Would it be possible to add a hold for customers to prohibit job setups?
Guest
| Company | Taurus Industrial Group |
| Job Title / Role | Vista Support |
| I need it... | 6 months |
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We use "on Hold" as a collection tool, and "inactive" to tell us customer's are "inactive" for a variety of other reasons. The "On Hold" should throw an indicator when entering contracts, just like "inactive" does
Sounds reasonable. The inactive status may cause concern for the users that their customer is inactive rather than being on hold for concerns such as litigation. Will recommend to business users.
Have you tried to change the customer status to Inactive in Addl Info Tab of AR Customers form? You should be able to get to the result you are looking for. Any job can still be assigned to an inactive customer, the warning will display though at the time of the assignment to let the user know that the status is inactive. Payments can still be posted for any open invoices, but no new invoices can be created through AR or JB while the customer is in "Inactive" status.
Inactive - Select this option if this customer is inactive. This option allows you to post payments for this customer, but new invoices may not be posted.
Looking to block invoicing if a customer is on hold.
Are you looking to prohibit the invoice generating or really want to prevent contract assignment to a customer in a certain status? In Vista a contract can be created without a customer, you will not be able to bill it with no customer assignment, yet can accumulate costs. What is you business reason for trying to prevent a certain customer(s) from being associated with a contract?