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Microsoft Dynamics AX (Archived)

Inactive Customer Accounts

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Posted on by 202

We are looking to see how we make customers inactive on the system there is nothing obvious that we can see (No tick boxes or status'). By the way this is not to put a stop on the account, as we do not want to do that - it is required for certain customers who have had no activity and are not covered by the requirements of that country, but we wish to keep their account open. Is there anything in standard AX for this or would this require customisation?

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  • Mea_ Profile Picture
    60,286 on at

    Hi Dynamics-Consultant,

    Please refer to this thread community.dynamics.com/.../102318

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    I believe that you need to make an adjustment for that if you do not like to stop/block that account. Before doing that probably verify whether there is any other field that is not needed and can be used for that purpose.

    All the best,

    Ludwig

  • Suggested answer
    Vilmos Kintera Profile Picture
    46,149 on at

    You need to do customization for that. If you just want to indicate it somewhere that the customer is not active without functionality connected to that, you could just go to the Customer > Sell ribbon > Setup group > External codes. Under that you could create your own descriptions and values that you could name like "Active" and have a value of yes/no/0/1 or whatever is your preference.

  • Dynamics-Consultant Profile Picture
    202 on at

    Vilmos,

    After you create the external codes, where would these show up on the customer card?

  • Verified answer
    Vilmos Kintera Profile Picture
    46,149 on at

    I am unsure what you mean by customer card. It would show up wherever you've put it in: External codes in the setup. Or a developer could add it for you to whichever form/report you require it to be shown on.

  • Pranav Kumar Profile Picture
    on at

    Hi,

    Did you checked Customer master -> Credit and collections -> Invoice and delivery on hold? This will put a customer on hold for future transactions.

    Pranav

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