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Disable Creation of New Documents for Customers on Hold

In both SalesPad and Dynamics™ GP, a customer can be placed "On Hold" for multiple reasons. Even with the customer On Hold check box checked, nothing out of the box prevents a user from creating a new sales document for that customer.

SalesPad can call an "On Load" script any time a customer card is loaded. The following script will prevent users from creating new documents for customers on hold:

if (args.Customer.val_On_Hold == true)
args.NewQuoteButton.Enabled = false;
args.NewOrderButton.Enabled = false;
args.NewInvoiceButton.Enabled = false;
args.NewReturnButton.Enabled = false;

return "";

Paste the script into Modules > Security Editor under Customer Card, OnLoad Script:

Important Reminders and Suggestions:
  • This script is considered "as is" and any changes/modifications that might be needed would require a signed quote.
  • If you are required to change a Security Option or Setting, your users will need to restart SalesPad before the changes take effect.
  • Please install this on a test machine and run it against a test database before using it on your live system.
  • You should always make sure you have a database backup prior to installing new software.
  • Database Triggers, after final delivery, are the responsibility of the dealer/customer. SalesPad will not be responsible for maintaining copies of custom database objects.
  • C# scripts, after final delivery, are the responsibility of the dealer/customer.
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