Putting customers on hold

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?



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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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?



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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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?



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Laurence,

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

- Rushabh


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

On 13-Sep-2013, at 8:47 AM, lxnow <la...@union.ph> wrote:

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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?



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

On Friday, September 13, 2013 12:33:42 PM UTC+8, Rushabh Mehta wrote:
Laurence,

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

- Rushabh


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

On 13-Sep-2013, at 8:47 AM, lxnow <la...@union.ph> wrote:

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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?



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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


On Friday, September 13, 2013 1:46:23 PM UTC+8, lxnow wrote:
Thanks, was able to find it by going into Chart of Accounts.

On Friday, September 13, 2013 12:33:42 PM UTC+8, Rushabh Mehta wrote:
Laurence,

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

- Rushabh


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

On 13-Sep-2013, at 8:47 AM, lxnow <la...@union.ph> wrote:

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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?



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

On 25-Jun-2014, at 11:29 am, Eka <ek...@gmail.com> wrote:

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


On Friday, September 13, 2013 1:46:23 PM UTC+8, lxnow wrote:
Thanks, was able to find it by going into Chart of Accounts.

On Friday, September 13, 2013 12:33:42 PM UTC+8, Rushabh Mehta wrote:
Laurence,

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

- Rushabh


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

On 13-Sep-2013, at 8:47 AM, lxnow <la...@union.ph> wrote:

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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?



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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:

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

On 25-Jun-2014, at 11:29 am, Eka <ek...@gmail.com>

wrote:


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


On Friday, September 13, 2013 1:46:23 PM UTC+8, lxnow wrote:
Thanks, was able to
find it by going into Chart of Accounts.

On Friday, September 13,
2013 12:33:42 PM UTC+8, Rushabh Mehta wrote:
Laurence,

Its

in the Customer’s “Account” record… 


-
Rushabh



W: <a moz-do-not-send=“true” href=“https://erpnext.com/
target=“_blank”
onmousedown="this.href=‘Redirect Notice’;return

true;"
onclick="this.href=‘Redirect Notice’;return

true;">https://erpnext.com
T: @rushabh_mehta


On 13-Sep-2013, at 8:47 AM, lxnow <la...@union.ph> wrote:

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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?




You received this message because you are subscribed to the Google
Groups “ERPNext User’s Forum” group.

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

On 25-Jun-2014, at 1:32 pm, Agus Eka Maharta <ek...@gmail.com> wrote:

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:

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

On 25-Jun-2014, at 11:29 am, Eka <ek...@gmail.com>

wrote:


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


On Friday, September 13, 2013 1:46:23 PM UTC+8, lxnow wrote:
Thanks, was able to
find it by going into Chart of Accounts.

On Friday, September 13,
2013 12:33:42 PM UTC+8, Rushabh Mehta wrote:
Laurence,

Its

in the Customer’s “Account” record… 


-
Rushabh



W: <a moz-do-not-send=“true” href=“https://erpnext.com/” target=“_blank” onmousedown="this.href=‘Redirect Notice’;return

true;" onclick="this.href=‘Redirect Notice’;return

true;">https://erpnext.com
T: @rushabh_mehta


On 13-Sep-2013, at 8:47 AM, lxnow <la...@union.ph> wrote:

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?

On Friday, September 13, 2013 2:34:11 AM UTC+8, Addy wrote:
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.

On Thursday, September 12, 2013 3:34:54 PM UTC+5:30, lxnow wrote:
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?




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