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

You may come across when "Inactivate" the customer the you no longer want to  have business relationship with in Customer Maintenance, but a message pop out tell you that "You cannot inactivate a customer record with unposted or posted transactions”. 

You can only "Inactivate" customer if there is no outstanding invoices. Knowing that all invoices has been settled, then you should remove paid sales transactions for the customer, using "Paid Sales Transaction Removal". This feature will change the document's Origin from "OPEN" to "HISTORY". Take note that invoice that have been fully settled will still showing as "OPEN", unless you have performed "Paid Sales Transaction Removal". For more info on the AR Document status, you may refer to this link to know more about AR Document status.




Paid Sales Transaction Removal
Path: MSDGP > Tools > Routines > Sales > Paid Sales Transaction Removal

     1.   Enter the Customer ID.
     2.   Make sure all the options to remove has been marked, especially "Paid Transactions".
     3.   Allow system to "Print Register" so that you will have a report to show which documents had been transferred to History table.
     4.   Before running the "Paid Transaction Removal", please make sure you are maintaining history on the customer by looking at the Customer Maintenance Options window. You can check in Cards > Sales > Customer > Options.
     5.   Select "Process" to start the changing.

     6.   A summary report what is being changed after the process is complete.
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Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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