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:

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