Hi Ray, 

You can achieve this by placing the Customers on ‘Credit Hold’. Acumatica restricts SO creation for customers on ‘Credit Hold’.

There is also an existing feature request on our ‘Product Idea’ page, requesting further flexibility in creating documents for Customers on ‘Credit Hold’. Here is the link for that request :

https://community.acumatica.com/ideas/customer-credit-holds-extra-flexibility-2477

Hope this helps,

Regards,

@vkumar 
Yes, put customer on credit hold can almost solve this need .
The only downside of it I can see, is the customer would not be shown in the customer drop down list in SO screen, that would make the sales people confused in some way.

The better way I am thinking of, is that the sales people can search this customer out, but he could not place orders for this customer.

And also, I like all the requesting further flexibility. That would be quite helpful.

Thank you.

hello @vkumar ,

I try to open the discussion forum on the link they share, to have more flexibility when it is a client with credit retention but it tells me that it is blocked, that I must request access, do you know how to request this access and can you see the information?

Thank you for your attention and I remain attentive, greetings.

Hi @jcesar - Ideas and KBs are open to active customers and partners. Your account shows as registered guest. In order to view these areas you need to have your business account owner add you with the proper role and access. 

hI @Chris Hackett thank you very much for the information, I'll check it out.