Question

Credit Hold

  • 10 May 2024
  • 1 reply
  • 28 views

Userlevel 5
Badge +8

We urgently need a mechanism in IFS to prevent ordering materials or charging time against a customer job with a credit hold.  Does anyone have any suggestions on how something like this could be done? I would appreciate any thoughts. 


1 reply

Userlevel 6
Badge +16

Andrei,

The quickest way to achieve this would be to create a custom event which you could invoke at the required stage in the process, i.e. when a user is trying to save a time booking against the job.

Not sure which version of IFS you are running, but attached is a guide on how to do this in IFS Apps.

Regards,

Antony

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