We have 3800 debtor accounts so it needs some housekeeping but do not want to lose historical data by deleting so need the option to inactivate which would remove them from lookup menus (similar to Accounts Payable module)
Company | Naylor Love Construction |
Job Title / Role | Management Accountant |
I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Hi,
We don't currently have a function to deactivate a debtor but there is a
function to stop users raising an invoice against a debtor.
You would need to setup system parameter ARSTOP = 'Y' and mark the debtors
as "Credit Stopped" in debtor maintenance. When you raise an invoice,
system will display an error message.
We may be able to enhance this so that they are not available in scans.
Try this and let me know if it suits your needs.
We could also help by using SQL to flag a list of debtors as "Credit
Stopped" through the back end.
thanks
Andrew