Blocked Sales Order (Lines) (tdsls4520m000)

	Blocked Sales Order (Lines) (tdsls4520m000) Use this session to list or release blocked orders or order (component) lines. If you select one or more records you can choose one of the following on the appropriate menu to release order (component) lines: Firm Release If you select this option, the order is released and is not blocked again for the same reason. Soft Release If the order is blocked due to a credit check and you select this option, the order is blocked again at the next phase if the criteria for that reason are still applicable to the sales order (line). If the order is blocked for another reason, you can only use this option to release the order. Note LN can block sales order (component) lines for several reasons during order entry. However, if an order is blocked due to a credit check, you can define various phases for blocking an order in the Credit Ratings (tcmcs0564m000) session. As a result, the difference in the firm and soft type of releasing only applies to credit checking. For the other blocking reasons, these types of releasing give the same results. Example LN performs a credit check for the following phases: Phase 1 The order (component) line is blocked at order (component) line entry. Phase 2 The order (component) line is blocked when releasing the sales order (component) line to Warehousing. Phase 3 Tthe order (component) line is blocked when confirming the shipment. If the order (component) line is blocked at order (component) line entry (phase 1), you can click Soft Release to continue the order procedure until phase 2. If the hold reason is still valid, LN blocks the order (component) line at phase 2 again. To release the sales order (component) line to Warehousing and to continue the order procedure until phase 3, click Soft Release. The resulting outbound order line is not blocked. If the hold reason is still valid, LN blocks the order (component) line when you try to confirm the shipment in the Freeze/Confirm Shipments/Loads (whinh4275m000) session (phase 3). Because this is the last phase, you cannot confirm the shipment after a Soft Release. To confirm the shipment while the hold reason is still valid, click Firm Release. On the appropriate menu, you can choose: Blocked Sales Order (Line) History, to start the Blocked Sales Order (Line) History (tdsls0592m000) session. Select Blocked Sales Order (Lines) to start the Select Blocked Sales Order (Lines) (tdsls4220m000) session. You can run the following print sessions: Blocked Sales Order (Line) History to start the Print Blocked Sales Order (Lines) (tdsls4420m000) session. Print Released Sales Order (Lines) to start the Print Released Sales Order (Lines) (tdsls0492m000) session. Note If you started this session by zooming, you can only find and select a record. If this session is started from the Select Blocked Sales Order (Lines) (tdsls4220m000) session, only the records that meet the criteria of that session are listed. Related topics Order blocking Credit rating Component handling - component lines Sales Order An agreement that is used to sell items or services to a business partner according to certain terms and conditions. A sales order consists of a header and one or more order lines. The general order data such as business partner data, payment terms, and delivery terms are stored in the header. The data about the actual items to be supplied, such as price agreements and delivery dates, is entered on the order lines. Pos The number used to identify the position of the order line on the sales or purchase order. Seq The number used to identify in detail the position number of a sales order (delivery) line or a purchase order line (detail). Component Sequence The sequence number of the sales order line component. Hold Reason A reason for blocking a sales order or a sales order line, which can be: The open order balance exceeds the customer's credit limit. The customer has overdue invoices. The customer's status is doubtful. The sales margin of one of the order lines is exceeded. The gross margin of the order is exceeded. The sales order is received through EDI. The sales order has an invalid zip code. The sales order is entered by an inexperienced operator. The sales order line contains a blocked item. A promotion is linked to the sales order (line). A user-defined general reason. An order can be held for more than one reason at any point in the sales order procedure. For example, an order can be blocked due to credit checking (the order balance exceeds the customers credit limit) at the same time as being blocked due to margin control (the gross margin of the order is exceeded). Originating Position The position number of the order line that caused the blocking of the sales order. Phase (for Credit Rating) The phase during which LN performs credit checking. The following phases are available: Phase 1: During sales order entry. Phase 2 When you release the sales order to Warehousing. Phase 3 When you confirm the shipment in Warehousing. Note You can define the phases for credit checking in the Credit Ratings (tcmcs0564m000) session. Expected Release Date The date you expect the sales order to be unblocked. The default expected release date is equal to the system date. You can overwrite the date manually in the Select Blocked Sales Order (Lines) (tdsls4220m000) session. Note The sales order (line) is always manually released in the Blocked Sales Order (Lines) (tdsls4520m000) session or the Sales Order (Line) Blocking (tdsls4120s000) session. Soft Release If the order is blocked due to a credit check and you select this option, the order is blocked again at the next phase if the criteria for that reason are still applicable to the sales order (line). If the order is blocked for another reason, you can only use this option to release the order. Firm Release If you select this option, the order is released and is not blocked again for the same reason.