Restrict Proforma creation before approval ( Status Profile )

Dear All,
I have set up status profile for sales order with 2 levels as below
1) ZNA - NOT APPROVED ( no proforma allowed and no delivery allowed ) .
2) ZSM - SALES MANAGER ( proforma allowed and delivery allowed ) .
At level 1 - ZNA Level delivery is getting restricted but the proforma is getting created
i want to stop the creation of proforma invoice till the sales manager approves the second level of approval.
kindly advise how can i restrict the proforma invoice from being created at level - 1 ( ZNA )
With Regards
Mohammed Raees
Edited by: Raeesuddin Mohammed on Dec 27, 2011 1:03 PM

Hello,
You can try billing block at item category level, let me know if am wrong.
Jay

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Status Profile for Internal Order

Hi,
Please tell me during creation of new status profile for new internal order type under status I have mentioned LKD - Locked and PLIM - Write plan line item. What should be used its corresponding Business Transactions with No Influence, Allowed, Warning, Forbidden, No Action which i need your valuable suggestion for our new implementation project.
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Hi Anand,
My query is while creating Status Profile in tcode OK02, there are various business transactions are available under status which one is No Influence or Allowed or Warning or Forbidd etc. I need to know the actual business transactions required for the status profile. Presently I have mentioned two business transactions which are Release and Write plan line item under status LKD(Locked). Release indicator is "Not Influence" and "Set". And Write Plan Line Items checked only "Allowed" as business transactions. But another user status "PLIM" I am not able to incorporte business transactons. While click on new entries A to W business transactions are appearing which are all "No Influence". But after saving the screen and back from the screen records(Business transactons) are not being saved properly.
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Hi all,
Is there a way to default a Status profile and the Initial User profile upon BP creation?
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2 - Middle
3 - End
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Hi all,
thanks again for your patience.
I am sorry to look dumb but I cannot solve my problem yet.
I have done the following Steps:
I have created status profile ZTest
I have defined 3 user statuses with the following settings:
Status Number - Status - Text - Initial Status - Lowest - Highest - Position - Priority
1 - DRFT - Draft - X - 1 - 3 - 1 - 1
2 - APVD - Approved - - 2 - 3 - 1 - 1
3 - CANC - Cancelled - - 3 - 3 - 1 - 1
I have select Object Type "Business Partner"
When I go in the Transaction control (for each single User Status) and I press "New", two transactions are displayed:
Business Partner Usage
Change (Business Partner)
And for each of these I can define No influence, Allowed, Warning, Forbidden (the remaining columns, i.e. No action, Set, Delete, do not have the radio button below).
Moreover, going in the Object type transaction, I find "Object type does not set initial status".
Whichever combination I try in assigning Transaction control to user statuses, nothing changes in the BP creation transaction (i.e. I can assign any User Status).
Where am I wrong?
I cannot find the place where I assign the transaction to the user status.
I need user status to maintain approvals of Master Data. No need to block transactions etc. What my user expects is to go to BP transaction, press Create Person or Organization, and find there the ZTEST profile with the Draft user status setting AUTOMATICALLY ASSIGNED. So far the ZTEST is to be assigned manually and the initial user status can be selected without restrictions (i.e. I can select Draft, Approved or Cancelled). Anyway, once assigned e.g. Draft, the possible user status changes are correct according to the Low-High status settings.
Thank you.
Ciao!
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Edited by: Massimiliano Lamagna on May 21, 2008 4:40 PM

Role for IM for restricting Approved status manually

Hi experts,
I have created one role, and I assigned this role to one test user. Before this I have maintained user status profile with the authorisation keys for UNCH,APPR, and REJD as UNCHkey,APPRkey, and REJDkey.
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hi
check the authorization object for the transaction code

How to restrict status profile for sales order.

Dear Friends,
Pl suggest me for follwoing scenario
►     As per business process for tender/ institutional sales and exports, the order is complete once the complete delivery and invoicing for the same has been performed.
►     It was also observed that a sales order may be modified (material, quantity, price etc) even after complete invoicing of the same has been performed in SAP.
     The requirement is Possibility to enable a control to restrict any amendments to the sales order after complete delivery and invoicing will be explored as per business requirements.
Is there any solution above scenario without writing any code.
Regards,
Atul
Edited by: atul thakur on Oct 28, 2009 5:09 AM

Mr Atul,
My understanding is, you don't want your user to be able to change the pricing and order quantity once the order is complete, i.e Delivered and Shipped.
The status profile will not help you in the above scenario, Price/Quantity changes will not come up as Business transactions that can be controlled at Status profile.
Standard SAP restricts the price changes to a completed item of the order, so no need to worry about this.
But order quantity can be increased any time.
So to restrict the user to increase the order quantity you need to use the User-Exits that SAP provided.
Use the MV45AFZB user-exit program and form FORM userexit_check_vbap to code this.
Hope this helps you.
Regards,
Aj.

