Status Overview in Sales Documents

Description

From Release 4.0A you can use the new Status overview function to see important status information about sales documents at header and item level. You find the status overview in all sales documents by going to the Environment menu. In order to display status information for the header and item clearly, the status overview is constructed as a multi-level hierarchy tree.

As initial information the status overview shows the most important current status at header and item level. By expanding the hierarchy nodes you access more detailed status information about the header and item, as well as branching into additional document information.

When you call up the function, the system uses all the relevant statuses for the business process to dynamically determine the most important status for that process. This is the status that appears on the initial screen. Important statuses could be, for example, the last status change of a document, or the most important status depending on document type or item category, which hasn't yet been changed. Document type, item and schedule line categories are all used to determine which status information is most significant. The following table is an example of the most important document status according to document type and item category:

Document type/Item category  relevant status (example)
Quotation, contract			reference status
Returns						delivered, billed
Credit/debit memo				blocked for billing, rejected, billed
Order (normal item)			confirmed, delivered, billed
Order (individual				ordered, confirmation, goods receipt,
	purchase order)			delivered
Order (third-party item)		 ordered, order confirmation, invoice
								 receipt
free-of-charge item			delivery status
Made-to-order					confirmed, billed 

A chronological sequence (order, delivery, billing document) of the display-relevant statuses is set for all document types, combined with the item and/or schedule line categories.

When you call up the information, the system generates the most important status. The following parameters control the display-relevance of the status information: relevant for delivery, relevant for billing, requirements type, order type, completion rule.

Because the status overview displays a lot of information that was distributed between different status displays in earlier releases, the following changes have been made: