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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Customer is on hold bu...
Microsoft Dynamics GP (Archived)

Customer is on hold but user can transfer the sales order to invoice

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Posted on by P NOUSHAD 1,821

Hi,

Even Customer is on hold, the sales order can be transferred to invoice by removing process hold of transferring documents.  System is not checking whether the customer is on hold or not before transferring the sales order to sales invoice.  Please check this issue.

Regards,

Noushad

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I have the same question (0)
  • L Vail Profile Picture
    L Vail 65,271 on at

    Hi,

    If you have the Great Plains Power Tools from Winthrop Developers www.winthropdc.com/products_GPPT.htm, you can easily write a script that will check the hold status of a customer when a transfer is attempted, and prevent it from happening. You can do this kind of thing for any transaction type. He may have some examples out there that you can use to get started.

    Lesllie

  • Suggested answer
    MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    If you have a customer on hold, but do not have a password in Receivables Setup to override the hold, Dynamics GP will simply warn you about it, but will not stop you from processing transactions. In addition, if you attempt to enter an order, or invoice for a customer on hold with an override password, you will be challenged for the password before you can enter the transaction.

    Now, an actual hold on the customer card is different from a process hold in SOP. I am a bit confused based on what you are detailing above. If this is a process hold, you can also setup a password on the process hold to allow it to be removed and can restrict the process hold on transfers. It sounded more like this is what you were referring to.

  • Community Member Profile Picture
    Community Member on at

    Hello,

    Will documents created before the customer was placed on hold also receive a prompt requiring a password, or would the prompt only be received for documents created after the customer was placed on hold?

    Regards,

    Art.

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