Status Profile - Restrict any changes made in sales document

Hi SD Guru's
I have a situation here. I have maintained status profile with one of the status as "REJ - Reject Sales Order". Now when i set that status "REJ" and save the order, and open it by transaction VA02, i can make any changes in the order document such as adding new line item. I want to restrict any changes for this order now. How can i tackle this situation. Can you please help me with the same, its urgent.
Regards
Ravi

Dear Ravi
This can be controlled in two ways.
1) Through User Exit : MV45AFZZ by not allowing the specific users to make changes
2) With the help of your Basis Team, authorization of VA02 should not be allowed for the said users.
Thanks
G. Lakshmipathi

Stopping PO creation using Status profile

Hi,
We are using status profile to release orders.In the case of third party item, we need to stop po creation.Even though i forbidd PO generation in status profile, po is generating for third party items.How to solve this issue?

Did you tried to control this with transaction control in BS02? Use object type VBK Sales order header and transaction control create PO.

Status Profile -Transaction Creation

Hi to all.
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CAPR approve
CCID change number.
CCLS finsih    Etc..
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Is it Transaction Types???
regards,
sanjana

Hello Sanjana,
This is only used for CRM Activities. Press F1 when you cursor is in that field to get the explanation:
CRM: User Status Triggers Business Transaction
This field is only relevant if the status schema for object type CRM Activity is to be used. If you set a user status this triggers the execution of the business transaction assigned here.
This has the followig consequences:
The system status assigned to this business transaction by SAP is set/deleted (transaction BS33, menu option Follow-up actions)
The user status you assigned to the business transaction under menu option Business transaction control in this transaction is set/deleted
Hope this helps,
Reward points if useful, people put their time in providing you with an answer!!
Regards,
Joost

Change in Quotation (VA22) should trigger re-approval in Status Profile.

Dear All,
Through Status Profiles we had configured approvals in Quotation.
Now, Our requirement is to re-trigger for approval when ever any changes are made in the Quotation(VA22) once approved.
Is there any Standard configuration, through which I can achieve the requirement or should I have to look for any enhancement through user-exit.
Please Suggest.
Regards,
Dilip

Hi,
As far as I know, the business transaction Change quotation not available in the status profile for any of the statuses and hence this may not be possible in standard feature.
You have to enable it only by some coding/customisation. I am not even finding the right user exit for this. But I think if you talk to an ABAPer, either he will tell you a way to include the Business transaction Change quotation to the status profile or to control the status by means of coding.

Status Profile for not allowing UD before RR

Hi Experts
I have customized a User Status Profile not to allow UD if no RR is done.
But how ever in the case where I go to UD and try to do a UD for the lot which has not been RR it will give me status check error. So I cancel the error window and goes out of UD transaction. But while going out of UD transaction the system asks a "Confirmation Prompt 'Do you want to save your data first' "
If Yes is pressed the system saves the UD transaction (ofcourse with out a UD code) with Inspection Lot system status ICCO which will not allow the changing of results later.
How to over come this saving of Inspection lot and changing the status ?
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Jomy

Dear VRMP
When there is a status profile which will block UD without RR and still you try to give UD and try to save the RR gets locked. Please note that UD is not given for the lot.the status of the lot will be REL ICCO. The reason being systems automaticaly updated that inspection is completed
I have come across this issue. I have not found a solution for this. But i have found how to unlock the inspection completion
Go to QA11> Go to menu button EDIT> Reset > Inspection Completion> go to Edit again> Reset > Short term inspection > save> refresh the lot
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Status profile for Userstatus

Hello all,
can any one share with me any custom configuration doc for user statuses.
[email protected]
thanks and regards,
Muralidhar Prasad.C

