Blocking Customers

[Jeff73]

Hi,

Is there a way (other than BU security) for an AR manager to "block" an account so no orders or invoices can be made for that customer?

Thanks,
J.

 

[Guest]

You can quickly stop sales orders by setting up "I" for Include in the
Billing Instructions (Customer Master) and attaching no products to that
customer. That effectively generates a hard error in Order Entry.

Andy



Andy Klee
www.JDETips.com

 

[G_Smith]

Jeff:

One of the ways to block orders in the Sales System is to set the Item
Restrictions on the Billing Instructions Screen to an "I" and then do not
include any items in the list of items for the restrictions. This in effect
keeps any items from being ordered for the customer.



George Smith
World A7.3, Cum10 - V5R1
Walco International, Inc.
Grapevine, TX

 

[Sharron]

To block invoices, try the print flag on F0301
(A5HDAR F0301 Hold Invoices)


To block orders, a great way is 'item restrictions'. Type in the item
numbers for the restricted products and no more orders! To do this:
There is a flag also in F0301 that needs to be set which is a Code that
designates whether restrictions have beeen placed on the sale of items to
this customer:
(A5EDF2 F0301 Item Restrictions)

Then you need to enter the applicable items into the restrictions file:
F4013


These videos are off the address book sets of screens.

Regards,
Sharron

 

[slandess]

account so no orders or invoices can be made for that customer?Thanks,J.

Two ways to automatically place orders on hold:

1) Put a hold code in the "Held Orders Code" in Customer Billing
Instructions, page 2 (screen V42061). This hold code will automatically be
placed on any orders for this customer.

Or

2) Put a 1.00 in the "Maximum Order Value" in the Customer Billing
Instructions (screen V4206), and then specify a hold code in processing
option #30 (Order Maximum Value Checking) of P4211. Any order with a total
over 1.00 will be placed on hold.

Steve Landess
Austin, Texas
(512) 423-0935



Steve Landess
V4R4 A7.3 cume9
EDI
(512) 423-0935

 

[Jeff73]

Re: RE: Blocking Customers

Thank you guys so much.
J.