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Blocking transactions are control mechanisms that automate financial risk management and operational discipline. Thanks to the defined block groups, it prevents stakeholders (customers, dealers, suppliers) with financial or operational risks from imposing more risks on the system, and operates corporate rules without leaving them to the initiative of the personnel. First, groups are defined, process arrangements are made and added to the main display file, and then blocking operations are entered. After all these arrangements, risk management is ensured by stopping the creation of an erroneous order or an unauthorized offer at the very beginning.

Path: ERP > Finance Accounting > Risk and Collateral > Blocking Procedures

Block Tracking List

In order to use block tracking operations, relevant arrangements must first be made on the system. "Block Groups" are defined in the parameters. Block groups include options such as not receiving premiums, not registering, not placing orders or bids. Block groups are created with various options that are seen as risks.

After the block groups are created, records for which clients will be valid are made on the Blocking Transactions page.

Process: The confirmation process of the blocking operation is selected. Blocking must be done after approval.
Blocking Reason:The blocking reason of the blocked account is selected. This field comes from block groups. The selection here affects the operation of the system, so it must be chosen correctly.
Current Account:The current account for which the blocking operation will be carried out is selected.
Transaction Performer and Block Date:The personnel performing the blocking operation is selected and the date range for the blocking operation is determined.
Explanation:Detailed information and notes regarding the reason for the blocking operation. is entered in this field.

Note: "Member Information" is available in the upper right menu on the update page. It directs you to the contact search page, where Corporate/Individual Account listings can be made.

After these definitions are made, "Corporate or Individual Member Blocking" in the standard must be added to the main display file area of the relevant processes in order for them to work on the Order and Offer page.

After all these operations, for example, if an order is added, it will give the following warning and the order will not be saved.

Blocking Operations Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Blocking Reason / settings.form_add_block_group Param Wiki

MLM modülü altında blok grupları tanımlanabilir. Blok grupları içerinde sipariş alamaz, kayıt yapamaz vb. fonksiyonlar ile üyeler bloklanır.

Blocking Operations,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

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About Workcube Objects

Blocking Operations

Companies determine risk management strategies in case they cannot collect the price of the sale or service on time or at all. With the blocking process, the customer is prevented from performing any operations on the system.

Type: WBO Version: Catalyst v5 Licence: Standard Author: Workcube Core