Status Profile - Sales Documents

This concept is similar to release strategy concept at purchasing level. At times, the business user requires approval to proceed with the next activity of the sales process upon approval from senior executive or manager. This approval process can be set up to status profile concept.

The status profile can be used in the various component such as Sales, QM, PP etc. In the below case, We will discuss the application of the status profile in sales and distribution module at sales document type level.

This is ideally used during complaints processing such as returns, Credit Memo Request etc..

In Sales documents, we can maintain the status profile at Sales document header and Item level.

Here we will discuss regarding the maintenance of the sales document at Header level.

Below is the config setting need to be maintained :

Goto T.Code BS02 and click on create

Based on the approval levels maintain the statuses. In the below instance I have taken two levels of approval to create a subsequent document for sales order creation.

Goto BS52, Create authorization code and assign against the respective status line item.

Click on object types to view the different levels at which status profile can be applied.

Select 'Sales Order header' for header level check.

Then go back to the item screen and select line item and click on details to control the subsequent document creation.

In this case, we have restricted order with the initial status as forbidden, so that subsequent documents will not be restricted from creation.

For the final approval status, we will select the allowed for creation so that subsequent document will be created.

Upon creation of the status profile,   Maintain status management for authorization object B_USERSTAT, specify object category as chosen (VBK (Header)or VBP ( Item), authorization key, and status profile. Generate authorization.

Assign status profile to required sales document type.

Business Process

Create Sales Order with Order type ' OR'.