How to make a customer inactive/active?

Epicor ERP 10
1

Can we make a customer inactive or active? and can we make an address inactive or active?

2

You cant out of the box but I am creating a UD field Called Inactive and use that with BPM’s on quotes and orders to let users know that the customer is inactive.

3

You can uncheck Valid SoldTo on the customer record. This might get what you want but has a loophole. This will block the customer in Order Entry but Quotes can still use the customer even with the SoldTo unchecked. A small BPM can block that to make it a more realistic active/inactive flag

1 Like
4

Hi Ben,

While we have never found an “inactive” single boolean, we have used the individual disallows per below.

Nancy

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4 Likes
5

Thank you all.

6

Are you able to attach a reason code to a customer that is inactive? Currently in the process of switching to Epicor and we are able to attache inactivation reason codes to customer/vendors that become inactive. i.e. Customer went out of business (Bankruptcy or Sold company), poor customer (no longer choose to do business), or stale customer.
Thoughts?

7

My suggestion would be to customise the main screen. Insert the customer rating field (Additional tab) to the front screen…pretty simple to do. Add a label text to describe what your using this field for, change the text for Rating to match etc. Its not a reason code but a text field you can then enter what you like.