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‘on hold’ Image Removed

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 Tick On hold

  • Click Save and Exit

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Tip

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

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Info

If using the legacy company/supplier screen: the On hold option is shown to the right of Business type of Supplier (as shown at bottom of step 2)

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

When adding/removing the core supplier

setting on the company record, this is automatically added to the company/supplier journal

From the company/supplier record:

  • The supplier being marked as core is logged in the Activity Feed
    (if the Core setting is removed, this is also logged)

  • If these entries aren’t shown, click the filter icon (top right of Activity Feed), select Edit hidden entry types, remove Detail Change and click Accept

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If using the legacy screen:

  • 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

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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

From AgencyCloud 12.159+, to allow better visibility of suppliers currently on hold it is possible to report on suppliers on hold and add an ‘on hold’ column to a company grid
Click here for more information: Report on suppliers 'on hold'

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