Overview
This process is usually initiated when prices are defined in the sales order. The check also applies in sales quotation and customer invoice processing.
You should check if the customer is included in the partner list, for which goods shipment is prohibited for any reason.
The blacklist is maintained regularly. If the shipment is blocked, the issue can be escalated to a credit manager with extended system rights. He can individually authorize the shipment of goods.
As a result of the process, the permission to ship to the customer is checked and sales order confirmation is initiated.
Video guide
Check permission to ship to customer flowchart
See how it works
Open the link in a new tab and use Administrator EN user, no password
Paths
| Path | Sales → Sales management → Sales orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказКлиента
|
How to сheck permission to ship to customer
1. Go to the Sales order document, click on the Main tab.
2. Find the hyperlink with the system message - Shipment to customer is prohibited, and click it.
3. In the Delivery block menu, review the block reasons in the segment description, click Cancel.
4. Notify customer about the shipment block.
How to permit shipping manually
1. Go to the Sales order document, click on the Main tab.
2. Find the hyperlink with the system message - Shipment to customer is prohibited, and click it.
3. In the Delivery block menu, select the Permitted option, click Save.
4. Set the Pending fulfillment status and post it.