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1. Put a company/supplier 'on hold'

From company/supplier record:

  • Ensure Business type is set to Supplier

  • To the right of Supplier type, tick On hold

  • Click Save and Exit

Tip

When carrying out an action that requires a supplier to be selected, this supplier will be hidden from the company/supplier search

2. Changes to ‘on hold’ supplier setting added to company/supplier journal

When adding/removing the supplier ‘on hold’ setting on the company record, this is automatically added to the company/supplier journal

From the company/supplier record:

  • Click Contact details tab to view journal entries

  • If journal entries are not shown:

    • Click Contact Notes and select Choose entries to view

    • Tick Detail Change and click Accept
      Journal entries with the type of Detail Change will now be shown which includes changes to the supplier ‘on hold’ setting

Info

From AgencyCloud 12.157+, the ability to restrict a user from adding/editing the ‘on hold’ setting on a supplier was introduced, click here for more information:
Restrict changes to 'on hold' & core suppliers - configuration option

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