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  • Requirments and Solution

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    Raghavan Kathamuthu
    3 views4 pages
    A customer wants to block sales orders for non-stock items until advance payment is received, to prevent purchase requisitions from being generated. Currently, sales orders have to be manually blocked by notifying supply chain. The customer requests a way to automatically block sales orders in the system until payment is received and the block is released by the customer service representative. A proposed solution is to use a new item category for blocked sales orders that does not generate purchase requisitions, changing the category automatically when the order is released. The customer wants the requirement submitted through a formal change request to automate the process rather than managing it manually.

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    Requirments and solution

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    A customer wants to block sales orders for non-stock items until advance payment is received, to prevent purchase requisitions from being generated. Currently, sales orders have to be manually blocked by notifying supply chain. The customer requests a way to automatically block sales orders in the system until payment is received and the block is released by the customer service representative. A proposed solution is to use a new item category for blocked sales orders that does not generate purchase requisitions, changing the category automatically when the order is released. The customer wants the requirement submitted through a formal change request to automate the process rather than managing it manually.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    3 views4 pages

    Requirments and Solution

    Uploaded by

    Raghavan Kathamuthu
    A customer wants to block sales orders for non-stock items until advance payment is received, to prevent purchase requisitions from being generated. Currently, sales orders have to be manually blocked by notifying supply chain. The customer requests a way to automatically block sales orders in the system until payment is received and the block is released by the customer service representative. A proposed solution is to use a new item category for blocked sales orders that does not generate purchase requisitions, changing the category automatically when the order is released. The customer wants the requirement submitted through a formal change request to automate the process rather than managing it manually.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    User Requirement

    Blocked Sales Order so that PR would not be generated

    Dear Colleagues,

    I would like to improve the process of Advance payment customer + non stock item. For example,
    customer has not paid the advance payment yet (credit blocked), we will not want to place PO/stock
    order to bring stocks from manufacturing plant till advance payment received.

    So far, CSO has to communicate via email or chat with supply chain to request not to place stock
    order, however there is mistake happened and sometimes we forgot.

    I would like to know if there is a way that sales order still reflect the demand in MD04, but “blocked”
    and not to generate PR till we received prepayment and CSO released blocked.

    For example, I created SO 3385912387, how to stop this generating PR? Is there a way we could
    block the rest of process till we received advance payment?

    Hoping your kind assistance!!


    I am always available via MS Teams and WebEx, Monday to Thursday – 8am to 5pm; Friday – 8am
    to 1pm, (UAE - GMT+4)
    Best Regards,
    Suong Tran
    Mob: +97152 215 9097

    Internal
    Requirement

    Blocked sales order should not create PR but the requirements should display in MD04. Once the
    sales order got released the PR should create against the Sales order.

    Currently user is using ZTEN item category for sales order which is having VAT.

    Internal
    Sales order is blocked while creating it, which we can see in document status.

    Until the credit is release the PR should not be created.

    Then user is releasing the credit lock in system FSCM that is getting updated in Z2L system.

    After Release the PR should be created against the sales order.

    Internal
    Proposed Solution

    By using the below configuration we can stop creating the PR against the sales order but we can
    display the requirement in MD04.

    To create a new item category (VOV7/ OVZI) > Requirement type (OVZH) > Requirement class
    (OVZI) with the no MRP field as – 1 Requirement not planned but displayed

    The sales order should be created with new custom item category when the order is blocked and to
    change it to ZTEN when the sales order is released from finance system FSCM.

    Response

    But user is not willing to do it manually. Whenever the sales order got released the item category to
    be changed automatically.

    So they are asking us to create a user story and to proceed further with change request.

    Internal

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