on 09-04-2009 7:05 AM
Hi All
If a BP is outstanding balance is more than 30 days for a bill, we will put his account on hold till he gives the payment.
If i put on hold, we are not able to take service call or make quotation or make receipt entry.
is there any possibility to take service call or make quotation or make receipt entry if the account is on hold or active status is ticked through stored procedure. if yes, pl help
regards
Sundaram
Hi Sundaram,
Instead of holding those BPs, I believe using SP Transaction Notification might be a better choice for you. In this way, the BP could still be available for service call, quotation or receipts. In the mean time, you don't need to worry about the holding status might be changed by somebodies with enough rights.
Thanks,
Gordon
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Hi,
I think you'll have to do this by writing a query to trigger an approval procedure for customers whose outstanding balance is overdue for 30 days or more at the point of invoice creation ONLY.
Hope this helps.
John
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Hi Sundaram Raghavan
Before u go Stored procedure try this work around,
1.Create Drop down UDF in BP Master give this values "LOCK","UN-LOCK"
2.Based on your condition change the status in UDF
4.Then write query approval with the condition " LOCK" means approval should trigger
Advantages of this work around
1. User can make Invoices at correct time but draft mode
2After payment receive just u can add a document
3.ON--Hold BP will not appear in default report,but here u can see all report
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Hi,
When will you assign the BP(Customer or Vendor) on hold of particular date to date.
when will you use to add that BP in documents, that is only to add Draft document.
Regards,
Madhan.
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