How To Fix CRM_BSP_USERFACE013 - Follow-up document could not be created due to status or lock

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_BSP_USERFACE - Interface Messages for PC UI

• Message number: 013

• Message text: Follow-up document could not be created due to status or lock

Self-Explanatory Message

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Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_BSP_USERFACE013 - Follow-up document could not be created due to status or lock ?

  The SAP error message CRM_BSP_USERFACE013 indicates that a follow-up document could not be created due to the status of the original document or because it is locked. This error typically occurs in the SAP Customer Relationship Management (CRM) module when trying to create a follow-up document (like an order, quotation, etc.) from an existing document (like a lead or opportunity).
  Causes:
  
  Document Status: The original document may be in a status that does not allow for follow-up documents to be created. For example, if the document is completed, canceled, or in a status that restricts further processing.
  Document Lock: The document might be locked by another user or process. This can happen if someone else is currently editing the document or if there is a system lock due to a transaction that is not yet completed.
  Authorization Issues: The user may not have the necessary authorizations to create a follow-up document from the original document.
  Configuration Issues: There may be configuration settings in the CRM system that restrict the creation of follow-up documents based on certain criteria.
  
  Solutions:
  
  Check Document Status: Review the status of the original document. If it is in a status that does not allow follow-up documents, you may need to change the status or create the follow-up document from a different document.
  Release Locks: If the document is locked, check if another user is editing it. You may need to wait until the other user has finished or, if necessary, contact your system administrator to release the lock.
  Review Authorizations: Ensure that the user attempting to create the follow-up document has the necessary authorizations. This may involve checking user roles and permissions in the SAP system.
  Consult Configuration: If the issue persists, consult with your SAP configuration team to review the settings related to document statuses and follow-up document creation. They may need to adjust the configuration to allow for follow-up documents under certain conditions.
  Check for System Errors: Sometimes, system errors or inconsistencies can cause this issue. Running a consistency check or reviewing system logs may help identify underlying problems.
  
  Related Information:
  
  Transaction Codes: You may want to use transaction codes like SM12 to check for locks, SE11 to check table definitions, or SE37 to review function modules related to document processing.
  SAP Notes: Check the SAP Support Portal for any relevant SAP Notes that may address this specific error message or provide additional troubleshooting steps.
  Documentation: Review the SAP Help documentation for CRM to understand the workflow and status management related to follow-up documents.
  
  If the problem persists after trying the above solutions, it may be beneficial to engage with SAP support or your internal SAP support team for further assistance.