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Formatted Search to block new sales order creation if customer has past due Invoice

Apr 28, 2017 at 08:34 AM


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Former Member

Hello Experts,

I need to know if it is possible to create a formatted search whereby if a user tries to create a sales order for a customer who has an invoice past 30 days, as soon as the user tries to click the add button, a prompt comes up and the sales order cannot be added.

Is it possible to have a formatted search that is triggered by the add button or any number entry for the amount figure?

In the figure above, a sales order should be able to be created, if there is any amount in the column 31 - 60, a sales order should not be able to be created.

How do I best achieve this? A formatted search or addon?

Any help appreciated

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