Just told I could not inactivate a vendor (or any other master record)?????!!!!! Every other system I've used allowed inactivations.

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I could always inactivate a vendor (not delete the vendor, especially if there is history attached), but inactivate a vendor, or GL account, or customer...

This prevents the vendor from appearing in drop down lists and even in the master list of vendors (which were always filtered by Active vs Inactive).

Is this truly the case in NAV??!!

There doesn't even appear to be a field available to filter on within NAV (maybe on some convoluted BLOCKED value).

What antiquarian wrote this, more importantly, what clueless designer hasn't looked around in the ERP universe of this century and hasn't brought NAV up to Model T speed?

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Alex A 2,913 on at

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On the Vendor card is a dropdown field called Blocked where you can prevent specific transactions from being processed. Standard NAV has two options to block a Vendor: Payment or All.

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Rabin 2,976 on at

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Hi Toivo,

I agree with Alex, In NAV we have Blocked Option Field which helps Block any particular Vendor/s and Customer/s. For the G/L Account and BANK Account we have Blocked Boolean but with the same purpose...

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Community Member on at

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Blocked is not the same as Inactivated.

If a vendor is added mistakenly, which duplicates an existing vendor, and transactions get posted against that vendor, that duplicate vendor will forevermore show up on the drop down lists throughout NAV which reference vendors.

But, we want reports to include history for the active as well as the inactive vendors so that they tie out to the ledger postings.

We could change the name to something inane like "do not use" but it would still show up in drop down lists to be ignored by one and all forever.

Even back in the '80's they had Inactivate as a flag field for vendors and customers and products.

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Alex A 2,913 on at

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Blocked may not prevent the Vendor from showing up in a Vendor list (haven't tested that - it may in newer versions tho) but it does prevent any user from performing any transactions with that Vendor if the user were to accidentally choose that Vendor from a list - so in that case it does accomplish same result.

It sounds like you're mostly interested in just preventing a Vendor from showing up in the Vendor lists at your discretion. You can add a Status field to the Vendor card if you want, and then you can filter on this field for a minor customization.

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Rabin 2,976 on at

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Hi Toivo,

If you want then you can simply Filter "Blocked = False" and you will see only unblocked Vendors...

Furthermore if you want it to happen automatically then you can code inside the page to take "blocked = false" implicitly.

I strongly believe that, We should be more focused on solving the problem rather than pointing out the differences :)

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Amol Salvi 18,698 on at

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On Vendor List you can put filter to show only active vendor and export it to excel and then put filter for inactive and export the report

Now if you want to display both the list then create separate pages and put filter on page itself to show active and inactive vendors

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Ashwini Tripathi 4,624 on at

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In Navision Transaction level blocking is available, as explained by other experts. For view purpose you can add a field and filter on that field with little customization just adding filter to your newly created field. On lookup or pages where ever required.

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Alexander Ermakov 28,096 on at

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As other members mentioned, NAV provides an option for "blocking" the vendor card. This would prevent any further postings to this vendor. That is, you will still be able to view this vendor in the list, but not be able to make postings. You can put filter <>Blocked to the Vendor list page to prevent blocked vendors from appearing; alternatively, you can modify vendor ID to make them appear in the lowest end of the list.

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Community Member on at

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I understand about filtered views and blocking, but you all don't understand the underlying point (having been involved solely with NAV apparently).

It is nice to be able to stop a vendor/customer/item/account/whatever from ever appearing ANYWHERE in ANY drop down list. It is NICE TO HAVE. Something Microsoft makes people pay extra for as per SOP. Just like I just found out that those handy dandy hourglasses cost money (pay the partner please) to program.?!.

Selecting a vendor and only then getting still another red x that needs to be answered if it's blocked before bringing up the drop down list again and finding another vendor (with no hints given in the dropdown as to whether that vendor is blocked...couldn't grey out or italicize the name?) is just purely aggravating and makes me curse the program still again (how many times today?).

Just how old is the design of NAV? Were they up past 286 processors at the time?

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Alex A 2,913 on at

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Hi Toivo, yes I think most of us understand the underlying point (and no this isn't our first rodeo either). When you're saying, "with no hints given in the dropdown as to whether that vendor is blocked...couldn't grey out or italicize the name?" it seems perhaps you did not understand the suggestion. If you make a customization to exclude blocked Vendors from the vendor dropdown lists, then that means a blocked vendor wouldn't even be a choice for the user because it wouldn't show in the list at all.

Either way, we understand if you're having frustration. The experts here are focused on finding workable solutions while Microsoft works to refine the product. If any of the above suggestions provide an interim solution for you (even if you're still unhappy about the problem) then mark the answer, and then go ahead and make your suggestion to Microsoft. If enough people care about the issue Microsoft will include it in future releases.

Good luck.

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