On Hold

On hold refers to the status of a debtor or customer account.  

 On hold allows you to temporarily restrict certain actions against a debtor or customer, such as processing debtor or customer documents due to the following reasons 

 

 Credit limit exceeded  

 Payment issues 

 Document requirements and other reasons related to internal policies 

 

 How to put a customer on hold: 

  Debtors/ Customer Module> Configuration> Debtor/Customer setup> Account Details Tab 

 

 Once done with putting a debtor or customer on hold then click save and close and you will see the icon below on debtor or customer status, the icon means that the customer is on hold  

 

 The documents that are affected by Onhold are: 

 

 Quotations 

 Sales Order 

 Sales Order Confirm 

 Invoices 

 Credit Notes 

 Stock Dispatch 

 

 

 Documents On hold 

 When a debtor or customer is on hold you can still create all transaction documents, affected by on hold but you will not be able to process them.  

 You can promote a quotation to invoice or sales order but will not be able to process it. 

 If a debtor or customer is on hold it will show on the grid and when you are creating any transaction document 

 See examples below:  

 

 When creating a new invoice or any document for a debtor or customer you will see the prompt below: 

 

 When you have finished capturing a document and click "Process," a prompt message will appear.