Sales Documents Blocked for Billing 

Use

Your sales representatives can use this query to select only the orders that are blocked for billing.

Integration

This query is called in the Worklist for Sales Documents iView. For additional technical information, see List of Personal Worklists.

Features

Block

This worklist displays information about the orders that are blocked for billing.  It contains the following information, for example:

●      Is the block set at header or item level

●      Are the orders blocked due to the user status or for credit reasons?

●      You can also display the sales documents straight from the list.

The delivery can be blocked for the following reasons:

●      Price calculation missing

●      Confirmation missing

●      Prices incomplete

Content of list

Limit the scope of the list by entering at least one search criterion (such as organizational data). You can restrict the scope of the search by choosing values for the billing block, such as the reason Calculation Missing (02) or Prices Incomplete (03).

You can use the criteria personalization to determine the search criteria for the quick search.

For more information, see Personal Worklist.

Activities

You can process the incomplete sales documents as follows:

●      You display a sales document. Choose one of the following options:

○       Click on the relevant link under the document number.

○       Select the line and choose Display.

The document is displayed in a new window.

●      If you want to change a document, select the line and choose Change.

The document is displayed in a new window and you can change data, for example you can complete the calculation or pricing data.

Save the document and close the window.

To update the list, click on Refresh in the worklist.