Blocking sales orders

In Vendite, you can block sales orders or sales order (component) lines.

Blocking occurs for reasons such as the following:

  • 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).
  • The sales order fails the export compliance check.
  • 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.

Setup and procedure
Istruzione 1. Motivi di blocco (tdsls0190m000)

Specify the reasons for blocking a sales order or sales order (component) line and the reason categories in the Motivi di blocco (tdsls0190m000) session.

Istruzione 2. Parametri ordini di vendita (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.

Istruzione 3. Tipi ordine di vendita (tdsls0594m000)

Specify the step at which the procedure is interrupted in the Blocca dal passaggio ordine 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:

  • Ordine di vendita (tdsls4100m900)
  • Ordini di vendita (tdsls4100m000)
  • Righe ordini di vendita (tdsls4101m000)
  • Componenti righe ordine di vendita (tdsls4163m000)
Istruzione 4. Ordine di vendita bloccato (righe) (tdsls4520m000)

Blocked orders and (component) lines must be manually released in the Ordine di vendita bloccato (righe) (tdsls4520m000) session.

In the Profili utente vendite (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:

  • Rilascia ordini sospesi per credito
  • Rilascia ordini sospesi per margine
  • Rilascia ordini sospesi per verifica promozione
  • Rilascia ordini sospesi per motivi generici

An order (component) line can be released in two ways:

  • Rilascio provvisorio
    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.
  • Rilascio definitivo
    If a sales order (component) line is firm released, the order (component) line is released and is not blocked again for the same reason.
Nota
  • 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 Valutazione del credito (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.
  • Sales order (component) lines that are blocked because they failed the export compliance check, cannot be released in the Ordine di vendita bloccato (righe) (tdsls4520m000) session. You can use the Risultati verifica conformità documento (tcgtc1510m000) or Sovr. risultati verifica conform. - Pannello di controllo (tcgtc1610m100) sessions to manually override the failure and unblock the lines.
  • You can display all blocked orders, and select a range of orders to be displayed in the Ordine di vendita bloccato (righe) (tdsls4520m000) session. The selection criteria for a range of blocked order (lines) is specified in the Selezione (righe) ordine di vendita bloccato (tdsls4220m000) session.
  • Use the Stampa (righe) ordine di vendita bloccato (tdsls4420m000) session to print a range of blocked order (lines). Use the Stampa ordine di vendita rilasciato (Righe) (tdsls0492m000) session to print a range of released order (lines).
  • In the Storico (righe) ordini di vendita bloccati (tdsls0592m000) session, 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:

Nota

If the Categoria motivo di blocco is Verifica credito and the order (line) is Rilasciato definitivamente, the released amount (which is the total net amount of the sales order) is recorded in a blocking history record.

Margin control

If the Controllo margine check box is selected in the Parametri ordini di vendita (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 Parametri di controllo margine (tdsls0120m000) session. The target price is determined by the Prezzo destinaz. per controllo margine field in the Parametri ordini di vendita (tdsls0100s400) session.

Nota

For margin control, the allowed deviation from the target price by upper and lower margins can be specified in the Articoli - Vendite (tdisa0501m000) session.

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