Automatic block return Sales Orders / Credit Notes

Hi,
Could someone please explain how I block return sales orders or credit notes?
Also is there a way of searching which sales order documet types have been used for credit notes?
Thanks

Hello Chris,
Well, I too guess it would have given better results if you posted this question on Security Forum.
Nevertheless, could you please send the scenerio details or a breif description of the same, inculding atleast the transactions you are executing, so that we are able to suggest you something better on the same.
Regards,
Hersh.

Similar Messages

Block return sales orders or credit notes?

Hi,
Could someone please explain how I block return sales orders or credit notes?
Also is there a way of searching which sales order documet types have been used for credit notes?
Thanks

Hi Friend,
The billing block is comming from the tx. VOV8 -> choose the Order type -> billing
block -> you could set billing block here.
In Shipping column, there is also a field Delivery block where you could set delivery
block for the order type.
Or you could also set delivery block and billing block manually when you create the order.
You could check order type which is used as return or credit memo request by following way:
SE16 -> TVAK -> use selection criteria VBTYP = H and K
H Returns
K Credit memo request
Then excecute, you could get the order type you want.
Best regards,
Alex

How to automatically block a sales order once it is created?

Hi,
We have a requirement to automatically block any sales order that is created and start a workflow for approval process and only after the approval is completed does this block go away.
We are planning to create the custom block for this. Also we have a product for the workflow process and approval.
We are looking to see if there is any configuration that we can set to automatically block the sales order. At the end of the workflow we can release the block programatically.
Any help in this regard will be highly appreciated.
Regards
Ravi

Hi Ravi,
You can create a custom block and assign it to the sales order type using the transaction VOV8 (Maintain Sales Order Types) so that whenever the order is created a block will be assigned automatically. Please note that there are many documentations already available in this topic and so it should be quite easy for you to google the procedure.
In case of any specific requirement or issue in the process please revert back.
Regards,
Som

How to block the sales order for not creating requirement

Dear All,
My client want that whenever a sales order is raise, that should not go create requirement for production unless until account department check whether the prices etc are correctly put or not
how can i do this
thanks

I suggest you can try to use the functionality of Status Profile.
Create one Status Profile with 2 line items-
1: First line : Pricing Approval or PR and check what all you want to block if this status is assigned to the order type.
2: Second line : Released and check what all you want to be released once the Approval is done.
So by default the status profile - Pricing Approval will be assigned to the Sales Order during order creation. Then after your accounts department check the pricing and approves , they can change the status to Released and the order can be processed further.
Regards
Sai

How to Restrict Return Sales Order with reference to a cancelled invoice

SAP Standard is allowing to create Return Sales Order with reference to a cancelled invoice which practically should not be allowed.
Has any body worked on this problem and what could be the possible solutions so that return sales orders can not be created against a cancelled invoice.
Kindly share your possible solutions.

Hi Standard Process will not allow to create a Sales Order With Cancelled invoice,
Kindly go through at Copy Controls
T.CODE:VTAF
in that some body might have maintained between S1 invoice to RE Sales Document.
Remove the settings then u will be not able to create Sales Order w.r.t to Cancelled Document.
Rewards if Usefull
B.Shyam Sunder
SAP SD Consultant

Not able to Create Credit Memo During Return Sales Order

Hi Guru's,
Need your help in the below problem:-
While Creating Return Sales Order it give us Order No with delivery no. and then finally I am able to do VL02N where I did Post Good Return sucessfully and also check using MB51 that goods got return.
But when we try to create Credit Memo using VF01 I got the below message in log.
Error Log
             0060000799 000000 "Create billing document" not allowed (User Status LKD, object VB0060000799000000)
            LongText
            Technical data   ))))))))
I have checked all copy control including Iteam Category etc etc all are in place.
Looking for your help.
Thanks
Best Regards
Bidhan Konar

Thanks Krishna,
Thanks for the solution. Find below the steps which i follow:-
Go to Tcode VA02, Use the sale order reference and execute. From top menu bar, click on "Goto -- Header -- Status. Then again click on "Object Status" and when check I find that lock is there:- A radio button checked at -- 10 LKD Locked and change it to
--20 REL Released and SAVE. Finally working.
Thanks
BR
Bidhan
Edited by: Bidhan Konar on Jun 3, 2010 8:35 PM

RENN item not flowing in return sales order automatically

Hi all,
When i add RENN in item category proposal for copy control of billing doc to sales doc(YDRE to YDF2) where YDRE is return and YDF2 is outbound billing. So when I create a return order with reference to invoice will the free good item flow automatically in the return sales order or is there any other configuration???

