Restricting User Status in CRM

[Former Member]

Hi Experts

We have a requirement in SAP CRM to restrict User statuses so that when the CRM Order is in a certain status, no other statuses are visible as a drop-down.

In above screenshot, if status is "Dealer Submitted" the rest of the status should not be displayed.

Kindly advise.

Thanks

Susmita

[Former Member]

Hi Susmita,

You can achieve this by doing some SPRO setting.

Goto the below mentioned path :

SPRO->CRM->Transactions->Basic Settings->Status Management->Define status profile for user setting

Goto to your status profile and set the lowest & highest status no. same as the status number.

Thanks & Regards

Richa

[former_member710155]

Good afternoon Richa

I believe that the status will get blocked in this case (it would be like having only one status).

It wouldn't make sense to have all the other possible values.

Normally on this area you would use status authorizations.

@Susmita, could you detail your business need?

   Is the status changed automatically ?

   Do you want to prevent changing the status or blocking the drop down itself ?

Best regards

Razvan Zainea

[Former Member]

Hi Razvan, Richa

Thanks for your response. Following is the business requirement :

There are 3 level of approvers who should be able to see the statuses to which they have access, after Dealer Submitted status is set. However, there is 1 group of users i.e. the dealers, who should not be able to see any other status after Dealer Submitted is set.

So after status is set to Dealer Submitted by Dealer, Dealers should not be able to do see/change the status. Only the approvers should be able to see the statuses as per the high/low status limit defined. Dealers will have access to other statuses, which they will be able to see once the request has been changed to some other status by approvers.

Best Regards

Susmita

[former_member710155]

Good afternoon

Some quick thoughts:

- The current status can be seen by any user no matter the availble authorisation.

- A combination of authorizations as Neha has suggested + settings in the status profile on columns Highest status/Lowest status should cover the requirement.

Regards

Zainea Razvan

[Former Member]

Hello Sushmita,

You can use authorization object  B_USERSTAT. With this authorization object you protect the setting or deletion of user status in the general status management of orders, projects, etc.

Authorization codes are created in SPRO --> SAP Customizing Implementation Guide --> Customer Relationship Management --> Transactions --> Basic Settings --> Status Management --> Define Status Authorization Keys

If you assign an authorization code for a certain status, this means that only users who have authorization object B_USERSTAT assigned to one of their roles, and are authorized to 01 (create or generate) for the specified authorization code, will be able to set the status. All other users will not. Hope this input was helpful for you.

Thanks!

Neha Gupta