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Question

How to block a customer to prevent creating new sales contract?

  • May 26, 2025
  • 4 replies
  • 53 views

SNBLAVA
Sidekick (Customer)
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  • Sidekick (Customer)
  • 13 replies

Is there a way to prevent creating a new sales contract for an inactive customer?

 

Backgrond: Currently it’s possible to set the customer on ‘credit blocked’ and once you create a new sales contract  a warning message pops up (but you can continue), but actually we want an error message to ensure a new sales contract for this customer can not be created.

 

With the help of a custom even action it’s possible, but would be nice if this was standard functionality.

 

Kind regards

Lars

 

 

4 replies

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  • Hero (Employee)
  • 87 replies
  • May 26, 2025

Hi,

 

In-Activate the Customer and Check

 

Thank You


SNBLAVA
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • 13 replies
  • June 18, 2025

Hi Ramessh, thank you for your reply. I did (apps10) but still possible to create sales contract, no warning at all. I think this setting is only blocking creating new invoices.


thanif
Do Gooder (Partner)
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  • Do Gooder (Partner)
  • 12 replies
  • June 18, 2025

Hi,

Try using Expire option in Misc Customer Info tab under Order tab in Customer Window.

 

Thank you,


SNBLAVA
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • 13 replies
  • June 18, 2025

Hi Thanif , I just found out that checking the credit limit will prevent creating a new sales contract.

 you can create a new contract, but can not proceed after the status tendered, so award and finally activate is blocked,which is good from our perspective as well.

 


Problem solved with standard functionality ;) thank you for your comments.