Put supplier 'on hold' - configuration option

Owned by Fiona Wilson
Last updated: Oct 23, 2023
2 min read

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:

  • Ensure Business type is set to Supplier

  • 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

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

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