56
Hi,
The standard on hold functionality that can be used for customers is quite restrictive and does not allow users configuring holds that - for example - allow recording payments while stopping the creation / confirmation of orders and alike.
What we need is a more flexible configuration that allows users specifying what processes shall be allowed and which ones shall not be allowed to be executed.
The project management and accounting module has a similar configuration for project stages.
Would be great if something similar could be created for customer (and ideally also vendor) holds.
Many thanks,
Ludwig
STATUS DETAILS
Under Review

Comments

L

This would be helpful or at the minimum add a new customer hold option that includes prohibiting all transitions including quotes from being created but allow cash receipts.

Category: Credit and collections

L

This would be a very nice function to have

Category: Credit and collections

L

This would be helpful.

Category: Credit and collections