Releasing Locked Order Items
You can use this function to lift a lock on order items that occurred due to foreign trade checks. The system can then create the delivery or third-party purchase order.
When you process and save a sales order, the system carries out the compliance checks again for partially delivered sales orders. If the checks show that there are no foreign trade objections because of changes to the foreign trade situation or relevant changes in the sales order, the lock can be lifted by the system in a background job. This means that processing of the sales order can continue, and the delivery or third-party purchase order can be created.
● You use SAP GTS 7.0 and have replicated the master data to SAP GTS. For more information on this, see the SAP Compliance Management 7.0 - Configuration Guide on the SAP Service Marketplace under http://service.sap.com/instguides ® SAP Components ® SAP Global Trade Services ® Using SAP GTS 7.0.
● The system configuration for service parts management has been activated. For more information about this, see the SAP Implementation Guide (IMG) for Customer Relationship Management at Transactions ® Basic Settings ® Activate System Configuration for Service Parts Management.
● You have set the indicator GTS Relevance for the transaction type and item category in Customizing. You carry out these steps for business transaction category Sales in the IMG under Customer Relationship Management ® Transactions ® Basic Settings ® Define Transaction Types and Define Item Categories.
When you create and save a sales order in SAP CRM, and this sales order is relevant for SAP GTS, it is replicated to SAP GTS as a customs document. SAP GTS performs compliance checks to ensure, for example, that the licenses are valid, no embargo is in effect for the business partner, and the business partner is not named in a sanction list. In order for SAP GTS to be able to perform one of these checks, you have to make Customizing settings in SAP CRM. As a prerequisite, at least one item in the sales order has to be marked as relevant for compliance checks.
SAP GTS locks documents if one of the compliance checks returns a negative result, and for example, violations of export regulations are determined. It is possible for you to monitor these compliance checks. By selecting the corresponding customs documents in SAP GTS, you can display the related logs with the details of the compliance checks. If SAP GTS locks customs documents, they are also locked in SAP CRM, and follow-on functions such as delivery or third-party order processing cannot be processed. When you release the locked order items in SAP GTS, they can also be released in SAP CRM using a report. Only then can the export process be continued in SAP CRM.
1. You can check the reasons why SAP GTS has locked a document. To do this, call up SAP GTS and choose the relevant document in the SAP GTS area menu (transaction /SAPSLL/MENU_LEGAL). To do this, choose SAP Compliance Management ® Legal Controls - Export ® Monitoring ® Display Available Documents. You can then choose the detailed log in order to display all compliance checks at item level.
You can only use transaction /SAPSLL/MENU_LEGAL, which you use to navigate to the SAP GTS area menu, if the GTS Add-on to CRM has been integrated in SAP CRM.
For more information on the logs for compliance checks, see the SAP Library for SAP GTS under SAP Compliance Management.
2. If an export license exists for order items, the employee responsible for exports in your company can release the locked order items manually in SAP GTS (see Compliance Checks). When you release locked documents manually in SAP GTS, this does not result in the locked sales order being released automatically in SAP CRM. The sales order in SAP CRM is not updated immediately, but SAP CRM creates a worklist instead. You can schedule a report (SAP Easy Access Menu® Sales ® Monitoring ® Check and Release Sales Orders Locked for Export (transaction /SAPSLL/CRM_RECHECK), which you can perform either manually or run as a background job. This report reads the worklist. This report prompts SAP GTS to repeat the compliance checks in order to ensure that the data has not been changed in the meantime. If the compliance checks show that no other items in customs documents have been locked by SAP GTS, the sales order in SAP CRM is released for further processing, and the delivery can take place or the third-party purchase order can be created.
In SAP CRM,
you trigger this report manually in the SAP Easy Access Menu ® Sales ® Monitoring ® Check and Release
Sales Orders Locked for Export (transaction SAPSLL/CRM_RECHECK).
The report reads the released order items in a table, and deactivates the status Invalid Export Transaction for each of the released order items in the sales order.
Depending on your foreign trade business, SAP recommends that you schedule this program regularly as a background job so that processing in SAP CRM can continue for order items that have been released in customs documents.
SAP recommends that you lift locks caused by foreign trade checks using new foreign trade checks performed by SAP GTS.
In exceptional cases, if you have the appropriate authorization, you can skip this process and manually change and thereby directly deactivate the status Invalid Export Transaction for locked order items. This means that you can prompt delivery or the third-party purchase order without having checked the release in SAP GTS. It is only possible to deactivate the status if you have created the corresponding user status in Customizing. However, this function does not result in locks in the customs document in SAP GTS being lifted; it should be used with caution.