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Is it possible to set customer status "inactivate" in order to prevent users to create sales orders? Just like users can "suspend" an account, I would like to do the same thing in customer form.
If your intention is to prevent sales order from being created, check out the "invoicing and delivery on hold" field on the customer under the "Credit and collections" fast tab.
That would indeed be a customization.
Steve Weaver | Dynamics AX Solution Architect - UK | My Blog
This forum post is my own opinion and does not necessarily reflect the opinion or view of my employer, Microsoft, its employees, or other MVPs.
You can use Filter option to Create a query available at Customer Master just above the Name Column.
Once the Query is created and saved then use Save Cues in the same drop down to create a view to display for other users based on Profile or everyone.
Thank you for your replay.
As a company runs AX for long time, the customer list will be too huge to find out which customers are still active or not (because of going out-of-business, etc.). So, I was looking for a parameter that exclude inactive customers from the customers list or reports. Is that going to be a customization?
Thank you all for answering to question!
I will set the inactive customers using the "invoicing and delivery on hold" field, and I create a saved filter.
Ah sorry I interpreted that slightly incorrectly, the filter approach works, I was thinking about it from the point of selection on a sales order creation prompt.
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