Customer troubleshooting
Goal
Unblock common failures when creating, editing, archiving, or using customers.
Who it is for
Clerk, manager, and tenant admin.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot open New customer | Missing party.create | Ask admin for create permission |
| 422 on save — required field messages | Parties setup requires email / tax ID / phone / billing address / code | Fill the field or relax Required fields in Parties setup |
| A matching party already exists. | Duplicate parties = Block | Open the existing party, switch policy to Warn/Allow, or adjust match keys |
| A party code is required. | Require party code + Manual numbering | Enter Reference or switch numbering to Auto |
| Profile fields not saving | Missing customer_profile.manage | Grant profile manage; party-only fields still need party.update |
| AR / Balance columns, AR cards or the statement on Statement & payments missing | Missing party.balance.view | Grant the party balance permission |
| Credit limit fields missing, or saving them returns 403 | Missing sales.credit.view | Grant the credit permission |
| Archive fails with inactive-reason message | Require an inactive reason when archiving is on; UI may not send a reason | Add/select an inactive reason in setup, or turn the requirement off |
| Erase blocked: Terminate the employment record… | Active employee linked to the party | End employment first; erase needs party.erase (Owner; Admin often lacks erase) |
| 404 on edit/show | Party archived or not is_customer | Filter Status = Archived / open from Suppliers if supplier-only |
| Sales post blocked for credit hold | Customer on credit hold + sales honors hold | Clear hold (API/admin process) or adjust sales credit-hold setting |
| Cannot clear both roles | A party must be a customer and/or a supplier. | Keep at least one role |