What is correct way to 'disable' a Customer?

Yahoo Archive
1
I haven't tried this, but what happens if you change the Customer
Type to Suspect?


--- In vantage@yahoogroups.com, Tony Hughes <thughes281@...> wrote:
>
> Amazing but in 9 years of Vantage, I have never needed to do this:
How do you disable a customer so that they will not appear to Order
Entry or Quote Entry?
> Reason is that the original company went bankrupt, was rebuilt by
some other people with same name. So now there's two customers with
same name, and I don't want to expect sales people to remember which
cust ID is the right one.
> I know I could set them on Credit Hold, and then Finance would
alert sales person that no, you have wrong customer, use the other,
or put "DON'T USE THIS" or something on Address line, but what is the
real way to disable a customer so that it isn't even seen as a
selection when creating Orders or Quotes?
>
> Thank you!
>
2
Amazing but in 9 years of Vantage, I have never needed to do this: How do you disable a customer so that they will not appear to Order Entry or Quote Entry?
Reason is that the original company went bankrupt, was rebuilt by some other people with same name. So now there's two customers with same name, and I don't want to expect sales people to remember which cust ID is the right one.
I know I could set them on Credit Hold, and then Finance would alert sales person that no, you have wrong customer, use the other, or put "DON'T USE THIS" or something on Address line, but what is the real way to disable a customer so that it isn't even seen as a selection when creating Orders or Quotes?

Thank you!
3
We usually change the customer name to contain "Use Customer # xxx" So that the sales person/order entry person won't use that account and they will know the correct account to use. In addition we put that account on credit hold.

Michelle de la Vega
Business Applications Manager
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
513-716-6400 (direct)
513-382-3281 (cell)
513-831-1209 (fax)
www.coldjet.com<http://www.coldjet.com>
[cid:image001.jpg@01C909D1.96BCF2F0]
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Tony Hughes
Sent: Friday, August 29, 2008 11:50 AM
To: vantage@yahoogroups.com
Subject: [Vantage] What is correct way to 'disable' a Customer?


Amazing but in 9 years of Vantage, I have never needed to do this: How do you disable a customer so that they will not appear to Order Entry or Quote Entry?
Reason is that the original company went bankrupt, was rebuilt by some other people with same name. So now there's two customers with same name, and I don't want to expect sales people to remember which cust ID is the right one.
I know I could set them on Credit Hold, and then Finance would alert sales person that no, you have wrong customer, use the other, or put "DON'T USE THIS" or something on Address line, but what is the real way to disable a customer so that it isn't even seen as a selection when creating Orders or Quotes?

Thank you!



[Non-text portions of this message have been removed]
4
We ran into this same problem. We didn't find any way to disable customers,
but we ended up checking the "No Contact" checkbox in customer maintenance.
This way, it won't (by default) appear in the quote and order search lists.
You can still make it appear if in the search you check "include no contact"




Daniel

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Tony Hughes
Sent: Friday, August 29, 2008 11:50 AM
To: vantage@yahoogroups.com
Subject: [Vantage] What is correct way to 'disable' a Customer?



Amazing but in 9 years of Vantage, I have never needed to do this: How do
you disable a customer so that they will not appear to Order Entry or Quote
Entry?
Reason is that the original company went bankrupt, was rebuilt by some other
people with same name. So now there's two customers with same name, and I
don't want to expect sales people to remember which cust ID is the right
one.
I know I could set them on Credit Hold, and then Finance would alert sales
person that no, you have wrong customer, use the other, or put "DON'T USE
THIS" or something on Address line, but what is the real way to disable a
customer so that it isn't even seen as a selection when creating Orders or
Quotes?

Thank you!





[Non-text portions of this message have been removed]
5
Put a call in to Vantage support. The development team has identified this
as an Enhancement request. The current target is somewhere in version 9.
The more customers that request this, the sooner it "should" happen. If
there are not enough requests, it never will happen.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Michelle de la Vega
Sent: Friday, August 29, 2008 12:20 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] What is correct way to 'disable' a Customer?



We usually change the customer name to contain "Use Customer # xxx" So that
the sales person/order entry person won't use that account and they will
know the correct account to use. In addition we put that account on credit
hold.

Michelle de la Vega
Business Applications Manager
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
513-716-6400 (direct)
513-382-3281 (cell)
513-831-1209 (fax)
www.coldjet.com<http://www.coldjet.com>
[cid:image001.jpg@01C909D1.96BCF2F0
<mailto:image001.jpg%4001C909D1.96BCF2F0> ]
________________________________
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Tony Hughes
Sent: Friday, August 29, 2008 11:50 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] What is correct way to 'disable' a Customer?

Amazing but in 9 years of Vantage, I have never needed to do this: How do
you disable a customer so that they will not appear to Order Entry or Quote
Entry?
Reason is that the original company went bankrupt, was rebuilt by some other
people with same name. So now there's two customers with same name, and I
don't want to expect sales people to remember which cust ID is the right
one.
I know I could set them on Credit Hold, and then Finance would alert sales
person that no, you have wrong customer, use the other, or put "DON'T USE
THIS" or something on Address line, but what is the real way to disable a
customer so that it isn't even seen as a selection when creating Orders or
Quotes?

Thank you!

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]