Status of Financial Document

[Former Member]

Hi All,

Can we change the Financial Document Status to "C" (Notification that document has been sent) after the status of that financial document was set to "E" (Change in document has been submitted) ? And how to do that ? Or we must create a new Fin Doc ?

Because one of my user want to change back the status of a fin doc.

Thank you

[Former Member]

Hi Rudy,

Not sure if following references could help or related to your case, but you could try it out to see how the effects.

Setting the Status of Financial Documents

Use:

A financial document's status controls whether it is available for use in sales orders. For example:

Status to B 'Document is incomplete' means that you still need additional information for the financial document

Status D 'Document is available and can be used' means that the financial document can be assigned to sales orders

Status E 'Change in document has been submitted' means that the document cannot be assigned to a sales order until you change its status to D

Prerequisites

The status of a financial document is protected by an authority object. You can configure the authorization object to allow several users to create, change, or display financial documents while allowing only one or a few users to maintain the documents’ statuses. Only users assigned activity 36 (extended maintenance) for this authority object have permission activate a financial document.

You can also configure the SAP System to require two people to activate a financial document. This configuration helps ensure that the financial document data is double-checked before it can be used in the system. Maintain the double-check feature in Customizing for Sales and Distribution. Choose Foreign Trade/Customs ® Documentary Payments ® Basic settings ® Define Indicators for Financial Documents. Select a Financial Document Indicator and then Goto ® Details. Select Double-check on under Extended confirmation control.

Procedure

Go to the Cockpit for Documentary Payments.

Choose Maintain financial documents.

On the Status tab, select a status.

If you want to activate the document, choose status D (Document is available and can be used).

Save the financial document.

See also:

Maintenance of Financial Documents

Regards.