Hi,
Below are some customization for status management:
Status Management
Use
Status Management allows you to control whether documents are visible to particular user groups. The system uses status management in the approval process.
Prerequisites
The status management service must have been activated for the repository in which the documents are stored. This setting is made by an administrator.
Features
The system sets the status automatically if you carry out an action, for example, if you send a document to be approved before it is published (see Publishing with an Approval Process).
The status of a document is displayed in its Details dialog box. A document can have the following statuses:
Status
Visibility
In Progress
Only visible to authors (users with write permission) and users with the service permission Approver Administration.
For Approval
Only visible to authors (users with write permission), approvers, and users with the service permission Approver Administration.
Rejected
Only visible to authors (users with write permission), approvers, and users with the service permission Approver Administration.
Released
Visible to all users with read permission.
Archived
Only visible to authors (users with write permission) and users with the service permission Approver Administration.
Status Management in Business Transactions
Use
You can use the general SAP Status Management when processing business transactions.
You can document the current processing status of an object (for example, a sales order), using status management. The current object state can consist of a combination of individual statuses. Any number of statuses can be set for an object.
The system statuses Open and Do not distribute and the user statuses Quotation created and Do not print can be active simultaneously in a quotation.
Each status fulfills two functions:
·        It informs you that a specific status has been set (for example, the quotation was released).
·        It specifies which step you can or cannot take next (for example, release is allowed).
If a business transaction is executed, this can set or delete one or several statuses for the relevant object. The switch between status and transaction can be portrayed as follows:
Statuses are portrayed in the system in two different ways:
·        As 30 character text
·        As 4 character abbreviation (only in status profile)
Both methods of portrayal are language-dependent.
There are two types of status:
·        System status: Status that is a status set by the system, which informs the user that the system has executed a specific business transaction on an object. You can only influence this status if you execute a business transaction that changes the system status.
If you release a quotation, the system automatically sets the system status to Released.
However, there are also some system statuses in CRM that the user can set or reset as he wishes, for example, Do not distribute. These statuses are defined in the CRMC_STATUS_PROC table.
·        User status: Status that you set, that you can create as additional information to the existing system status. You define a user status in a Status Profile that is created in Customizing for business transactions. You can define and activate as many user statuses as you wish. A status profile can then be assigned to the following in Customizing for business transactions:
¡        To a transaction type (for header status)
¡        To item categories (for item status)
A status profile can be assigned to several transaction types and item categories.
System status and user status influence the business transactions in the same way.
The header status is independent of the item status. One exception is the status Completed. If all items have the status Completed, the header status is also set to Completed.
Integration
A business transaction is not a static object, but it has its own life cycle, which starts when it is opened and ends when it is completed. During this time, different business transactions change the business transaction. It is, for example, forwarded for release or set to completed.
There are four system statuses that represent the life cycle of the business transaction:
·        Open: has been recently created and not yet processed (for example, contract from the Internet)
·        In process: administrator is clearing up questions
·        Released: contract is complete and legal. Follow-up processes can be started (printing, billing, distribution, releases and so on)
·        Completed: All actions directly linked to contract are completed
·        Closed: all actions indirectly linked to the contract are closed (for example, from R/3: batch run to actual costs)
Prerequisites
If you want to display and maintain the user statuses, you need to have maintained a status profile and assigned it to the relevant transaction types and item categories. To do this, go to Customizing and choose Customer Relationship Management ® Transactions ® Basic Settings ® Status Management. You have made the assignments in the activities Define Transaction Types and Define Item Categories.
Features
You can set and delete a status. Statuses that can be set and deleted always reflect the current document situation. However, the system only displays the statuses for setting that can actually be set, with reference to the current transaction status.
The following functions are available to you at header level:
·        Display of system and user status
¡        You have maintained a status profile: The system displays the user status that is assigned a status number, as well as the user status without a status number. The system statuses are displayed separately from the user statuses.
¡        You have not maintained a status profile: Only the system statuses are displayed.
The statuses that are not active are displayed for selection. During selection, the corresponding system status is executed according to the settings in the control table.
·        R/3 transfer and R/3 status: Display of distribution status to SAP R/3 and other statuses for the business transaction in SAP R/3
·        System status / user status: detail view of the individual status area with the option of setting and resetting the status
·        Total item status: Overview of statuses at item level, such as inquiry, quotation, rejection and block status. The individual status lines are only shown if they are relevant for this transaction type
The following functions are available to you at item level:
·        System status / user status: you can set and reset statuses with restrictions.
·        Block / reason for rejection: you can reject an item or set a billing block. You must select a reason in both cases. You can also set a delivery block and credit block
Specifics for CRM Enterprise and Interaction Center
The following functions are also available to you:
·        You can lock or cancel all items at header level. You can set a billing block or cancellation for all items. This is a kind of fast setting of the flag at item level.
·        You can display the distribution status to SAP R/3 at item level.
Specifics for the SAP GUI
You can display a status analysis. If you would like to analyze a problem individually, and would like to know for example why the system does not display a specific status for setting, you can use the status analysis to call up a technical analysis function.
Specifics for Channel Management
The channel manager can set all user status values, while partners can only set the status values that are relevant for them. This relevance is determined via Channel Management-specific authorization keys. You can find further information in the Implementation Guide under Customer Relationship Management ®Transactions ® Basic Settings ®Status Management ® Define Status Authorization Keys..
Check out the relevant link:
http://help.sap.com/saphelp_crm50/helpdata/en/73/29943a7acb9023e10000000a114084/frameset.htm
Thanks,
Samantak.
Rewards points for useful answers.