Hi Avishek,
Check your item category assignment first that renn is properly assigned to your
Order type u2013 item category group u2013 usage u2013 item category at higher level.
You can do this from the path
IMG u2013 sales and distribution u2013 sales u2013 sales documents u2013 sales document item u2013 assign item category.
Do this setting first then go copying control with the following path.
IMG u2013 sales and distribution u2013 sales u2013 Maintain copy control for sales document.
Search for your sales document type YDRE from billing document YDF2.
Go to the item level and search for item category used in billing document.
Go to the detail of that item category you will find item category proposal.
Write down over there RENN.
Now try to create the return sales order it will happen.
This setting you have to do so that it will automatically determine in sales order.
Regards
Raj.

Remove automatic credit block in sales order

Gurus,
How can I remove credit block in sales order for specific sales organization/sales area?
Thanks in advance
Raj

Hi,
The path is:
SPRO>Enterprise Structure>Assignment>Financial Accounting>Assign company code to credit control area.
T.Code is OVA8.
Hope these helps you.
Regards,
Krishna.

Credit block a sales order or delivery individually

Hi
If I just wanted to block a sales order or delivery because of a credit issue, but did not want the customer to go on credit block/hold, is the only way to do this use the delivery and billing block. I can't remember being aware of any other blocks we can use
Please advise.
thanks

Hi Kyliesjordan
It depends on if you want the customer's credit exposure be impacted or not. If you are not bothered about the credit limit, then you can go for order blocks as mentioned by you.
If you want the system to be updated for credit exposure then you can configure simple/automatic credit checks as per your requirement.
Best Regards
Sathees Gopalan

Sales Order Credit Status Block with Schedule Line ATP Confirmed Quantity

I would like to keep the Credit Status Block on a Sales Order when it is created and over the credit limit and at the same time be able to Confirm the Order Quantity (if inventory is available) on the Schedule Line. Has anyone done this? I'm using ECC 5.0
In the IMG --> Sales and Distribution --> Basis Functions --> Credit Management/Risk Management --> Credit Management --> Define Automatic Credit Control --> If I remove the Status/Block indicator the schedule line does confirm the sales order quantity but the sales order is not blocked and a delivery can be created.
Thanks.
Donna

Hello Donna,
I think I solved your problem.
There are two ways to block the sales order - one is to not confirm the Schedule line i.e. block delivery... block further action that can be taken. The second is to not let the person save the sales order.
Another option is to get Just a warning message, that the credit limit has been exceeded, but able to save the sales order with a confirmed schedule line.
The setting will be in OVA8.
For the Document Value you make the setting C or A. and make sure the block is not set.
Don't worry about the Open order or open delivery unless you want the system to perform a credit check considering the orders that are already existent. Same with open delivery. It will take into account all the cost of the orders that are open for delivery.
Now here some options:
Either consider a 'warning' by the system good enough and still be able to confirm the schedule line.
(ii) Put in a Delivery Block in the Sales Document Types, in the Shipping tab. That way, you will be able to save the sales doc. but not be able to deliver it.
(iii) Put a Billing Block in the Sales Doc type, in the Billing tab. You will be able to deliver but not bill.
(iv) Create a new routine (with the help of an ABAP guy) and place it in the auto credit check, 'Reaction' field where it will place a Delivery Block.
Do let me know what your thoughts are and what you decided to do.
Thanks
Noel

Credit Block In Sales Orders

Hello All,
We have a special situation here? There was JOB executed by some body deleted all the credit block for the list of sales orders and we need to set them back to the old values?
Does any one ahs an idea how can we do this??
So that it will go to normal process of VKM3 list so that the right person can release them again.
KR
SA

Srinath,
Thanks for the reply but what i need to do is not this. We have dynamic credit check in place it blocks the sales orders accordingly.
So normally some body from business will release these blocked orders using VKm3
But yester day some program is updated the main fields in the sales order i.e. VBUK table
So these list of documents are not appearing in the VKM3 any more and they have released automatically.
But i want to set back the block again i mean credit block not delivery or billing.
So that it will again allow the business to release it again
Thanks
SA

Credit Block released Sales order report

Hi Experts,
My client is given few sales orders (around 4)no and requesting us, to prepare the credit block released sales orders report (include released person user ID).
*.No change logs is existing for all sales order and deliveries.
For above requirement I am using CDHDR table data but I am not getting credit block released sales order report.
Below fields I am using in CDHDR Table.
Change doc.Object (objectclas) : VERKBELEG
Document No (CHANGENR): Sales order no XXXXXXX
Transaction no (TCODE) : VKM1,VKM2,VKM3
Date(UDATE) : 25.09.2011 to 09.11.2011
Experts, Can you please help me out for this.
Thanking you!!!!
Regards,
Vijaykumar Kola
*.I'm already aware of this is a new development.

