (T459K-KALKU <> SPACE) for the requirement class of the item
3.A user status profile has been assigned to the item (TVAP-STSMA <> SPACE)
4.Export control is active for the sales document type (TVAK-EXCOK <> SPACE)
5.The item is a repair item
In all other cases, no status object will be created. You can trace through the FV45PF0S_STATUS_OBJEKT_ANLEGEN to understand why a status object is created or not created in your case.
So, that´s it.
I hope it can be helpful
regards
Ruy Castro

To change user status profile on sales order at run time.

Hi Experts,
We have defined status profile for Sales returns ( Doc type RE) which blocks the return order on creation. There are two statuses here which are to remove the delivery block and to remove the billing block by authorised users.
The requirement is now to have a three level block ( three statuses ) on the same document. We can create a new status profile and assign it to a new return sales order tpye but we want to avoid creating new document types. Since this document type is used across various companies in the group we can not assign a new profile on the existing RE document as well.
My question to all experts is
Is it possible to dynamically change the status profile assigned to the document type based on characterstics like sales org or company code etc? If any body has done this please let me know the user exit , function module, BADI etc where the necessary coding has been done.
Helpful answers will be rewarded with points.
I look forward to your co operation.
Regards,
Kartik Shah

Hi Liam,
In the Program MV45AFZZ in the FORM userexit_save_document
you use the following fn module to change the user status
'STATUS_CHANGE_EXTERN'
Example
IF t180-trtyp = 'H'. "Only creation time
READ TABLE xvbap WITH KEY matnr = c_matnr.
IF sy-subrc = 0. "If above material exist then change status
    LOOP AT xvbap WHERE cuobj NE space
                   AND matnr = c_matnr.
      l_objnr = xvbap-objnr.
      CALL FUNCTION 'STATUS_CHANGE_EXTERN'
        EXPORTING
          objnr               = l_objnr
          user_status         = 'E0013' "Send ej IDOC
          set_chgkz           = 'X'
        EXCEPTIONS
          object_not_found    = 1
          status_inconsistent = 2
          status_not_allowed = 3
          OTHERS              = 4.
    ENDLOOP.
ENDIF.
sy-subrc = 0. "Restore the previous condition
ENDIF.
Reward if helpful *********

How to change a status profile from existing in CRM 7.0?

Hi,
This is the scenario for which I need to change the existing status profile :
We are using categories such as Maintenance , Approvals etc.
There is a huge list of options which comes when we choose the category. We have assigned a status profile to each of these categories.
So for e,g when I choose Maintenance, it also displays other options not related to Maintenance.
Q 1) how to I change the status profile on this??
I tried using CRM_STATUS_PROFILE_CHANGE but it doesnot work
     CALL FUNCTION 'CRM_STATUS_PROFILE_CHANGE'
EXPORTING
    OBJNR                          = iv_guid
    STSMA                          = 'ZV001'
XNOAUTO                        =
X_NOACTIVITY                   = ' '
EXCEPTIONS
   OBJECT_NOT_FOUND               = 1
   NO_STSMA_CHANGE_POSSIBLE       = 2
   STSMA_NOT_FOUND                = 3
   ERROR_OCCURRED                 = 4
   OTHERS                         = 5
Q 2) If the above is not the right way is there a possibilty to hide the statuses ??
Thanks and Regards,
Narayani

Hi,
I am not so clear about your requirement, would you please try to make it clearer.
Which transactions are you assigning the status profile to?
And what is the "categories" do you mean? As I could guess it is the item within the status profile, isn't it?
For example you have a status profile defined as
10 xx01
20 xx02
30 Maintenance
40 xx03
50 Approvals
60 xx04
Is it like the above? Or else, please clarify.
Thanks,
Hongyan

Change the status profile assigned to the line item from PROFA TO PROFB

Hi Experts,
The issue we are having relates more to the fact that the code we have written is changing the item category, however the status profile has already been retrieved from configuration based on the original item category and therefore the status selection that we are getting is incorrect.
Item Category A -> Status Profile PROFA
Item Category B -> Status Profile PROFB
For example we have a line item and item category A is determined through config, this then retrieves its associated status profile PROFA. However we have then coded the system to change item category A to item category B. However the status profile still remains PROFA.
We need to find a way to change the status profile assigned to the line item from PROFA to PROFB.
any quick inputs from any one please......
Thanks in advance
hemanth

Hi
There is perform which moves the values to VBAP field.
This PRCTR field is stored in VBAP (i.e., SO line item table)
USEREXIT_MOVE_FIELD_TO_VBAP
Hope it works.
VVR

Change Status Profile

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