Define status selection profiles

You can enter a staus selection profile in order to limit the values displayed in a particular report. The report then shows only orders or projects with a given status. You can enter a status profile when calling up a report on capital investment programs or appropriation requests, during the fiscal year change for a capital investment program, or when rolling up the planned values from investment measures. However, the system cannot take the status of program positions into account.

In this menu option you define selection profiles you can use to specify status combinations for selecting objects (for example, orders or operations). A selection profile is especially useful if you select a large number of objects repeatedly according to the same selection conditions (for example, order for printing work papers, for collective release, or for creating order valuations).

Selection procedure

The selection conditions are evaluated top-down. Here the following rule applies:

Example

You want to define a selection profile with which orders with the following status combinations were selected:

To do this formulate:

REL OR (CRTD AND MACM)

But the system interprets:

(REL OR CRTD) AND MACM
Order with the following status combinations are selected:

Thus the original formulation must be reformulated by "multiplying out" to:

(REL OR CRTD) AND (REL OR MACM)

Status 'active', 'inactive', or 'never active'

You can also define the state of a status according to which a selection is to be made:

Example

The following is an example of a selection profile that should select all released orders that either have a missing material or a missing PRT.

link status state
RELEASED (released) active
AND MMAT (missing material availability) active
OR MPRT (missing PRT availability) active

The selection is carried out in two steps:

All the orders are selected with the following status combinations:

indicator 'not'

With this indicator you can reduce the effort required when maintaining selection conditions in particular cases. Many status conditions can be represented more simply by setting the indicator 'not'.

Example

Selection conditions without 'not' indicator:

link not state
<Status> _ inactive
OR <Status> _ never active

Same selection condition with indicator 'not':

link not state
<Status> X inactive

Recommendation

For performance reasons, conditions that limit the selection strictly should be placed at the start of the selection profile.

System status/user status

In a selection profile you can enter both system status and also user status . If you want to select objects according to user status, you must enter the appropriate status profile.

Language dependence of a selection profile

If a selection profile has been created in a language then it can be used in all languages defined in the system. If user statuses are defined in a selection profile then you should make sure that the user statuses are translated in the corresponding status profile. If no translation exists then you must enter the user status in the language in which it was created.

Actions

Define your own selection profiles if necessary.

1. Save your entries.