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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Mass Account Deactivation
Microsoft Dynamics GP (Archived)

Mass Account Deactivation

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Posted on by Community Member

Hi,

I want to mass deactivate thousands of accounts. I read a post on this Forum by Richard L. Whaley from 7/16/13 about using the Navigation List to do it, but when I created a Navigation List of the account numbers and whether the account is active or inactive, I get no results. Can someone help with how to build the Navigation List to mass deactivate accounts?

Thanks!

Denise

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  • Suggested answer
    MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    Denise,

    Is there a particular criterion that would allow you to identify the thousands of accounts you want to deactivate, i.e., a specific account segment or segments? You could use the Mass Modify option, under Financial > Cards to do so. The Navigation List option mentioned by Richard (R.I.P.) in his post depends on you having SmartList Builder from eOne Solutions.

  • Community Member Profile Picture
    Community Member on at

    Hi Mariano,

    Unfortunately, the accounts are all over, so using segments will not work... Thanks for the suggesstion, though!

  • MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    That's a problem. Unfortunately any of these tools, whether Navigation List Builder or Mass Modify, will require some level of consistency or a pattern to be able to accomplish the job. I have another suggestion: if there's anyway you can export a list of accounts to Excel, and cleanup the list to keep the ones you want to inactivate, you can certainly create a mail merged macro that you can play against the Account Maintenance window to deactivate the accounts.

  • Community Member Profile Picture
    Community Member on at

    Ok - that might work! I already have a list of accounts I want to inactivate in Excel. How difficult is creating a mail merged macro?

  • MG-16101311-0 Profile Picture
    MG-16101311-0 26,225 on at

    Denise,

    My buddy David Musgrave explains how to do this in his blog article - blogs.msdn.microsoft.com/.../how-to-use-word-mail-merge-and-macros-to-import-data

  • Community Member Profile Picture
    Community Member on at

    Thanks so much!!

  • Community Member Profile Picture
    Community Member on at

    Thanks again, Mariano! I used David's blog yesterday and got it to work! It was awesome!

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