Blocking purchase orders

In Procurement, you can block purchase orders or purchase order lines.

Purchase orders and lines can be manually blocked, or are automatically blocked because of a compliance check failure.

Setup and procedure
Step 1. Hold Reasons (tcmcs2110m000)

Specify the reasons for blocking a purchase order or purchase order line and the reason categories.

Step 2. Purchase Order Parameters (tdpur0100m400)

Select the Order Blocking check box and specify a value in the Import Compliance Hold Reason field.

Step 3. Purchase User Profiles (tdpur0143m000)

Select the Authorized to Release Blocked Orders check box for the users who are authorized to release (unblock) orders.

Step 4. Purchase Order (Line) Blockings (tdpur4120m000)

Blocked purchase orders and purchase order lines are displayed in the Purchase Order (Line) Blockings (tdpur4120m000) session.

Manually blocked purchase orders and lines can also be unblocked in this session.

Manually blocking purchase orders
  • To block a purchase order, click the Block option from the appropriate menu in the Purchase Order (tdpur4100m900) session. To block an individual purchase order line, select a line and click the Blockings option in the same session.
  • When you block a purchase order, the status is set to Blocked. For a blocked purchase order line, the Blocked check box is selected.
  • When a purchase order is blocked, all linked purchase order lines are also blocked. If an open receipt is linked to the purchase order line, the purchase order line cannot be blocked. However, the purchase order can still be blocked.
  • You must specify a Hold Reason to indicate why the purchase order or line is blocked.
  • When a purchase order (line) is blocked, a record is created in the Purchase Order (Line) Blockings (tdpur4120m000) session. To release the blocked purchase order (line), an authorized user can click the Release Blocking option.
Compliance check failure

Purchase order lines that are blocked because the import compliance check failed, are displayed in the Purchase Order (Line) Blockings (tdpur4120m000) session with the Hold Reason value retrieved from the Import Compliance Hold Reason field in the Purchase Order Parameters (tdpur0100m400) session.

The blocked lines cannot be released in the Purchase Order (Line) Blockings (tdpur4120m000) session. To unblock a line, you must update the required compliance data and re-execute the import compliance check, or an authorized user can manually override the import block by using the Document Compliance Check Results (tcgtc1510m000) or Override Compliance Check Results Workbench (tcgtc1610m100) sessions.

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