SAP Knowledge Base Article - Public

1757278 - Sales Order Invoice Request is Blocked Status Due to Approval Status is Not Started

Symptom

Customer Invoice Request for the Sales Order is in Blocked status.

Environment

 SAP Business ByDesign

Reproducing the Issue

  1. Go to the Customer Invoicing work center.
  2. Go to the Invoice Requests view.
  3. Show All Invoice Requests.
  4. Search for the Sales Order Invoice Request ABC (where ABC represents the Sales Order/Sales Order Invoice Request ID) 
  5. Edit the Sales Order Invoice Request ABC.

The Sales Order Invoice Request ABC is consistent even though it has Blocked status.

Cause

Business Scenario 1:

The Sales Order Invoice Request is displayed with status as "Blocked" because while the Invoice EDF was being created and released through the Sales Order Invoice Request ABC, a change was performed in the Sales Order ABC which triggered a modification of the Total Amount of the document, therefore, setting the Approval Status of the Sales Order ABC as Not Started. Since a Pricing Information was changed the action "Submit for Approval" was required to be triggered. However since at the same time the Invoice EDF was being created and released, the system allowed the Release of the Invoice document without the last modifications performed in the Sales Order ABC.

(where EDF respresents the Invoice ID)

Business Scenario 2:

The sales order document is not approved by the reporting line manager.

  1. Create a sales order with items where the threshold limit (for example net amount) is not more than 5000$ (assume threshold limit for the net amount in sales order is 5000$, so once the sales order has a net amount of more than 5000$, an approval is necessary).
  2. Release the sales order.
  3. An invoice request gets created in the Invoice Requests view of the Customer Invoicing work center.
  4. Add another item in the sales order such that the threshold limit for net value in sales order > 5000$.
  5. The invoice request gets blocked since the sales order now requires approval.

Resolution

Resolution for the Business Scenario 1:

In this case it is recommend to cancel the Customer Invoice EDF in order to submit the Sales Order ABC to approval, so a new invoice to be created with the correct price information modified.

For this process is required to cancel the Customer Invoice EDF in order to submit the Sales Order ABC to approval and a new invoice to be created with the new modifications. This process can be performed the following steps:

  1. Go to the Customer Invoicing Work Center.
  2. Go to the Invoice Documents View.
  3. Search for the Customer Invoice EDF.
  4. Select Cancel button.
  5. Select Yes.
  6. In the new Window, Select Save.

The Customer Invoice will be canceled in the UI.

  1. Go to the Sales Order Work Center.
  2. Go to the Sales Orders View.
  3. Filter for All Orders.
  4. Search for the Sales Order ABC .
  5. Open, Select View All.
  6. Select Submit -> Submit for Approval.
  7. Perform the Approval of the Sales Order in the system.

The Approval Status of the Sales Order ABC should change to "In Approval" or "Approval not Necessary".

  • In case the Approval Status of the Sales Order ABC is changed to "In Approval", the Approval of the Sales Order ABC should be performed in the system.
  • In case the Approval Status of the Sales Order is changed to "Approval not Necessary", it will not be require to perform the Approval of the Sales Order ABC in the system.
  1. Go to the Customer Invoicing Work Center.
  2. Go to the Invoice Documents View.
  3. Search for the Customer Invoice EDF.
  4. Select Invoice button.
  5. In the new Window, perform the required changes.
  6. Select Release.

The New Invoice should be created carrying the changes approved in the Sales Order ABC.

Resolution for the Business Scenario 2:

  1. Go to the Sales Orders work center.
  2. Go to the Sales Orders view.
  3. Show All Orders.
  4. Search for the Sales Order ABC.
  5. Edit the Sales Order -> Select - Submit for Approval.
  6. The approval will be sent to the Reporting Line Manager (if approval criteria met).
  7. Request the reporting line manager to logon to the Business ByDesign system and approve Sales Order ABC.

See Also

2913446 - Outbound Delivery Invoice Request is in Status Blocked

3576770 - Service Confirmation Invoice Request cannot be Invoiced Because the Reference Document is Blocked

Keywords

sales order invoice request, approval status; Not Started; blocked, sales order, Submit for approval. , KBA , sales order invoice request , status blocked , rechnung kann nicht erstellt werden , customer invoice request blocked , AP-CI , Customer Invoice Processing , How To

Product

SAP Business ByDesign all versions