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, or a price stage check.

Setup and procedure
  1. Specify the reasons for blocking a purchase order or purchase order line and the reason categories in the Hold Reasons (tcmcs2110m000) session.
  2. Select the Order Blocking check box and specify a value in the Import Compliance Hold Reason and Letter of Credit Hold Reason fields in the Purchase Order Parameters (tdpur0100m400) session.
  3. If you use price stages, specify the stages and the related blocking definition. See Setting up price stages.
  4. In the Purchase User Profiles (tdpur0143m000) session, select the Authorized to Release Blocked Orders check box for the users who are authorized to release (unblock) orders.
  5. Blocked purchase orders and purchase order lines are displayed in the Purchase Order (Line) Blockings (tdpur4120m000) 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.
Note

If the change request functionality is implemented for purchase orders, you can also block and release purchase order (line) change requests.

Compliance check failure

Purchase order lines that are blocked because the import compliance check or the letter of credit (L/C) check failed, are displayed in the Purchase Order (Line) Blockings (tdpur4120m000) session with the Hold Reason value retrieved from the Import Compliance Hold Reason or the Letter of Credit Hold Reason fields 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 compliance check, or an authorized user can manually override the block by using the Document Compliance Check Results (tcgtc1510m000) or Override Compliance Check Results Workbench (tcgtc1610m100) sessions.

Price stage check

Purchase order lines that are blocked due to the price stage, are displayed in the Purchase Order (Line) Blockings (tdpur4120m000) session. The value of the Hold Reason field is retrieved from the blocking definition that is linked to the price stage.

Based on the blocking phase for the blocking definition, the purchase order line can be blocked during these phases:

  • Order entry
  • Release to Warehousing
  • Receipt confirmation

The blocked lines cannot be released in the Purchase Order (Line) Blockings (tdpur4120m000) session. To unblock a line, you must update the price stage. Based on the new price stage, the order process can continue, a new blocking can be created, or only a signal may be displayed.

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