Create Status Profile in SAP CRM

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Added by Vijayata Srivastava, last edited by Gregor Wolf on Jun 18, 2013 (view change)
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1.

Configuration of Status Profile and Reasons

i.

Define Code Groups and Codes for catalogs

Use CATALOG (O2) (This Catalog is for Opportunity Transaction and is predefined in the SYSTEM)
(a) Create Code group
Go to SPRO -> Transaction -> Settings for Opportunities-> Sales Methodology -> Define Code Groups and Codes for
Catalogs.
Enter Catalog 02 and Press.

Go to New Entry.

(P1 - For Status New) and Save the changes made.

Repeat the same for Other Status as well.

Important Note here is to Release the Status. All the Status needs to be in Released before they used in any Transaction.

(b) Define Code (which can be viewed ad the Reasons on UI)

Click on Codes in Left Tab.
And Create New
In Code define any Alpha Numeric ID for the reasons and in Description write about the reasons for the Status and save the
changes.

Repeat the same for all the Configured Status (NEW, IN PROCESS, WON, LOSS, and ABONDON)

ii.

Define Code Group profile

Now click on DEFINITION of Code group profile in the Left Dialogue tab.
Create a new CG profile (PCG1) then click on Code Groups for Profile.
Choose the Code Group Created by you. And save the changes.

Repeat the same for all the Status (NEW, IN PROCESS, WON, LOSS and ABONDON)

iii.

Define Subject Profiles

Create NEW Subject Profile.

Give any name to your Subject Profile and also pick the Subject Profile category (Status Reason: Opportunity). And provide
some Text for your definition. Then Save the changes made.

Repeat the same for all the Status (NEW, IN PROCESS, WON, LOSS and ABONDON)
Now, Click on the Code Group Profile in the Left Tab.

Create New Entry.

Select Catalogue O2 which is Reason for Status. And Pick your Code Group Profile form the Drop Down. Save the changes
made.

As you save your Code Group Profile here automatically the respective Code Groups will be visible in the Code Group.

Repeat the same for all the Status (NEW, IN PROCESS, WON, LOSS, and ABONDON)

iv.Define Status Profile for User Status

Navigate through SPRO -> Transaction -> Basic Setting-> Status Management -> Change Status Profile for User Status.
In case you need any new Status define here. And Save the changes.

Here you can also change the Position of the status and also can define the visibility of different status on UI.

v.Assign Status profile and Subject Profile to Business Transaction

type
Navigate to SPRO->Transaction->Settings for Opportunities->Maintain Status Reason and Status Profile for Opportunities>Assign Status Profile and Subject profile to Business Transaction type.
Create New
Choose the Transaction from the Drop Down Menu. And the Status for the transaction. Also choose the respective Subject
Profile from the dropdown menu. If you want to make the reasoning mandatory before changing the status choose REASON
is necessary from the options. Save the changes made.

Assign all the Status profile to the Transaction

Test the changes made in Transactions Type on UI. Type transaction BSP_WD_CMPWB and test Component
CRM_UI_FRAME.

Enhancements in CRM 7.0

Opportunity status enhancements: The Closing Date and Progress fields in the opportunity list now function
interactively with the Status field. When an opportunity is won, the system updates the progress to Ok. In general, when an
opportunity is completed, the system sets the current date as the closing date, and locks the date against further edits to
prevent the opportunity from being included in future pipeline calculations.
(ii) Contract Status enhancement: When a service contract is created, initially it has the status In process. For example,
after the object is put into use at the customer site, at item level, you set the Installed On date and save the contract. This
triggers the system to change the status of the contract item to Released and transfers the date from Installed On to
Contract Start. When all the contract items have status released, the system also changes the status of the contract to
Released