CRM Status Management

[Former Member]

Hi All,

Does anyone has any information, or experience with CRM "STATUS MANAGEMENT" in contracts?

We are tring to set statuses in contracs for users and the system. Our goal is to set a specific status for a specific user. Is it possible to connect applicable "status" to BP (emplyee responsible)?

I would be very grateful for any information regarding this topic, because documentation on this subject is very not consistent.

Thank You for your help.

Regards,

Dawid

[Former Member · Accepted solution]

Hi Dawid,

You can handle this at the MAC level of the respective STATUS tab of the PCUI Contracts application. I have customized STATUS tab for Service Order for my client requirement.

You have to consider enhancing(inherit) the below methods of the MAC.

1) Read - To display filtered content

2) Fill Dropdown Listbox

3) Read Avtive Toolbar.

Let me know if you face any issues.

Thanks

Harsh

[Former Member]

Hi all,

Thank you very much for your answers. I will make use of them in my project.

[Former Member]

The above solution is fine, but can handle this problem only with restriction.

The other best would be... you can use the before_change BADI of status to do the check.

OR

Define a new 'User Staus' profile, and here you can attach authorization key for each user status defined(Check the last but one column).

Now, If you wish to check, whether the status is allowed for an User and BP combination... you need to use both BADI and user status profile.