Internal Order status TECO and Close

[Former Member]

Hello,

We have internal orders triggered through CRM. Whenever service order is closed in CRM, this changes the corresponding status of internal order to TECO.

A full settlement is carried out at the period end .Even after the status of internal order is TECO and full and final settlement is carried out, system is still allowing the FI postings for such orders. What settings needs to be carried out so that after full and final settlement and TECO status, FI postings should not be allowed.

The number of orders getting triggered through CRM are running in thousands in each month and user do not want to change the status of IO to "close" manually.

Any standard functionality is available for this? or I will have to go for developement? Please let me know in either case.

regards,

makrand

[former_member209919 · Accepted solution]

Hi Makrand,

Status TECO forbides create PR and PO but not GR,GI, invoice or other FI posting.

If you need forbides that when order is TECO FI postings cannot be done you need to create a user status ( exampe TEC1). You have to configure the business operations to forbide FI postings  and configure it to set automatically when status TECO is set.

Regards

[Former Member]

Thanks Clara for the reply,

I have a very little idea of the user status. Will you please guide me further as to how to do this step by step? My requirement is after I carry out full and final settlement, order's status should be closed.

Regards,

Makrand

[former_member209919]

Hi Makrand,

1) you need to create a status profile

2) this status profile has only one status ( Without status number)

3)click on the status you have created and you will navigate to the business transactions

4) select all business transactions that are possible in TECO and you want to prevent as forbidden ( not needed operations like create PR because they will be forbidden by the status TECO, but up to you if you also want include.

5) important, look also for the business transaction "technically complete" and flag "set ---> this will activate your user status when status TeCO is activated and deactivated it when status TECO is deactivated

6) assign your status profile to your order type in the SPRO ( in order to new orders take it by default) , you can modify existing orders to add their status profile if you need it.

Let me know if it is not clear, regards

Clara

[Former Member]

Thanks Clara,

I tried with what you have suggested but still my problem is not resolved. What I wanted is when ever system status is TECO, system should not allow to post FI transaction. Here, If I set the user status to teco and whenever I create an internal order, the initial system status of the order is REL where as User status is TECO.

While defining user status, I disallowed business transaction of FI posting. Now even after the order is created and system status is released, system does not allow to post FI transaction. If I allow the FI posting, my intension of NOT allowing the FI posting is defeated.

Where I am missing? Please guide. I repeat, my requirement is, whenever the system status is TECO, FI postings should be blocked.

regards,

makrand

[Former Member]

Hello Gurus,

Any help ....?

regards,

Makrand

[Former Member]

Hi..

To prevent FI postings for internal order with TECO status, you can insert Validation user exit logic
that  check whether internal order have TECO status.(t-code:OKC7)

To change the status of IO to "close“ automatically, you can develop z-program that have logic that system check
whether internal order have status ‘TECO’ and 0 balance and if so, system change the status of IO to close.

You execute z-program after full and final settlement.

[Former Member]

Hi Big choi,

Thanks for the solution. I am just checking whether this is possible through maintaining user status as suggested by Clara. If it is not resolved through user status, I will try with validation user exit as suggested by you. Meanwhile, if you have any idea of maintaining user status, please guide me.

regards,

Makrand

[Former Member]

Hi..

To use user status, you define user status management as below.(IMG Menu path : Internal order>Order master Data>Status Management)

  -. If you select Status number “10”, SAP don’t allow FI posting.

-. If you select Status number “20”, SAP allow FI posting.

After you assing above user status to order type, you create internal order and you can control FI posting as below.

[Former Member]

Thanks Big Choi,

I tried with the screen shots you provided but I am missing something in config.

I just want to restrict FI postings once the SYSTEM STATUS is TECO.

regards,

makrand

[Former Member]

Hi..

You change system status to TECO status and change user status to Lock status(FI lock).