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 due to 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.

Prerequisites

You use SAP GTS 7.0 and have replicated the master data to SAP GTS. For more information about this, see SAP Compliance Management 7.0 - Configuration Guide on SAP Service Marketplace at 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. You can find more information on this in Customizing, at Customer Relationship Management 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 Customizing, at Customer Relationship Management Transactions Basic Settings Define Transaction Types and Define Item Categories.

Features

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. So that SAP GTS can 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 continue in SAP CRM.

Activities

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, to display all compliance checks at item level.

Note

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.

End of the note.
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 automatically release the locked sales order in SAP CRM. The sales order in SAP CRM is not updated immediately, but SAP CRM creates a worklist instead.
To reset the status Invalid Export Transaction, choose the menu option Export-Blocked Sales Orders under Sales in the navigation frame of the CRM WebClient UI. Search for the relevant sales orders using the sales order ID. Select the corresponding sales orders from the result list. You reset the status by selecting the pushbutton Check. 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.

In the case of large volumes of data, you can also schedule the report /SAPSLL/CRM_ORDER_RECHECK, which can be executed as a background job. The report /SAPSLL/CRM_ORDER_RECHECK prompts SAP GTS to repeat the compliance checks in order to ensure that the data has not been changed in the meantime. 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.

Recommendation

Depending on your foreign trade business, we recommend that you schedule this report regularly as a background job so that processing in SAP CRM can continue for order items that have already been released in customs documents.

End of the recommendation.

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.