7
Add the ability to place a customer on hold for various reasons (Accounting Hold, Credit Hold, etc.). When a customer is on hold, orders should be able to be entered for the customer, but orders should not be able to be shipped. Ideally, this option could be enabled or disabled at the company level.
Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team

Comments

D

The risk for not having this function could cost a company thousands of dollars in bad debt. This should be a simple fix...not releasing the customer for order entry or shipment only allowing payments to be applied. Many times customers are in collections, with attorney or are on a repayment plan. The time involved and the risk of loss is high if each time a payment is made, AR or Credit has to reopen and the close the account.

Category: Sales

D

Agree. Would love the functionality to accept a payment from a customer while the customer is on hold. Currently we have to release the hold to accept payment then place the customer back on hold, which runs the risk of customer orders going through and is also a very manual process.

Category: Sales

D

Need to be able to still post payments to customer's on hold

Category: Sales