Finance | Project Operations, Human Resources, ...

INVOICING AND DELIVERY ON HOLD field is grayed out

(0) Share

Report

Posted on by Vincent Vinod

Hello,

I am facing issue with one of legal entity. In that legal entity Invoicing and Delivery on hold field is grayed out whereas for other entities, this field is enabled and customer blocking can be managed.

Compared Account Receivable parameter and Credit Parameter, found there is no diffrence among the legal entities.

Could you please help me to find out the reason why that Invoicing and Delivery on hold field is grayed out ?

Note : After creating the Account Status values, i am able to manage Invoicing and Delivery on hold field but Account Status is allowing only three options NO, ALL & INVOICING. Using the Account Status, i cannot block customer for Packing Slip generation.

Thanks for your help in advance.

All responses (4)

Answers (0)

Vincent Vinod 9 on at

Like (0)

Report

INVOICING AND DELIVERY ON HOLD field is grayed out

Hello Remit,

Unfortunately i am not getting LOCK option in Personalize setting of that particular field.
Suggested answer

Ramit Paul 22,295 Most Valuable Professional on at

Like (0)

Report

INVOICING AND DELIVERY ON HOLD field is grayed out

Hi,

It is only possible by standard by personalizing the field, see below, I have locked the field and showing as same as you.
Vincent Vinod 9 on at

Like (0)

Report

INVOICING AND DELIVERY ON HOLD field is grayed out

Hello Hana,

Thank you for reply.

I tried to access customer master, (being as an Administrator), even for me this field is disabled for me.

Why I am confuse, this field is editable for one legal entity but not for another.

Is they any Rules which can be defined for this field ? Based on the rules, this field is Enabled or Disabled ?

Thanks & regards,

Vinod VINCENT
Suggested answer

Hana Xue Microsoft Employee on at

Like (0)

Report

INVOICING AND DELIVERY ON HOLD field is grayed out

Hi,
You can try to check whether the user trying to make the change has the necessary permissions for a specific legal entity. Also check the user role and make sure the user has the required permissions to manage invoicing and delivery on holds.
Additionally, you can check out old threads related to this issue: "Invoicing and delivery on hold" which is Custtable.Block is disable for editing. (dynamics.com)
There are really only 3 options for customers (“No”, “Invoice”, “All”). The other three are used only for vendors.
No – This means that the customer is not on hold. So, if you want to take a customer off hold chose this value.
Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. You will also receive a warning message when you create the sales order letting you know that the customer is stopped for invoicing.
All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.
Best Regards,
Hana