Accounts On Hold Functionality

Implementing 'Accounts On Hold' Feature for Credit Management

Description:

This feature request proposes the introduction of an 'Accounts On Hold' functionality, allowing administrators to place customer accounts on hold, particularly in situations where the customer is on stop credit. This feature aims to enhance credit management and control over job assignments for customers with outstanding payments.

Details:

• Administrators should have the ability to mark customer accounts as 'On Hold' due to credit issues.

• When an account is on hold, restrictions are placed on job assignments to that customer. This means no new jobs can be assigned to users for that particular customer.

• Existing jobs for customers on hold should be categorized under a specific assignee or status, making it clear that these are for accounts with credit issues.

Benefits:

• Improved credit control and risk management by preventing further job assignments to customers with outstanding payments.

• Enhanced clarity and organization in job management, especially for accounts with credit issues.

• Streamlined administrative processes in managing customer accounts and credit statuses.