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Creating a new Customer Account Status

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Posted on by brianmaric

I have a request to create a new customer account status that allows only certain types of orders to be processed. This does not seem advisable to me as this basic functionality is integrated through out Dynamics.

I'd be interested in other people's thoughts on this idea.

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Deepak Agarwal 8,602 on at

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What you mean by account status, will user change this frequently. What type of SO will be created. Pl share more details.

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brianmaric on at

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I mean the Status from credit and collections

The request is create a credit status that inactivates all customer activity except sales orders that have a sales order line where a custom field has been populated.

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Deepak Agarwal 8,602 on at

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I am still not very clear abut business case. But As its a custom requirement better to to add a new status field for this and use the same in your business logic.

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