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Preventing all SO or Time Card entry for Customer on Credit hold

  • 16 November 2023
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I know how to set the flags for SO’s, Projects, Invoices, etc to keep them from being released when a Customer is on Credit Hold.  However, is there a way to keep a customer from even being “selected” for a SO, Project, or Invoice in some setting or configuration?

Or does that require a customization?

Oh, I was in the middle of writing a customization to extend and add more “customer status” codes to the basic drop-down values list in Customer; but is there a way to do that without a customization?  Not a big deal, just curious.

Thank you,

 

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Best answer by Laura02 16 November 2023, 23:11

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Hello,

Set the customer status to Inactive in Customer screen, and they can’t be seen in other screens.

 

Laura

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I’m a little perplexed by this question.   Customers on Credit Hold status don’t show up AT ALL when we try and create a new SO transaction, which is actually quite problematic because it makes users think they don’t exist, so they create a NEW DUPLICATE customer (and since there’s no way to merge duplicate customers, we end up with a ton of duplicate entries that we have to inactivate).

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