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Customer hold options.
• No - This means that the customer is not on hold. So, if you want to take a customer off hold chose this value
• Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. This will prevent sales order creation
• All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.
• Payment - AP related
• Requisition - AP related
• Never - AP related
We don’t have an on-hold option to prevent the creation of customer quotes, the quotation process can be managed through the confirmation phase at which point a system error is generated if the customer is on Invoice hold. If a customer has large past due amount all activity should be disabled outside of recording cash receipts. An option to prevent all customer transactions except cash receipt transactions is required.
• No - This means that the customer is not on hold. So, if you want to take a customer off hold chose this value
• Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. This will prevent sales order creation
• All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.
• Payment - AP related
• Requisition - AP related
• Never - AP related
We don’t have an on-hold option to prevent the creation of customer quotes, the quotation process can be managed through the confirmation phase at which point a system error is generated if the customer is on Invoice hold. If a customer has large past due amount all activity should be disabled outside of recording cash receipts. An option to prevent all customer transactions except cash receipt transactions is required.
STATUS DETAILS
Needs Votes
Comments
we need to be able to put a customer on hold for all new sales transactions but should be able to enter any cash receipts without having to change the account status. have tried multiple ways to hold and account and still allow for payments but have been unsuccessful and this is in D365 F&O
Category: Accounts Receivable