One of our customers have just filed for bankruptcy. How do we block the customer in IFS so no orders are received and no invoices are raised? (Customer is not used going forward)
Is there a customer status option anywhere in IFS?
Currently using IFS Production 9
Thanks
Best answer by MKG019
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+13
Hi Lawrence,
In customer master invoice tab there is filed called inactive put a date from which you don't want the transaction to be performed for the customer.
Regards,
Mukesh Gupta
There is also the credit Info page.
It will prevent you for releasing customer orders. You can also connect it to a credit ranking company web service.
+21
Lawrence G,
A pity to read that one of your customers has not pulled it through. I think that the above is good. I would also check the following:
Confirm deliveries will never be done by customer as they will not react.
We have performed all of these steps and a customer can still be linked to business opportunity, sales quote and customer order. It only fails when we try to invoice. How do we get them to not show up in any of our customer lists as active?
+20
The customer order and sales quotation work with a Customer’s Address ID, so using a Valid To date on the address should prevent this address from being selected in the headers of these forms. Not sure how to prevent selection in a Business Opportunity.
I am more looking for how to make it excluded from any customer lookup within a BO, SQ, CO?
Thanks!
+1
Has anyone figured out how to block a customer from the Business Opportunity yet? The customer has been blocked for orders and invoicing but still appears on the BO LOV.
We have same issue with customers and have not found a way to exclude from customer lists. Would like to see a solution introduced in the program since it seems a fairly common thing to need to inactive customers (whether old or duplicates).
We have instituted a process where we rename the customer with DNU (Do Not Use) at the front of the customer name so users know not to select. But not having them show is the more ideal choice.
+1
We also use DNU but we’d like to have them not visible in the LOV if possible.
We’re looking for the same outcome for sure,
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