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

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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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

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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