How can I lock planning data using SEM-BPS Status tracking monitor

Hi,
What are the pre-requisites for being able to lock planning data when using certain header characteristics
in customizing the Status and Tracking System in BPS ?
I have done the following and expect the locks to be set, but they are not set and the data is still available for planning :
1. Assigned the 0COMPANY hierarchy to a subplan with a planning area which has header characteristics : VERSION and CALYEAR.
Header  characteristic customization is as follows :
CALYEAR = 2005
VERSION = V1
2. Have set the status of all nodes in the hierarchy to 'approved' .
3. I execute a Web planning interface for this planning area with a selection of a 0COMPANY within this hierarchy, PLANYEAR = 2006, CALYEAR = 2005 and expect the plan to be locked but its not.
Could someone kindly explain why ?
Regards.
PS : Hope the scenario is clearly explained.

Hello Anuradha,
The plan data should be locked after the status is switched if
- the package selection used in the planning function or planning layout is entirely contained in the header selection
- you do not access the plan data via a multi area
- the user does not have the authorization "STS_SUP" (super user).
It is important to note that the characteristic used to define the hierarchy is not used in the locking. The characteristic is only used to define the hierarchy.
In your example only the characteristics year and version are relevant for locking as these are the only ones used in the header selection. The data should be locked if the package selection is year = 2005 and version = V1. If you have a selection like year = 2005 and version = V1, V2 then the data is not locked as the selection is not completely contained in the header selection. Note that even if you only use version V1 in your selection but if you use a planning layout that has V2 in a comparison column then the system will enlarge the selection and data would not be locked.
Best regards,
Gerd Schoeffl
SAPNetWeaver RIG BI

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