Blocking sales ordersIn Sales, you can block sales orders or sales order (component) lines. Blocking occurs for reasons such as:
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
Note
Credit rating The continuation of a sales order can depend on the credit checking of the business partner. For every customer, you must select a credit rating in the Invoice-to Business Partner (tccom4112s000) session. The credit rating determines the action to be taken when you handle sales orders for the business partner and the resulting open invoice amount exceeds the business partner's credit limit. If a sales order is blocked due to a credit check, these release types are available in the Blocked Sales Order (Lines) (tdsls4520m000) session:
Note
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. Compliance check failure Sales order lines that are blocked because the export compliance check or the letter of credit (L/C) check failed, are displayed in the Blocked Sales Order (Lines) (tdsls4520m000) session with the Hold Reason value retrieved from the Pre-Defined Hold Reason - Export Compliance Check or the Pre-Defined Hold Reason - Letter of Credit Check fields in the Sales Order Parameters (tdsls0100s400) session. The blocked lines cannot be released in the Blocked Sales Order (Lines) (tdsls4520m000) 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 stages Sales order lines that are blocked due to the price stage, are displayed in the Blocked Sales Order (Lines) (tdsls4520m000) 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 sales order line can be blocked during these phases:
Note If the blocking phase is set to Release (to Warehousing), the sales order line can still be released to Warehousing if the Allow Release to Warehouse check box is selected for the hold reason and business partner type in the Hold Reason by Business Partner Type (tdsls0193s000) session. The blocking is applied to the related outbound order line. The blocked lines cannot be released in the Blocked Sales Order (Lines) (tdsls4520m000) 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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