Status profile Process

Hi Gurus,
I have a scenario and the requirement is client wants to have "Release order process"(i.e.,status profile) where they want to have three users for which the Sale order need to be approved which we can do in Standard process.I have configured standard configuration for the Status profile but the requirement Says that we have three users
1. L1-Order creation(The first user L1 creates the order and delivery has been blocked to him but L1 User says that again he will only create the delivery and Invoice)
2. L2- The second user only checks the price and it has to again to L3
3. L3-The third user also checks the price and it has to go to L1 to create Delivery and Invoice
So,gurus tell me how i need to do this process as i know the standard process
Thanks & Regards,
A.Sudhakar

Hai Sandeep,
Thanks for your reply and steps you have can be done but "L1" wants to create delivery with VL01N and invoice with VF01 and no one will have authority to do so.
The Users L2 and L3 are there just for checking the prices as they are "Sales Head" and " M.D"
So, i want to know how can L1 can create the VL01N and VF01 with this process
With Regards,
A.Sudhakar

Business transaction Control in status profile.

Hi Friends,
Can anyone please explain me? in tstaus profile we maintain status and then in status we create new entries for Business transaction Control.
Please explain me the below maintion each if possible in detail.
Change configuration data
Complete
Create billing document
Create delivery
Create inquiry
Create quotation
Create sales document
Goods issue delivery
Incoming invoice
Incomplete req. configuration
Lock
Material assembly
Material purchase order
Material purchase requisition
Param. Effectivity Val. Assgmt
Post goods issue
Unlock
reply awaited.
Reagrds/ashu

Hi,
Status Profile:
Eg
You want pricing for a certain sales order type to be checked before billing is possible. You can do this by specifying that the document automatically receives a self-defined status which prevents billing.
Actions
1. Define a status profile.
2. Assign one or more statuses to the status profile.
3. Determine for each status whether it is to be set automatically or manually when creating the document.
4. Define for the status which business functions should be suppressed or at least accompanied by a warning message.
5. Now assign the status profile to a document type or an item category, for which status management should be active.
Based on each status u can allow or restrict the documnets that would want to system to either create, give a warning, or simply ignore.
Hope it helps you.
If it does reward points for contribution.
Regards
Ravi

Status Profile @ Item Level

Hi ALL,
This is regarding Status profile. I have maitained status profie in Quotation item level.
Quotation has to approve by diff depts i.e. MM/PP sequentially.
so i have maintained- as
status no./ status/ initial status/ Lowest/Heighest/Position/Priority
1 / APRD / Approval req'd by MM / 1 / 2 / 1 / 1
2 / OKMM / OK by MM / 2 / 4 / 1 / 1
3 / NOKM / Not Ok by MM / 2 / 4 / 1 / 1
4 / OKPP / Ok by PP / 4 / 6 / 1 / 1
5 / NOKP / Not ok by PP / 4 / 6 / 1 / 1
6 / DONE / Finally approved / 6 / 6 / 1 / 1
when MM dept, trying to choose "NOKM- Not OK by MM" system is not allowing.
as per system settings, I should check status-2, before proceeding to status-3,
where as I want in such a way, either I can choose status 2 or 3.
Let me know, if anyone done this status profiles??

Thanks for your interest.
I have done the rel changes as suggested , system is still giving error.
as per my observation system is not checking at lowest/Heighest levels.
it is checking as per assigned "Status no" such no.1 , 2 & 3 so on.
( Lowest colums i have maintained "2" in step 2 & 3 which allowing me to move from 2 - 3 & 3 - 2, which is fine)
similarly system should allow me choosing from step-1 to step- 3 direclty,
ANYMORE IDeas

Status Profile - Sales Order Change

Hi,
I have a issue regarding Status Profile in Sales Order.
I have a sales order with two status -
Awaiting Approval ( Initial at the time of creation of Sales Order )
Approved ( Approval by HOD after creation )
No changes has to be done in Sales Order once approved, if any changes to be done then, needs resetting of the status to initial.
How to control the same.
I have checked the transactional control in user status but change sales order control is not there.
Can be controlled through user exit then how can it be be done.... User Exit name and brief logic of possible.
Regards
SD Consultant.

Hi
You can use MV45AFZZ include to find appropriate User exit for your requirement with the help of your ABAPer.
USEREXIT_SAVE_DOCUMENT would be suitable to you.
User status are maintained at JEST table, so you can write code to activate status 1 and deactivate status 2 if sales order changed.

Restrict Proforma creation before approval ( Status Profile )

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