Set Up Customer, Item, and Vendor Records to be Blocked

For some types of records where an approval workflow is enabled, you can block records until the records are approved.

If a record is blocked and a workflow is enabled, a user must request approval before the record can be unblocked. If users try to unblock a record before the record has been approved, the following error message is displayed:

This record can only be unblocked when the approval process is complete.

The following types of records can be blocked until approved:

  • Customers. When a customer is blocked and the Customer Approval Workflow is enabled, on the Customer Card page, the Blocked field cannot be changed until the approval request is approved.

  • Items. When an item is blocked and the Item Approval with Unblock Workflow is enabled, on the Item Card page, Blocked cannot be turned off until the approval request is approved.

  • Vendors. When a vendor is blocked and the Vendor Approval with Unblock Workflow is enabled, on the Vendor Card page, the Blocked field cannot be changed until the approval request is approved.

To set up customers to be blocked

  1. Choose Tell me what you want to do, enter sales & receivables setup, and then choose the related link.

    The Sales & Receivables Setup page opens.

  2. On the Approvals FastTab, in the Block Customer on Insert field, select one of the following values:

    • Ship: When Ship is selected, on the Customer Card page, the default value for the Blocked field, is set to Ship.

    • Invoice: When Invoice is selected, on the Customer Card page, the default value for the Blocked field is set to Invoice.

    • All: When All is selected, on the Customer Card page, the default value for the Blocked field is set to All.

To set up items to be blocked

  1. Choose Tell me what you want to do, enter inventory setup, and then choose the related link.

    The Inventory Setup page opens.

  2. On the Approvals FastTab, turn on Block Item on Insert.

To set up vendors to be blocked

  1. Choose Tell me what you want to do, enter purchases & payables setup, and then choose the related link.

    The Purchases & Payables Setup page opens.

  2. On the Approvals FastTab, in the Block Vendor on Insert field, select one of the following values:

    • Payment: When Payment is selected, on the Vendor Card page, the default value for the Blocked field is set to Payment.

    • All: When All is selected, on the Vendor Card page, the default value for the Blocked field is set to All.

See Also

Approval Workflows