| 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. You can run the following print sessions: 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. 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. Position The number used to identify the position of the order line on
the sales or purchase order. Sequence The number used to identify in detail the position number of a
sales order (delivery) line or a purchase order line (detail). 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). 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. | |