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. ...
Act as Microsoft Dynamics GP Consultant nearly 10 years now, based in Malaysia. Following an early career as statutory auditors and independent accountants to a range of growing businesses in the finance industry, later moved into the area of IT in business with the expansion of technology. Offering implementation, support and training Microsoft Dynamics GP to customers for more than 10 projects across ASEAN region. Now we are offering Dynamics 365 Business Central implementation too.