Changing a Customer’s Status to Credit Hold does not stop Acumatica users from creating Service Orders/Appointments, Sales Orders, or Projects. We have Customers who have not paid their bill for quite awhile but are running into an issue where our Service Department will still conduct Service calls for the Customer because no red flags are being raised when a customer is on Credit Hold. Anyone have any suggestions to restrict Service Orders/Appointments, Sales Orders, or Projects for Customers who haven’t paid their bill in awhile?
Answer
Restrict a Customer from future Service Orders/Appointments, Sales Orders, Projects, etc
Best answer by meganfriesen37
In my 25R1 demo environment, if the customer status is Credit Hold (I manually changed it to Credit Hold), I cannot select them for a service order. If I type in the Customer ID, I get a red error message about the customer status. I also cannot select the customer for a new project while they are in credit hold.
You can add a pop-up note to a customer and then every time you select them (on a Service order, Appointment, Invoice, SO, etc.) you’ll see the pop-up note, which might be helpful if the customer status is being left as empty?
If the customer is active and I select them for a service order, the pop-up note appears:
+12In my 25R1 demo environment, if the customer status is Credit Hold (I manually changed it to Credit Hold), I cannot select them for a service order. If I type in the Customer ID, I get a red error message about the customer status. I also cannot select the customer for a new project while they are in credit hold.
You can add a pop-up note to a customer and then every time you select them (on a Service order, Appointment, Invoice, SO, etc.) you’ll see the pop-up note, which might be helpful if the customer status is being left as empty?
If the customer is active and I select them for a service order, the pop-up note appears:
Megan Friesen, Contego Software Solutions, Canada
+2
To add to
There is an idea posted on the community to support this functionality:
Feel free to upvote and share your feedback—this helps bring it to our product team’s attention!
Valentina
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