Unblocking Workspace
Use this workspace to create a list of blocked sales orders and to unblock individual sales orders.
If a sales order is blocked because a customer's credit limit was exceeded when the order was approved, you must unblock it in this workspace, regardless of whether the customer's debit balance has since been reduced.
In the Unblocking tab you can define a target group to find the sales orders that you want to review. The Sales Orders sub-tab displays the sales orders in the target group. You can block and unblock orders individually.
When you open this workspace, the Sales Orders sub-tab displays all of the blocked sales orders for delivery on today's date. You can thus use the target group fields in the Unblocking tab to display other sales orders in the Sales Orders sub-tab.
If you select the Credit Block field in the System Information workspace, Maconomy automatically blocks a sales order after approval if the bill-to customer's credit limit is exceeded. The credit limit is exceeded when the customer's balance plus order volume exceed the credit limit. An approved sales order that is not blocked becomes blocked if you enter a line that causes the credit limit to be exceeded. When checking whether the customer's credit limit has been exceeded, Maconomy checks the current customer's credit limit at the enterprise level as well as at the company level. See the description of the fields in the Credit Limit island in the Payment Information and Company Specific Payment Information workspaces in the A/R module for more information about how Maconomy handles credit limits.
If the sales order is blocked, the only order document that you can print is the order confirmation.
- Related Topics:
- Unblocking Tab
This section includes the fields and descriptions for the Unblocking tab. - Sales Orders Sub-Tab
This section includes the fields and descriptions for the Sales Orders sub-tab.