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Product and Topic Expert
Product and Topic Expert
In this blog post, we will cover the steps to setup the system for managing blocked sales orders using the Manage Credit Management Rules and triggering notifications using Situation Handling: Approve Documented Credit Decisions. The information presented here, and screenshots are from SAP S/4HANA 2022 Best Practices CAL instance.

Sales orders that have a negative outcome during credit check results into a blocked sales order. Consequently, a Documented Credit Decision (DCD) is created in the system. For more information on DCD, please refer to the Help SAP portal.


The following steps are the minimum setup required to release a blocked sales order using DCD and notify the approver via Situation Handling. It only serves as a guide and you need to tailor fit the rules according to the business requirements.

Manage Teams and Responsibilities (F2412)

In this app, we will define the authorised users to release the blocked sales orders. Go to Manage Teams and Responsibilities Fiori apps and choose Create. Enter the required general information and ensure that you have selected the Type Documented Credit Decision (UKM_DCD). Then maintain the credit segment, team owners, and team members. Save and make sure that you have enabled it.

Documented Credit Decision Approvers


Manage Credit Management Rules (UKM_BRF_CONFIG)

The approval hierarchy that you define allows you to ensure that only authorised persons can release blocked sales orders. Choose the rule for Documented Credit Decision Hierarchy and maintain your approval steps in the table contents.

Approval Hierarchy

Hot Tip: Use the simulation function (Start Simulation) in this app to test your approval steps.


Manage Situation Types (F2947)

Copy the Situation Template FIN_DCD_APPROVAL to create your own Approve Documented Credit Decisions situation type. Enable the Monitor Instances to view and edit the list of the active situation instances for the situation type.


Notifications are triggered when an approval hierarchy for the DCD is defined, and a blocked sales order is required to be released or rejected by the users maintained in the hierarchy. In-app notifications within S/4HANA and e-mails can be configured. For multiple levels of approval, the next approver will receive the notification once the prior approver has approved the DCD.

Create Sales Order

Create a sales order that will result into a blocked status by exceeding the business partner's credit limit. A prerequisite to this step is to have a business partner with credit management role (UKM000), corresponding credit limit, and check rule.

Blocked Sales Order


Release Blocked Sales Order

A notification will be triggered to the recipients about the blocked sales order pending their approval.



Clicking on the notification will direct the approver to the DCD where it can be approved or rejected.

Credit Blocked Document

Click on Release and confirm that you want to release the DCD. A comment can be entered when releasing the DCD.

Release Blocked Document


API - Sales Document with Credit Block - Read, Check, Release, Reject (A2X)

In case you are interested on exploring further steps on managing blocked sales order through SAP Build, the API Sales Document with Credit Block - Read, Check, Release, Reject (A2X) is available. The corresponding API, Schema, and Documentation are available in the SAP Business Accelerator Hub.

I hope this blog post helped you understand the usage of Management Credit Management Rules and Situation Handling for managing blocked sales orders.


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