Restrict Customers to Sales Orders

[Former Member]

SD Experts,

Can you restrict customers to a Sales Order? We have created 3 different types of Sales Orders, DOM, EXP etc, we want to ensure that employees only use sales orders associated with the corresponding customer.

[Former Member]

Created a new order type

[Lakshmipathi]

For domestic customers, you cannot create an export order and similarly for export customers, you cannot create domestic orders unless you assign the respective sales area in OVAZ.

thanks

G. Lakshmipathi

[Shiva_Ram]

HI,

I assume you can acheive this using blocking reasons.

Go to SPRO-> Sales and distribution -> Sales -> Sales documents -> Define and assign reasons for blocking.

Here you can add blocking reason and assign to document type. Then add the same blocking reason code to customer master.

Following is the details from the help of define and assign reasons for blocking;

Define And Assign Reason For Blocking

In this step you define the possible blocking reasons in Sales. You can use these blocking reasons to block sales document creation for a customer.

Define the possible blocking IDs and assign them to the appropriate sales document types.

If you want to block a customer, you must specify the ID in the blocking data in the customer master record.

The specification in the customer master record and therefore also the sales document block is valid either for all or only for individual sales areas.

For the blocked customers in the relevant sales area you can not create sales documents with the sales document type for which this block is valid. You could, for example, block sales order creation for a customer but allow inquiry creation.

Actions

1. Check the reasons for which a customer in your organization may have to be blocked.

2. Define the sales document types for which the block is to be valid.

3. Decide which person subgroup can set the block ID in the customer master record and when.

4. Enter an alphanumeric key with up to two digits and a description for the blocking reasons in sales.

5. Assign the relevant sales document types to the blocks.

Regards