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This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available to allow an agent to mark a supplier as ‘on hold’ - this prevents users from selecting the supplier via the company/supplier search, such as when adding a contractor to a Works Order

To enable this configuration option, click here to contact Reapit Support

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

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

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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