You can interpret "changing a delivery block" in SAP in two primary ways: either applying/removing a block on a specific sales document (like a sales order) or configuring the block definitions themselves in the system settings (customizing). This guide covers both aspects, including how to create a new delivery block reason based on your reference.
Applying or Removing a Delivery Block on a Sales Order
The most common way users "change" a delivery block is by setting or removing a block on a specific sales document. This action prevents subsequent processing steps like delivery creation for that particular order item or entire document.
Here's how you typically do this:
- Access the Sales Document: Use transaction codes like
VA02(Change Sales Order) to open the relevant sales order. - Navigate to Delivery Block Field: The delivery block is usually found at the header level (affecting the entire order) or the item level (affecting only specific items). Look for fields labeled "Delivery Block" or similar.
- Select/Remove Block Reason:
- To apply a block, use the dropdown or F4 help on the Delivery Block field to select a predefined block reason (e.g., 'Credit Check', 'Customer Hold', 'Billing Issue').
- To remove a block, clear the value in the Delivery Block field.
- Save Changes: Save the sales order (
Ctrl + S).
Once a delivery block is set, SAP will typically prevent or warn against creating a delivery for the affected items or order until the block is removed.
Configuring Delivery Blocks in SAP Customizing (IMG)
The second way to "change" delivery blocks is to define, modify, or create the actual reasons and their effects in SAP customizing (configuration). This is usually done by functional consultants.
Configuration involves defining what each block reason is called and which subsequent processes (like delivery, picking, goods issue) it should prevent.
Based on your reference, here are the steps primarily focused on creating a new delivery block reason in SAP's Implementation Guide (IMG):
- Access SAP Customizing: Use transaction code
SPRO. - Click on SAP Reference IMG. (From Reference)
- Navigate the Menu: Typically, you would navigate through a path similar to:
Sales and Distribution -> Sales -> Sales Documents -> Define and Assign Delivery Blocks. (Note: The exact highlighted path wasn't provided in the reference, but this is the standard area). - Define Delivery Blocks: Within this area, you'll find activities related to defining block reasons.
- Click on the first option (often titled 'Define Delivery Blocks' or similar) and then click on choose. (From Reference)
- Access Entries:
- To create a new block reason, Click on New Entries. (From Reference)
- To change an existing block reason, select the reason you want to modify from the list.
- Define/Modify the Block:
- For a New Entry: Create a new block reason. This involves providing a unique code (e.g., 'Z1', 'ZH') and a descriptive text (e.g., 'Customer Request Hold', 'Production Delay').
- For an Existing Entry: Change the description or adjust the control indicators (checkboxes) to specify which actions the block should prevent (e.g., Delivery, Picking, Goods Issue, relevant for Shipping Planning, Confirmation).
- Save and go back. (From Reference)
Understanding Delivery Block Configuration
When configuring delivery blocks, you determine their impact. Common control indicators include:
| Indicator | Description |
|---|---|
| Blk for delivery | Prevents creation of the outbound delivery. |
| Blk for picking | Prevents transfer order/picking request creation. |
| Blk for goods issue | Prevents posting of goods issue. |
| Relevant for Shipping Plan. | Included in shipping planning runs. |
| Relevant for Confirmation | Requires confirmation before removal. |
By creating or changing these settings in the IMG, you define the available block reasons and their behavior when applied to sales documents.
In summary, "changing a delivery block" can mean applying/removing a block on an order or configuring the block definitions themselves in SAP's customizing menu.
