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Inactive Customer on GP

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Dear All,

Please note that we are trying to inactivate some customers with zero balance we are getting the following error

- "You cannot inactivate a customer record with unposted or posted transactions."

Kindly advise how can we fix this issue.

We are using GP 10 SV5

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Richard Wheeler 75,848 Moderator on at

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RE: Inactive Customer on GP

You need to remove the historical transactions that belong to this customer. Tools->Utilities->Sales->Remove Transaction History. Make sure you insert the range for the client otherwise you will delete all sales transactions which would not be a good thing. Make sure you have a good backup before proceeding.

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L Vail 65,271 on at

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RE: Inactive Customer on GP

You will get this error if there are any transactions in the RM Open file (among others, but this is the one I see most often). Run the Paid Transaction Removal routine to make sure all transactions are closed and move into the history table.

In addition, the customer cannot be the parent of a national account. If the customer is the child of a National account, some additional rules apply.

Are any transactions in the Open table?

Kind regards,

Leslie

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Community Member on at

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RE: Inactive Customer on GP

Dear Leslie & Richard,

Thank you. It works after running the procedure.

Charles

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Deb Kremer 90 on at

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RE: Inactive Customer on GP

I am having the same issue, however, I do not have any transactions in the Open file, or unposted SOP transactions. I have never had to remove all historical transactions before when inactivating customers, so not sure why I only have 2 customers who cannot be inactivated. Are there any other files I need to check? I did an inquiry on the customer - only historical trx in there (no open or work) and under Sales Order Documents, no unposted transactions either. One of the customers was a child of a parent, so I removed that relationship, however, I still cannot inactivate that customer. The other two are not associated with any parent account. Does anyone know of any other files that need to be checked?

thanks.

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Deb Kremer 90 on at

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RE: Inactive Customer on GP

I found out today that the reason I could not inactivate these customers was because there were records in the RM KEy file for those customers that were identified as "open" - i.e. a DCSTATUS = 2. Those documents did not exist so I removed the records from the RM00401 table using SQL. You could also just recreate the RM Keys file.

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Richard Wheeler 75,848 Moderator on at

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RE: Inactive Customer on GP

I would be curious to see what would happen if you were to delete all the records in the RM00401 table and then run check links on the receivables open and history transacitons. Do those transactions return to the RM00401 table? Make sure you do a backup first.

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Deb Kremer 90 on at

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RE: Inactive Customer on GP

I did check first to make sure those documents didn't exist for that customer and I couldn't find them anywhere, so check links should not have made them re-appear - although I was looking at it thorugh the various GP Inquiry screens, versus using SQL queries against the tables.

We have a LOT of data, my problem is solved, so I really don't want ot run the check links.

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Brian Kirkwood 25 on at

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RE: Inactive Customer on GP

This is utterly RIDICULOUS. Inactivating a Customer/debtor is just saying, it is no longer relevant to our business. But historical transactions are important as they are part of what has happened in the past. If we were trying to delete - sure, the system should prevent that. But all we want to do is say it is a card that should not be used in the future.

I know there is Hold flag, but i see that as something else - eg where Debtor owes money but is not paying, so we don't want any new invoices generated.

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Deb Kremer 90 on at

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RE: Inactive Customer on GP

Brian - you don't have to delete the historical transactions, you just can't have anything in the open file. So in other words everything has to have been paid and you have to do the paid transaction removal to move things to history. If you still can't inactivate, see my note above. Our issue was a stray record in the RM KEYS FILE. Once I cleaned those out, all was good and I could inactivate the customer without deleting any transactions.

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Brian Kirkwood 25 on at

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RE: Inactive Customer on GP

THANKYOU, it worked. I read on this and other forums, and asked our Support Partner about it and they all seemed to indicate you had to have no transactions, open or history. But you were right, and my view of Dynamics GP2010 restored to previous levels.....

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