SAP C4C: Controlled Status sequencing

[Govil_Banga]

This blog is intended to share insight of a basic challenge related to status progression especially when we have custom validation in place for each status and learning i acquired from one of the recent projects.

Prerequisite:

• Intended for SAP Consultant


• Posses technical understanding of Code list restriction functionality and C4C UI adaptation.

Background

While setting up any business process, status progression in required sequence is quite important. And it is very basic requirement that only allowed statuses should be visible for a current status for any business transaction and subsequent status should be visible to user only when certain system (custom) validation are successfully performed.

I am sure that you all have thought of 'Code list restriction' functionality by now. Partially it is Right as we can easily achieve the status sequence and next allowed status progression by simply creating a code list restriction on status field (code to restrict)  with reference to status field (Control Field) as shown below

 

 

Limitation: Code list restriction works pretty well when it is only about displaying the next values based on the current values however it has a small limitation when it is used in combination with the custom code validation for e.g. field mandatory checks, party role mandatory validation or any custom validation for that matter etc. Basically with afore mentioned code list ,once we select  any status from allowed status then without even saving the transaction it allows you to select the further subsequent status.

Let's take simple fictitious example to understand it, say we have a custom complaint transaction with below allowed status

• New


• Information Gathering


• Ready for Quality


• Approved


• Rejected


• closed.

And a code list restriction is created in system for status progression as mentioned below

Current Status	Next Subsequent Allowed Status
New	Information Gathering
Information Gathering	Ready for Quality
Ready for Quality	Approved Rejected
Approved	Closed
Rejected	Rejected

 

Then say we have written a custom code/validation rule on status 'Ready for Quality' which checks mandatory fields in product line item and we have a requirement that  'Approved' and 'Rejected' status should  be visible as next available options only when all the mandatory fields are maintained in line item for Ready for Quality status..

However as per current code list config,  the moment user select Ready for Quality status,  'Approved' and 'Rejected status' will become visible and available for selection no matter whether user has saved the transaction. which means all the custom validation maintained for Ready for Quality is bypassed..

Solution Approach

• Create a Custom control field (field type list/dropdown) and maintain total dropdown values equal to the total count of status. Lets say values are A,B,C,D,E,F considering above example


• Default the value of the field to A

• Create a Code list restriction w.r.t the 'status control field' Instead of creating code list field with reference to Status field itself.

Code list logic

Status Control field (current value)	Allowed Status based on control field status in code list	Set 'Status Control Field' once custom validation/s is/are met
A	New	B
B	Information gathering	C
C	Ready for Quality	D
D	Approved Rejected	E if approved F if Rejected
E	Closed	E
F	Rejected	F

• Use Workflow or enhance before save event (depending on your required logic validation) to set the next value of 'Status Control field'


• Use Status control field values instead of Status codes in UI rule validation for field behavior for accurate results

 

Summary: Simply by maintaining code list restriction in combination to a custom field and logically using the custom field values in field behavior rules/custom logic, we can achieve the well controlled status sequence in any transaction to met the expected business process.

for e.g. in aforementioned scenario, use combination of status control field 'C' and status 'Ready for quality'  in validation logic for product line item field mandatory behavior and then use workflow/custom logic to change value from C to D only when all the mandatory checks are successfully passed.

Happy Consulting!

Cheers

Govil Banga