Blocking/Unblocking a Customer

You can use the Change Request service to create a change request that, once approved, will flag the customer as blocked or respectively unblock it.

Prerequisites

The customer exists in the active area and is not part of an ongoing change request.

Procedure

Select a customer in the search result list.
In the Search Customer service, select a customer in the result list and choose Block or Unblock.
Select a change request type
In the Available Change Request Types dialog box, select an change request type.
Enter change request data
In the Change Request section, enter a description for your change request in the Description field. For further details see the corresponding section in Creating a Customer.
Submit change request
To trigger the blocking or unblocking workflow, click the Submit button.

Result

The system creates a change request for blocking or unblocking the chosen customer. The change request triggers the appropriate workflow and, once approved, results in the customer being blocked or respectively unblocked.