Finance User Manual ENG -> 2. Finance Configurations -> 2.8 Suppliers and Customers -> LUFI-20803 Inactivating a Partner
LUFI-20803 Inactivating a Partner
LU Introduction
Before inactivating a partner/supplier, you must confirm all documents (invoices, purchase orders, field orders, and vouchers of any kind) associated to this partner are closed. If not you will be prevented from disabling the partner and the following error message will appear:
How to Inactivate a Supplier
Go to: Accounting/Suppliers/Suppliers
1. The partners list appears. You can use the filter buttons or fields to narrow your search to a specific supplier or customer.
2. To display partners states with 3 buttons :
- SHOW ACTIVE : Display only active partners
- SHOW PHASE OUT : Display deactivated partner but still linked with open documents ,so no more creation of future documents with phased out partner
- SHOW INACTIVE : Display the inactive partner. All linked documents should be closed with the end process.
- When your partner is located, click on the pencil to edit the partner form,then partner form opens:
- box “Partner Status” with active under combo-box “Partner type“
- buttons “Deactivate partner” & ” Re-activate partner “under box “Partner Status“
- for active tick box always frozen whether ticked or unticked , the active tick box ticked in both status: Active & Phase out
- In Search: Track changes is possible to see the following:
- Field Description >> “Active” with 2 values True & False
- Field Description >>”Partner Status” with 2 values active , inactive & phase out as below:
