How to Assign a Customer an Inactive Status in Sage 300
Summary
How to set a customer to be inactive
Cause
- In Accounts Receivable, click A/R Customers, then Customers.
The A/R Customers screen will appear.
- Select the Customer Number you want to set to inactive.
- In the Address tab, select the Inactive option.
- Click Save.
Note: You can select Inactive status only if the account balance is zero and there are no unposted or outstanding transactions. You can set a customer record inactive if there are active recurring charges for the customer, however. You can make the account active again at any time.