Put supplier 'on hold' - configuration option
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:
When carrying out an action that requires a supplier to be selected, this supplier will be hidden from the company/supplier search | |
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:
If using the legacy screen:
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