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Function documentationLocking an Order Proposal

 

You can exclude order proposals from automatic subsequent processing (for example, mass release, transfer to the purchasing system) and manual processing (for example, deleting of order proposals, splitting of order proposals). This way, it is possible for a replenishment planner to proceed with manual processing of an order proposal on the following day.

Example Example

If contract negotiations have not been concluded with a vendor, you can exclude order proposals from subsequent processing.

End of the example.

Features

You can set the following lock types:

  • Approval

    prevents the release of order proposals

  • Transfer

    prevents the transfer of order proposals to the purchasing systems

  • Deletion

    prevents the deletion of order proposals

  • Change

    prevents the following changes to order proposals:

    • Changes to order proposal header data and order proposal items (for example, setting the order proposal status, for example, release)

    • Creation of new order items

    • Deletion of order proposals and order proposal items

    • Grouping Order Proposals

    • Splitting order proposals

    • Transferring order proposals

    • Checking release conditions

You can reset locks in order to delete, release, change, or transfer order proposals.

Note Note

  • You can only apply this function to order proposals that you have generated in SAP F&R and not yet transferred.

  • Changing the order proposal status (for example, when you release the order proposal manually) does not cause the lock type to be changed and vice versa.

  • An order proposal can only contain one lock type. If the lock type is changed, the system overwrites the existing lock with the new one.

  • Grouping locked order proposals

    If the Change lock type is set for one or more of the selected order proposals, you cannot group the selection.

End of the note.

Example Example

The lock type Release is set for order proposal 2911. If you now set lock type Transfer for the order proposal, the order proposal will contain only the lock type Transfer.

End of the example.

Activities

To lock an order proposal, select it in the navigation tree of the worklist, click the symbol with quick info Lock Order Proposal via Lock Type, select the lock type, and click the symbol with quick info Lock. The system displays the lock as a symbol in the Lock Info column. You can also unlock the order proposal.

You can set the different lock types in Customizing under Start of the navigation path Forecasting and Replenishment Next navigation step Order Proposal Management Next navigation step Order Proposal Configuration Settings Next navigation step Define Lock Types and Lock Characteristics End of the navigation path.