3451014 - Delivery Block maintained in Account Master Data is not present in a Sales Order created as follow-up to a Sales Quote

You created Sales Quote XYZ for Account ABC. After the Sales Quote's creation, you maintained both an Invoice Block and a Delivery Block in ABC's Master Data. Following these changes to ABC's Master Data you created Sales Order DEF. The Invoice Block is present in the follow-up Sales Order DEF, the Delivery Block is not.

XYZ represents Sales Quote ID

ABC represents Account ID

DEF represents Sales Order ID

SAP Business ByDesign

1. Go to work center: New Business
2. Open view: Sales Quotes
3. Select New -> Sales Quote
4. Create a quote for Account ABC, then Save

Sales Quote XYZ created

Before creating a follow-up sales order maintain blocks as follows: 

1. Go to work center: Account Management
2. Open view: Accounts
3. Search All Accounts: ABC
4. Edit -> Sales Data
5. Maintain reasons for both Invoice Block and Delivery Block

Then create a follow-up sales order to Sales Quote XYZ which was generated prior to the Invoice and Delivery Block master data alteration: 

1. Go to work center: New Business
2. Open view: Sales Quotes
3. Search All Quotes: XYZ
4. Select Follow-Up -> Sales Order

In the New Sales Order window under the General tab you can see that the Invoice Block is automatically present in the follow-up Sales Order, however the Delivery Block is not.

The Invoice Block is not stored in the business object for Quotes. Hence when you create a Sales Quote the system does not check for an Invoice Block in the Master Data as it is not stored in the Quote (the field does not exist in the backend for Quotes). The Invoice Block in the Account Master Data is therefore not even checked when the Sales Quote is created and it therefore does not matter if it was maintained or not. Once you create the Sales Order the system checks if there is an Invoice Block maintained in the Account Master Data at that point in time and if there is one maintained the system will take over the value in the Sales Order.

The Delivery Block however, is stored already in the business object for Quotes and therefore when creating the Sales Quote the system will determine the value that is maintained in the Account Master Data for the Delivery Block. If you then create a follow up Sales Order, the data is copied over from the Sales Quote to the Sales Order and not newly determined from the Account Master Data.

This is the designed system behavior.

Sales Quote, Account, Invoice Block, Delivery Block, Master Data, follow-up , KBA , AP-SLO-SO , Sales Order , LOD-LE-CQP , Customer Quote Processing , Problem