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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Set Customers "In...
Microsoft Dynamics AX (Archived)

Set Customers "Inactivate"

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Posted on by Toshi K. 135

Hello Experts,

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.

Thank you!

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I have the same question (0)
  • Verified answer
    Kyle Wascher Profile Picture
    Kyle Wascher 185 on at

    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.

  • Toshi K. Profile Picture
    Toshi K. 135 on at

    Hi Kyle,

    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?

  • Verified answer
    Weaveriski Profile Picture
    Weaveriski 23,618 Moderator on at

    That would indeed be a customization.

  • Verified answer
    Sachin Ahuja Profile Picture
    Sachin Ahuja 360 on at

    Hello,

    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.

    Thanks,

    Sachin Ahuja

  • Toshi K. Profile Picture
    Toshi K. 135 on at

    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.

  • Weaveriski Profile Picture
    Weaveriski 23,618 Moderator on at

    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.

  • Community Member Profile Picture
    Community Member on at

    Hi Sachin, I am a brand new user of AX and attempted to use the Filter option to Create a query for "inactive customers"; however, I need "step by step" instructions on how to create the Query and save it so I can use Save Cues.

    I am afraid that I will mess up my customer base if I try without explicit directions...

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