| Order blockingIn Sales, you can block
sales orders or sales order (component) lines. Blocking occurs for one or more of the following reasons: - The open order balance exceeds the
customer's credit limit.
- The invoice to business
partner has overdue invoices.
- The invoice to business
partner is a doubtful customer.
- The sales order is
entered by an inexperienced operator.
- The invoice to business partner's credit review period is overdue.
- The sales order has an
invalid or doubtful zip code.
- 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 electronic data interchange (EDI).
- A user-defined general
reason.
Blocking only gives a
rough indication of the situation at that particular moment. A customer's
overdue invoices during the order entry procedure may have been paid by the
time the deliveries are specified. Procedure for order blocking Step 1. Hold Reasons (tdsls0190m000)Specify the reasons for blocking a sales order or sales
order (component) line and the reason categories in the Hold Reasons (tdsls0190m000) session. Step 2. Sales Order Parameters (tdsls0100s400)Specify when orders must be blocked and the reasons for
blocking. If an order must be blocked for one of these reasons, the order is
automatically blocked when it is created. Step 3. Sales Order Types (tdsls0594m000)Specify the step at which the procedure is interrupted in
the Block As of Activity field. When an order (component)
line is blocked, the procedure for this order can only be partially carried
out. If a blocking step is not specified in this session, the order procedure
is not interrupted. Sales orders and sales order (component) lines can also be
manually blocked in these sessions: - Sales Order (tdsls4100m900)
- Sales Orders (tdsls4100m000)
- Sales Order Lines (tdsls4101m000)
- Sales Order Line Components (tdsls4163m000)
Step 4. Blocked Sales Order (Lines) (tdsls4520m000)Blocked orders and (component) lines must be manually
released in the Blocked Sales Order (Lines) (tdsls4520m000) session. In the Sales User Profiles (tdsls0139m000) session, you can specify whether a user is authorized
to unblock orders based on the type of hold placed on the order. You can
specify whether a user: - Can Release Credit Held Orders
- Can Release Margin Held Orders
- Can Release Promotion Check Held Orders
- Can Release Generally Held Orders
An order (component) line can be released in two ways: Soft Release If the order (component) line is blocked due to a credit
check and you select the soft type of releasing, the order is blocked again at
the next phase if the criteria for that reason still apply to the sales order
or order (component) line. If the order is blocked for another reason, you can
only use this option to release the order. Firm Release If a sales order (component) line is firm released, the
order (component) line is released and is not blocked again for the same
reason.
Note - A sales order (component) line can be blocked for several
reasons during order entry. However, if an order is blocked due to a credit
check, you can specify various phases for blocking an order in the Credit Ratings (tcmcs0564m000) session. As a result, the difference between 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.
- You can display all blocked orders, and select a range of
orders to be displayed in the Blocked Sales Order (Lines) (tdsls4520m000) session. The selection criteria for a range of
blocked order (lines) is specified in the Select Blocked Sales Order (Lines) (tdsls4220m000) session.
- Use the Print Blocked Sales Order (Lines) (tdsls4420m000) session to print a range of blocked
order (lines). Use the Print Released Sales Order (Lines) (tdsls0492m000) session to print a range of
released order (lines).
- In the Blocked Sales Order (Line) History (tdsls0592m000) and Order (Line) Blocking History (tdsls0192s000) sessions, information is displayed
about sales orders and (component) lines that were previously blocked and
released.
Credit rating The continuation of a sales order can also depend on the credit
checking of the business partner. You are asked to change the credit rating of the invoice-to business partner if the
following are applicable: - The Hold Reason Category is Credit Check in the Hold Reasons (tdsls0190m000) session.
- The credit rating of the
invoice-to business partner differs from the Pre-Defined Credit Rating Code in the Sales Order Parameters (tdsls0100s400) session.
- The Change Customer's Credit Rating field is Interactive in the Sales Order Parameters (tdsls0100s400) session.
Note If the Hold Reason Category is Credit Check and the order (line) is Firm Released, the released amount (which is the total net amount of the
sales order) is recorded in a blocking history record. Margin control If the Margin Control check box is selected in the Sales Order Parameters (tdsls0100s400) session, LN checks whether the sales price of an item on an order line or quotation line differs too much from the target price. You can determine the action to be taken (blocking, signaling,
or logging) in the Margin Control Parameters (tdsls0120m000) session. The target price is determined by the Target Price for Margin Control field in the Sales Order Parameters (tdsls0100s400) session. Note For margin control, the allowed deviation from the target
price by upper and lower margins can be specified in the Items - Sales (tdisa0501m000) session. | |