on 09-30-2015 8:15 PM
Hi Friends,
Before, we were using standard status profile on sales order transaction type, since we having some issue with some order, needed to create a new custom status profile and assigned this new status profile to the same sales order transaction type, when I open existing orders, the new status profile is not getting reflecting in the order. Please suggest me how to get new status profile and see the new user statuses in existing orders as I do not have any issue with new order and getting new status profile in new sales orders, but this is not happening old orders.
Thanks and Regards,
Venkat
Hello Venkat,
When you create a new sales order, the status profile defined in customizing is for each object instance copied into table CRM_JSTO.
Technically it would be difficult to change the status profile for inidividual existing order and still keep data consistency and history. All statuses ever set for each order is stored in table CRM_JEST and changes are tracked in table CRM_JCDS.
So as Arden suggested, carefully change the existing profile (do not delete statuses, which are already assigned, for instance). You can still use the new status profile for new orders.
Regards,
Dawood.
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Hi Arden and Dawood,
Thanks for your quick response.
I cannot change the existing status profile as it's standard one. so create a new status profile with new required status and trying to test this in quality where we have issue ( in old order), but not able to set the status which is setup newly. Please suggest me if there is any alternative to set a status for line item from new status profile in old order.
Thanks and Regards,
Venkat
Hi Venkat,
I am a bit confused by the last sentence:
Please suggest me if there is any alternative to set a status for line item from new status profile in old order.
So it is an line item status that you want to change? Item types has their own user status profiles, they are not directly connected with header (process type) status profiles...
Regards,
Dawood.
Hi Venkat,
there is no standard process nor OSS note, as I am aware.
However, if you need to change the line item status, did you assign the profile to your line item type in customizing?
Can you see the new statuses in following combination:
There might be few solution to this, depending on your scenario - however, to bulk change status profile in old records should be the last resort - and it could lead to inconsistencies....
Regards,
Dawood.
Hi Venkat,
no, I think there is no standard process for that. Therefore I would like to know your scenario more, because, for instance, if your line items in old orders are still open, then you can delete them and recreate by custom report.
But prerequisite would be that there are no follow-up documents, no billing etc.
What exactly do you need to achieve from business perspective? What is exactly describing the status you want to apply to old items? Maybe you can use some workaround (like setting internal status, rejecting etc.).
If you need to align within reporting, then you can do this as calculated status in report, where you will branch the result based on status profile.
And I agree with Arden Stricke, you are not very nice to your system ...
For study, you might try to change records in table CRM_JSTO to new status profile (with custom report) and if you have copied your new status profile from the standard one, maybe you will not mess your history (old statuses must have same internal Exxxx numbering).
Then it should be possible to set new status within old items.
But you should not do this in production and try to find business workaround instead...
Regards,
Dawood.
Hi Venkat
This would require programmatic intervention, even then I suspect this could cause more issues than resolving.
Why not make minor adjustments to the existing profile in your development environment and test thoroughly
Regards
Arden
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