Block a sales contact (temporarily)

You can temporarily or completely block a debtor.

  • Block temporarily

    If you select this check box, that has consequences for the data entry in the sales process. For this sales contact you can:

    • No longer create a sales order.
    • No longer create and modify a packing slip.

    You can however still add a sales invoice.

  • Block completely, no longer visible

    You can no longer use the debtor in the sales process (orders to invoices) and the debtor is no longer displayed in the views (unless you explicitly select to show blocked debtors).

    Blocking debtors does not affect the financial completion (for example, of payments and outstanding items). You can still make financial entries if Blocked for delivery and Block completely, no longer visible are set. Profit does not check for this, so you can make a financial entry if you receive an amount from a debtor.

    Note:

    (Temporarily) blocking a sales contact has implications for the linked projects.

To (un)block a sales contact:

  1. Go to: Order Management / Sales / Sales contact.
  2. Open the properties of the sales contact.
  3. Go to the tab: Organisation/person.
  4. Select the Blocked for delivery or the Block completely, no longer visible check box. Or deselect these check boxes if you want to unblock.
  5. Click on: OK.

Consequences of (temporary) blocks:

Action

Temporarily blocked

Completely blocked

Create new sales quotation

Allowed

Not allowed

Create new basic sales order

Create new sales order advice

Create new sales order

Create new packing slip

Create new counter/direct invoice

Not allowed

Not allowed

Create new sales invoice

Allowed

Not allowed

Open existing basic sales order

Open existing sales quotation

Open existing sales order advice

Open existing sales order

Open existing packing slip

Open existing counter/direct invoice

Read only

Read only

Open existing sales invoice

Customizable

Read only

Copy to sales order

Copy to packing slip

Copy to counter/direct invoice

Not allowed

Not allowed

Generate packing slip

Not allowed

Not allowed

Report packing slip ready (not to actual costing)

Not allowed

Not allowed

Copy packing slip to invoice

Allowed

Not allowed

Generate invoice

Allowed

Not allowed

Delete basic sales order

Delete sales quotation

Delete sales order advice

Delete sales order

Delete packing slip

Delete counter/direct invoice

Delete sales invoice

Allowed

Allowed

Financial entry

Allowed

Allowed

Finalise sales quotation

Not allowed

Not allowed

Approve quotation

Not allowed

Not allowed

Quotation version

Not allowed

Not allowed

Redetermine prices

Allowed

Allowed