When an account is on Hold, you can currently still process a Sales Order within the system.
It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given.
Status Action
On Hold - No Action Does not allow you to enter, acknowledge, allocate, produce picking lists dispatch or invoice current orders
On Hold - Enter Order Only Allows you to enter new sales orders. Does not allow an other actions
On Hold - Allocation Allows you to enter an order and allocate stock only
On Hold - Pick Allows you to enter, allocate, acknowledge and Produce a picking list. Will not allow you to dispatch
A message then appears on screen when a customer is actioning a Sales Order telling them what actions can be taken for the current status of a customer.
This will allow the customer more flexibility in controlling the sales order process for customers who are on hold.
Guest
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Review in progress
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Review in progress
We’re currently investigating this idea with a view to including it in a future release.
We’re looking for customers who are interested in this functionality and would be willing to talk to us about how this works in their business today and what changes would benefit them. Discussions will take around 30 minutes and we'd really appreciate your insight to shape how this feature would work.
If you are interested in helping please email ukisage200productmanagement@sage.com.
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