credit control - accounts on stop

[badger]

Hello & happy new year
Q: Is there a way of putting a customer a/c on stop that will
block new sales invoices from being raised ?
The pop-up warning that an a/c is on hold is quite easy to miss or ignore
and is not a very effective way of stopping a new order going out
any ideas ?
Thanks

[brucedenney]

There is no way to block invoices being added.

The pop up is pretty hard to miss. Perhaps there problem is that most of the time, the pop up is inaccurate and the account is not on stop

If you want to stop orders going out there are more drastic approaches.

1/ Remove the ADDRESS or replace it with "ACCOUNT ON STOP"

2/ Renumber the customer account using a 3rd party tool.

3/ Alter the layouts to print "ACCOUNT ON STOP CAN NOT SHIP" and not print any item lines if the account is on stop.

Of all the drastic ones, 1 and 3 have the advantage that any order not yet printed but already taken will get caught. 2 has the advantage that the person taking the order will be immediately alerted, of course, people could create a new account or do all manner of things to still break the system whatever you do.

[badger]

Hi - thanks for the advice & the prompt reply
Item 3 - altering the layout looks a good option, but I'm not clear on how to do it.
Would I use the main invoice layout, but have to add a conditional process to produce the suggested result?
Or something else?
Thanks & regards
John

[brucedenney]

You add the text to the layout, and then use conditional properties to suppress the printing of it on "normal" orders