How Do I Make A Company Inactive In Sage
Set up Sage 50 to generate email messages when alert conditions occur. From the Maintain menu choose Make Records Inactive.
Create a recurring to-do task.
How do i make a company inactive in sage. Select Yes to confirm that you want to delete all the folder contents. In Sage 100 go to the Customer Maintenance Image 1 or Vendor Maintenance module as applicable. If your Lite Depreciation for Sage 50 company contains more than 200 assets you will not be able to add assets to it after you bring it into Sage 50 Fixed Assets.
If the issue is still present close and then reopen Sage Accounts. The Set Multiple Records as Inactive window will open. Codes added to Inactive Reason Code.
When you then open any customer or supplier record the wrong record details appear. Back Up Your Lite Depreciation for Sage 50 Data Follow the steps below in Lite Depreciation for Sage 50. Active Inactive and Temporary.
If for example it is a customer double click on the record in question or click on the NewEdit icon on the top menu. To remove the company data press the Delete key. Thanks for any help.
Display a customer vendor or employee event log. Each company is identified using a three-character company code. So I really hope theres a way to easily make those clients inactiveread-only once reconciled.
But I cant see where you can do this in ACT and I know you can do this with other Sage products. Display events using the Actions Items Event Log. Under Customer StatusVendor Status select Inactive.
You need to make sure the account has zero balance not used in any transactions in current and last fiscal year year and it is not used as a linked account. Your company is removed. Select the company folder that matches the company short name.
However if you mark another record as inactive the. 20807 How to unlink a linked account. As a workaround refresh the list by selecting and clearing the Include inactive check box.
You can also use this task to activate modules and convert company data to the current level after performing an. But unable to find instructions on how to do the opposite. Generate email messages when alert conditions occur.
Although you can go in systems and licensing information to make an inactive company active it does not allow you to switch an active company back to in active. You do not need to select the open company with. If you are a company administrator you can designate records Inactive.
In Vendor Maintenance and Customer Maintenance on tab two there is now a drop-down menu with three status choices. Or click the System tab on the left side of the main Sage 50 window and then click the Make Records Inactive button in the Data Maintenance section. By selecting Inactive the Inactive Reason box will then open.
At the top of the window select Customer or Vendor. This is your company data. Use Company Maintenance to create companies set company-wide preferences and define settings for credit card processing e-mailing and faxing.
In the lower leftcorner check the In. Also you cannot put an account inactive in multi-user mode. When I go to mark the account as inactive or delete it the program wont let me.
Select Library Master Main menu Company Maintenance. Set up company alerts. Message 1 of 4 1322 Views Reply.
To make a record inactive. I want to bring them back to the account list they are supposed to have. The inactive records are then hidden and the correct details appear when opening a record.
How do you make a company inactive in the database so that you can filter it from reports. Company files designated as Archived Inactive will function the same as in the past with all the data viewable and with reports able to be run. Sage CRM for Sage 100 General Discussion How do you make a customer inactive in Customer Maintenance - SAGE 100.
Place a tick in the Inactive tick box this will flag your record as being inactive. Click Save to save your changes. One of the most important changes users will be able to do within Sage 50 is the ability to set company files as Active or Inactive the first time they open each company file.
Enter a task in the to-do list. Open the recordthat you would like to make inactivean account a vendor customeremployee inventory or service item or project. During tax season we get a lot of client backups we reconcile or make other adjustments so unable to open as inactiveread only this would leave us with possibly hundreds of Active companies.
Hello I have a customer who has created and used several accounts. This means we will be paying for clients we no longer have. Locate record and open it.
This is an important issue. As clients leave or close we will no longer being making updates but need to maintain the data in case of an audit. For example you can mark Inactive records that you no longer want to use but cannot delete because they are referenced by other current records.
To change Inactive settings your login ID must be assigned the Company Admin role in the 7-2-2 User List. Click on the Additional tab. Select FileCompany UtilitiesBackup Company from the menu bar.
If you want to check linked account you can follow the KB below. Make a Record Inactive or Active. If the system finds a reason a CustomerVendor cannot be changed to inactive you will receive a dialog box Image 2.
