Difference between revisions of "How do I put a customer on stop?"

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== More Information ==
 
== More Information ==
 
As an administrator you may want to restrict two things:
 
As an administrator you may want to restrict two things:
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#People with low security removing the status on the actual account.
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# Staff members with low security removing the status on the actual account.
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#People getting into the account to sell  
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# Staff members being able to sell to or take an order from an account on stop.
  
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{{Example|text=Entering the account on {{Menu|{{ST}}|Invoicing & Customer Orders}}.}}
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You may need to ensure your Platinum system is configured to meet these criteria:
  
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To do this you will need to set up an account status and its related security, and then stamp this status on the actual customer record.
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=== Configuration ===
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Go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Security & Print Configuration}}.
  
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You must first set up the account status see [[Setting up an Account status]].
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* {{DataValue|SXPGR38 - Account Status}} should appear in the list of {{DataPrompt|Programs}}.
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* If you wish to stop particular users invoicing to customers with the {{DataValue|On Stop}} status from {{Menu|Stock Control|Invoicing and Customer Orders}} or {{Menu|Stock Control|Point of Sale}}, you will need to:
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** If it does not appear move down to the end of the list and add {{DataValue|GR38}} to the list.
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** Go to {{PlatinumSettings|Security & Print Configuration}}.
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** Under {{DataPrompt|Mask No.}} enter {{DataValue|9}}.
  
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* Find the {{DataValue|SXPST}} {{DataValue|Stock Control}} heading in the list.
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{{Warning|text=Depending on how your system has been configured you may need to specify a different {{DataPrompt|Mask No.}} - see [[How do I Set Up User Security in Platinum?]].}}
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** Set the mask heading to {{DataValue|9}} (working on the basis that Acc Status was numbered {{DataValue|9}} in the Security and Mask heading screen earlier).
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** Set the Security Column to {{DataValue|0}}.
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** Under {{DataPrompt|Security}} enter {{DataValue|9}}.
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* Move through the list and find the main modules you use for invoicing/ordering e.g. {{DataValue|SXPST - Stock Control}}.
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* Enter the same {{DataPrompt|Mask No.}} as above. Leave the {{DataPrompt|Security}} un-changed.
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* Press {{KeyPress|ESC}}.
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== Placing a Customer on Stop ==
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Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}}
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* Find the customer and click {{Button|Edit}}.
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* Go to the {{Tab|Invoicing}} tab.
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* At {{DataPrompt|Status}} click the down menu to select the relevant status.
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** If you need to add a new status please see [[Setting up an account status|this]] article.
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* Click {{Button|Done}} and {{Button|Accept}}.
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== Removing a Status ==
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Repeat the steps above to arrive at the {{DataPrompt|Status}} field. Click into that field and press {{KeyPress|C-U}} to blank the field.
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* Click {{Button|Done}} and {{Button|Accept}}.
  
 
== See also ==
 
== See also ==
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* [[Setting up an Account status]]
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* [[Setting up an account status]]
 
* [[How do I Know if a Customer has a Balance on their Account?]]
 
* [[How do I Know if a Customer has a Balance on their Account?]]
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* [[Creating a New Account Analysis Code]]
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* [[Creating a new account analysis code]]
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* [[How do I Find a Customer?]]
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* [[How do I find a customer?]]
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* [[Creating a New Customer/Supplier]]
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* [[Creating a new customer or supplier]]
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* [[How do I View Customers by Account Status?]]
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* [[How do I view customers by account status?]]
  
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{{KB_Tags|Customer, Status, Security, On Stop}}
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{{KB_Tags|customer, status, security, on stop, on hold, debts, bad debt}}
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{{FAQ}} {{KB_SL}} {{ZN_Admin}}
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{{FAQ}}{{How}}{{KB_SL}}{{ZN_Admin}}

Latest revision as of 06:31, 22 February 2020

Summary

This article explains how to set an "Account on Stop" Status on accounts who have breached their credit terms.

More Information

As an administrator you may want to restrict two things:

  1. Staff members with low security removing the status on the actual account.
  2. Staff members being able to sell to or take an order from an account on stop.

You may need to ensure your Platinum system is configured to meet these criteria:

Configuration

Go to " Reports & Settings Maintenance Options System Administrator Security & Print Configuration".

  • 'SXPGR38 - Account Status' should appear in the list of "Programs".
    • If it does not appear move down to the end of the list and add 'GR38' to the list.
    • Under "Mask No." enter '9'.
Depending on how your system has been configured you may need to specify a different "Mask No." - see How do I Set Up User Security in Platinum?.
    • Under "Security" enter '9'.
  • Move through the list and find the main modules you use for invoicing/ordering e.g. 'SXPST - Stock Control'.
  • Enter the same "Mask No." as above. Leave the "Security" un-changed.
  • Press <Esc>.

Placing a Customer on Stop

Go to " Sales Ledger Customer File Maintenance Add or Edit Customers"

  • Find the customer and click [Edit].
  • Go to the [Invoicing] tab.
  • At "Status" click the down menu to select the relevant status.
    • If you need to add a new status please see this article.
  • Click [Done] and [Accept].

Removing a Status

Repeat the steps above to arrive at the "Status" field. Click into that field and press <Ctrl+U> to blank the field.

  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
customer, status, security, on stop, on hold, debts, bad debt
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