Putting customers on hold

[lxnow]

Is there a way to flag a customer as being on "hold" status.  Then if the customer is on hold, no stock-related transactions (DN, non-POS SI) can be made against it.

Maybe a client-side custom script to check for customer status... I have an idea of how the script might check a custom field we create under customer doc, but the customer details are in the customer master and doesn't automatically get pulled in a DN or SI.  

Using a script, how does one check the value of a specific field in the customer master when it is not in the DN or SI?

[Addy]

Just go that specific customer's account and then there you have a freeze check box it does exactly what you are asking for no SO or DN or Invoice can be made for frozen accounts.

[lxnow]

That's funny, I don't see this checkbox in my customer form. Don't see it as a field under form customizations too. Are you using a hosted account?

[Rushabh Mehta]

Laurence,

Its in the Customer's "Account" record.... 

- Rushabh

W: https://erpnext.com
T: @rushabh_mehta

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[lxnow]

Thanks, was able to find it by going into Chart of Accounts.

- Rushabh

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[Eka]

Hi All,
I have same problem here, and I really lost. I do not know where to find that "Check boxes" while I really need to freeze a customer account. I tried to go to ledger, chart of account, account receivable and other link, but I still could not find that "Freeze account check boxes". Please help.

Regards
Eka

[Nabin Hait]

It is not check box, a select field named "Frozen".

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[Agus Eka Maharta]

Hi Nabin,
Thanks for the response. I find  that option  in an account called "Income" its a group type of account instead of ledger, while my customer account type is ledger and not fall under income account, it falls under Current Assets --->Accounts Receivable - CSN --->Application of Funds (Assets) - CSN
--->customer Account. My customer ledger account does not has that option. That arrangement created automatically by the system. Any ideas, or did I making a wrong setting here?

Eka



Nabin Hait wrote:

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[Nabin Hait]

There was some issue, I have fixed that. Please check after update.

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