Use the Manage Customers window to deactivate and activate customers.
When you add a customer the default setting is active, but you can also reactivate a customer that has been deactivated.
When a customer is deactivated, you can still find the customer by changing the Active? criteria to Either or No.
To deactivate or activate a customer
Navigate
to Accounts Receivable > Manage
> Customers.
The Customer Search window is available.
Find the customer using the various search criteria.
Tip
If the customer you want to edit does not
appear in the list, click New Search and
change your criteria.
Check the Location if you have more than one.
In the Customer list, select the customer
Click Deactivate or Activate as applicable.
Click Yes to confirm.
A customer can be deactivated as long as the following conditions are met:
non-zero account balance
no unapplied credits
no remaining prepayment dollars
no unbilled Loadout Tickets
no active Work Orders
non-zero grain account balance and no unapplied grain credits
no active fuel cards