Administration, Core Financials, and Project Accounting

[Jim_G]

Is there a function I can turn on in 500 that would place a customer on hold based upon their oldest unpaid invoice?

For example I would like to stop sales and shipments to all customers that are out over 60 days. Can I have an automatic hold put upon their accounts when they hit that aging category?

Thanks,

Your Friend,

Jim_G

[JohnHanrahan · Accepted solution]

Yes.  That's pretty easy if you are SQL knowledgable.  Just look at tarInvoice for Balance <> 0 and DueDate > 60 days old.  Then update the flag in tarCustomer (Hold).  I would just write a nightly job that does this.

If you're not comfortable with the above then I'd hire your reseller or a master developer.  If you make a mistake then the consequences of writing to the table could be painful.

You might be able to do it with Knowledge Sync, I don't really know though.

Cheers,

John

[Jim_G]

V8 Moment.

Why didn't I think of that?

Thanks!!