Purpose Normally, the CRM status of sales orders with the status 'completed' inthe R/3 OLTP system, are also automatically set to 'completed' in theCRM system. However, if an error should occur, you have the option of triggeringthis status change in the CRM system manually with this report. With the help of this report, you can also set the CRM status of salesorders with the status 'completed' in the R/3 system, to 'completed' inthe CRM system. Features Selection Enter transaction numbers, data with the last change and / ortransaction types, and choose Execute>.Output You receive a list of transactions with the R/3 status 'open'. You also receive the following information:
- The leaf symbol means that the transactio nor item has the status
'open' or 'in process'; the green tick means that the transaction hasthe status 'completed'.
- In the first column, you see the status of the transaction or item in
the CRM system.
- In the Item> column, you see the number of the item whose status
is to be changed. If you do not see a number here, it is the headerstatus of a transaction.
- In the Status> column, you see the system statuses that are set
for this transaction or this item.
- In the further columns, the data and time of the last change made to
the document and the last person to change it are displayed.
- In the OLTP-Status> column, you see the R/3 item status for the
document. If you place the cursor on a line and choose Details>, you branchdirectly to the relevant transaction to display the transaction. Here,you can display the transaction and, if required, the status details.Activities The Update mode> flag is not set in the standard configuration,and you receive the list of transaction whose status is to be changedin display mode. As soon as you set the flag and choose Execute>the statuses for the transactions are updated. If you execute the report in the update mode, the CRM status for theselected documents at header and item level are set to 'completed'. Werecommend that you schedule this report regularly, for example, hourly.In this way, the run time of the report is shorter, and users inInternet Sales are keep up to date regarding the status of the salesorder.
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