Blocking Customer/Supplier Transactions

QAD 2017 Enterprise Edition > User Guides > Master Data > Address Data > Blocking Customer/Supplier Transactions

You may want to restrict which activity can be initiated in the system for active customers. For example:

• You may want to create sales orders for some customers but not calls or contracts in the Service/Support Management (SSM) module.

• You may need to block a customer that has credit problems.

• You may need to block a supplier who is delivering late or has quality problems.

Note: When customers or suppliers are marked as inactive, all related transactions are automatically marked as blocked; you do not need to set up the transactions. Marking a customer or supplier as inactive is done in the AR or AP modules. See QAD Financials User Guide.

Use the functions on the Blocked Transactions Menu (2.23) to block transactions for active customers and suppliers. You start by creating blocked codes that represent the sets of transactions you want to restrict.

The system transactions that can be restricted are predefined and are identified by codes set up in Language Detail Maintenance (36.4.2). Programs associated with standard sales orders and purchase orders can be blocked, as well as customer-related and supplier-related transactions in SSM.

Some restricted transactions are print programs. These programs do not include any information for blocked customers and suppliers in the print output.

The blocked codes group transactions in the ways that meet your business requirements. For example, you can create one code that includes all transactions for the most secure restriction level. You can create other codes that include only customer transactions, only supplier transactions, only SSM transactions, or only order creation transactions.

You then associate the appropriate code with customers and suppliers. The various programs that create blocked transactions check the code to validate that the transaction is allowed for the associated customer or supplier. This ensures that when customers and suppliers have been restricted, appropriate reviews and checks are completed before further activity can be created in the system referencing them.

Blocked Transactions Menu (2.23) lists functions on the Blocked Transactions Menu (2.23).

Blocked Transactions Menu (2.23)


Menu Number	Menu Name	Description
2.23.1	Blocked Transaction Maintenance	Create, update, and delete blocked codes and assign programs to existing blocked codes.
2.23.2; 2.23.26 (Enhanced .NET UI version)	Blocked Transaction Report	Display blocked codes and their descriptions as set up in Blocked Transaction Maintenance.
2.23.4	Blocked Customer Maintenance	Assign a blocked code to a customer and update or delete the assignment.
2.23.5	Blocked Customer Report	Display blocked codes and blocked transaction codes for a range of customers as set up in Blocked Customer Maintenance.
2.23.7	Blocked Supplier Maintenance	Assign a blocked code to a supplier and update or delete the assignment.
2.23.8; 2.23.32 (Enhanced .NET UI version)	Blocked Supplier Report	Display blocked codes and blocked transaction codes for a range of suppliers as set up in Blocked Supplier Maintenance.