Blocking a Customer Master Record 

A customer master record can be blocked, for example, when you want to temporarily stop business relations with a customer.

Steps

To block the customer master record of a sold-to party, for example, use the following steps. The procedure is the same for the other partner functions.

  1. In the SD Master Data Screen select, Business partners ® Customer hierarchy ® Block.
  2. You reach the Block/Unblock Customer: Initial Screen.

  3. Enter the number of the sold-to party you would like to block.
  4. If you do not specify a sales area, you can set a general block for all sales areas on the following data screen. If you specify a sales area, you can set the blocks for selected sales areas.

  5. Press ENTER.
  6. You reach the Block/Unblock Customer: Details screen.

  7. Select a sales order block, a delivery block or a billing block or all of them by using the appropriate keys.
  8. You can use predefined keys to indicate the reasons for block, and to determine the blocking type. It is possible, for example, to block the processing of credit memo requests for a particular customer, perhaps until credit difficulties are resolved.

  9. Save the changes using Save.

You return to the initial screen Block/Unblock Customer: Initial Screen where the following message is displayed: Changes have been made.

Unblocking Customer Master Records

You can cancel a block in a customer master record by removing the block indicators. First use the same steps as for blocking, as described above. As soon as you access the data screen Block/Unblock Customer: Details screen, you can remove the existing block indicator and save the master record. You receive a message that the changes have been made. The block is canceled.

You can also block a customer master record in the customer master record itself by selecting Extras ® Blocking data in the customer master record change mode, and then entering the appropriate keys on the subsequent screen.