Customer Blocking

WATCH THE VIDEO

Customers have their purchase history where all orders, payment transactions, invoices, and deliveries are stored. All this information is stored in Microsoft Dynamics AX. If some transactions have been already created for customers, you will not be able to remove these customers in Microsoft Dynamics AX, however you can block them and prevent from placing orders in a Sana webshop. You might want to block customers for variety of reasons, for example, until customers pay their outstanding invoices.

A blocked customer cannot:

  • See price and stock information

  • Place orders and quotes

  • Pay invoices

  • Convert quotes to orders

  • Create return orders

You can block a customer in Microsoft Dynamics AX. Open the Customer form, on the Credit and collections FastTab, in the field Invoicing and delivery on hold, select one of the available options:

  • No: Customer is not blocked.

  • All: Customer is blocked. Customers can still log in to the webshop, but they will see a message at the top informing customers that they cannot place orders, see prices and stock. Besides, customers cannot pay their outstanding invoices.

  • Invoice, Payment, Requisition, Never: Customer is blocked. Customers can still log in to the webshop, but they will see a message at the top informing customers that they cannot place orders, see prices and stock. However, customers can pay their outstanding invoices online from a webshop. This allows customers to settle their debts while preventing them from placing new orders until their account is unblocked.

Customers can be also blocked, if they do not meet the requirements set in the table Data Validation Rules in Microsoft Dynamics AX. For more information, see Data Validation Rules.