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How to get Customer Order out of blocked status and continue nromally

  • 27 March 2023
  • 2 replies
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B
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Hello,

I am currently trying to get customer orders that were in blocked status and then released from blocked status, to process normally and reserve items. (Basically continue as they normally behave when they do not have blocked status). 

As it currently stands, orders that are blocked do not reserve parts or process normally when released from their blocked status. How do I get these orders to “refire” automatically when manually released from blocked status?

Any help would be greatly appreciated.

Thanks,
Bryan

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Best answer by EntDhanaP 28 March 2023, 05:20

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E
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Userlevel 2
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Hi Bryan,

There is an option/button called ‘Blocked Info’ in the Customer Order Header to process a blocked CO. You can see that if your CO is in ‘Blocked’ status.

 

  • Once you click on that, you will be directed to ‘Handle Blocked Customer Orders’ page. 
  • In there, two buttons will be shown once you click on the relevant order line

 

By selecting Release from Credit Check, the order will be released and can be processed without any issue as you wanted and will not be blocked again in any of the steps where a credit check occurs.

By selecting Release Blocked Order, the order will be released and can be processed but may possibly be blocked again later in the customer order flow.

Since you want the CO to be processed in the normal way, you can select on Release from Credit Check as there wont be any interruptions again in the process flow.

 

If you want to unblock a certain customer who is credit-blocked from the Customer Master then you can follow any of the options stated below.

  • in the Customer → Credit Information tab, disable the ‘credit blocked’ checkbox
  • or increase the ‘Credit Limit’ amount

Hope this helps. 😊

 

Thank you,
Dhananjani.

R
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Userlevel 6
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Hi @bdoucette, when you release a blocked customer order from Handle Blocked Customer Orders screen, order status is set to the status before putting to blocked. Hence it will not automatically go through the customer order flow. If the order goes to “Released” status after released from “Blocked” status, then you will have to manually do the reservation step again to start the order flow. If the next steps are set up to happen automatically in the Order Type, then it will go through those steps automatically. Thanks.

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