Try this, simple report... Here we check the new value of credit status field VBUK-CMGST and if it is 'D' we know that someone used VKM* transaction to release the document. Also you need to format the sales order number with leading zeros so it occupies all 10 digits and pass it to CDHDR-OBJECTID field (and not CHANGENR field). In the below code I am using select option for sales order number, so I know it will be formatted with leading zeros and so select on CDHDR will be successful.
*& Report ZTV_TEST
REPORT ztv_test.
TABLES: vbak, cdhdr.
SELECT-OPTIONS: s_saldoc FOR vbak-vbeln OBLIGATORY,
                s_udate FOR cdhdr-udate.
RANGES: r_objid FOR cdhdr-objectclas.
DATA: ls_cdhdr TYPE cdhdr,
      ls_cdpos TYPE cdpos.
IF NOT s_saldoc IS INITIAL.
LOOP AT s_saldoc.
    MOVE-CORRESPONDING s_saldoc TO r_objid.
    CONDENSE: r_objid-high, r_objid-low.
    APPEND r_objid.
ENDLOOP.
ENDIF.
CHECK NOT r_objid[] IS INITIAL.
SELECT *
INTO ls_cdhdr
FROM cdhdr
        WHERE objectclas = 'VERKBELEG' AND
              objectid IN r_objid AND
              udate IN s_udate AND
              tcode LIKE 'VKM%'.
SELECT SINGLE *
    INTO ls_cdpos
    FROM cdpos
      WHERE objectclas = ls_cdhdr-objectclas AND
            objectid = ls_cdhdr-objectid AND
            changenr = ls_cdhdr-changenr AND
            tabname = 'VBUK' AND
            fname = 'CMGST' AND
            value_new = 'D'.
IF sy-subrc = 0.
    WRITE:/ ls_cdhdr-objectid(10), ls_cdhdr-username,
            ls_cdhdr-udate, ls_cdhdr-utime.
ENDIF.
ENDSELECT.

Free of goods should come automatically back when creates return sales order

Dear sd experts
I Know one thing that free goods wont come back ,, for ex when we create return sales order free goods wont come bz in VTAF copy requirement 302
it means dont copy free goods
Now i went VOV7--- for item category TANN-- i have maintained billing relevance A it means free goods items will come in to billing
now when i am creating return sales order with reference to billing Free goods are not coming
My doubt is suppose if my clinte asks free goods will come automatically when creates returns how to do it ?

Hi Ali,
I just checked and understand in the below way:
When I Do the PGI system is posting say 50 USD to COGS. But, when I do the Invoice ( 100 USD is credited to sales account and 100 is debited to discount account) So at the end 100 is getting Nullified. But, when we see P&L account you will COGS of 50 USD.
I checked along with my FI consultant and she confirmed that its posting as per expected way only.
Let me know if you need more details here.
Regards, Sai Krishna.

Blocked sales order is not released from VKM3

Hi
We are using credit management and when a sales order is created with the amount, which is more than credit limit, system is blocking the sales order for delivery. Values are getting updated in FD32 and S066 and S067. When i tried to release the sales order from VKM3, sales order was displayed, but when i selected the release flag and saved it, still the order is not released. Order is having credit limit block in sales order in shipping tab at header level. Why system is not releasing the sales order even it is displayed in VKM3
Please respond
Regards
Srinivas

hi,
check the following steps of assignment you did right or not
1)first check in t- code FD32 U assigned authorization person & each credit limit U shud assign
an authorization person along with credit limit
2) check - conditon records with KRML output is there or not
please read standard SAP config help as a check point doc.....[Credit mgmt|http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf]
let me know if it is soling your issue
Regards,
Rajeev

Items not getting picked up in Return sales order

Dear all,
I am creating a return sales order with reference to a sales order.
In my delivery doc the items can be categorised into 3 types:
1- Picking done; Movement type determined
2- Picking done; Movement type not determined
3- Picking not-done; Movement type determined
In the return order, only the items of 1st type are coming. Why others not getting picked up? Can they be entered manually?
regards
Sapshed

Dear Hrishikesh,
Thats Ok. Picking is done only for those items for which Relevant for Picking is ticked.
What I want to know is that, for items that have either their picking not done or Goods movement not determined, they are not getting automatically picked up while I create a Return order w/r to a sales order.
thanks
Sapshed

Automatic block return Sales Orders / Credit Notes

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