Disabling a user's Epicor account

Epicor ERP 10
1

When an employee leaves the company we inactivate there account(user account maintence), but we have received reports that this leaves there name in dropdowns which is non-ideal.

To add a new employee, we do the following. What should we be doing with the Employee, Person, and Production Team when an employee leaves? I don’t see an option to inactivate and deleting records makes me nervous…

1.) Setup as shop employee
Production Management > Job Management > Setup > Employee
2.) Setup a Person
Production Management > Job Management > Setup > Person
3.) Add to a Production Team
Production Management > Job Management > Setup > Production Team
4.) Setup a User account
System Setup → Security Maintenance → User Account Security Maintenance

2

I always add the prefix “zzz” to names/descriptions of inactive items.
This way they will (usually) automatically drop to the bottom of any combo/list.
Or at least offers a visual cue to users.

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3

Second this. We also add zzz to usernames when they leave.

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4

But could you not have some code in GetList to remove inactive items?
(I remember seeing this by Jose a long time ago…but could not find it again to apply to my environment…)

5

Yes but… I like to take the path of least resistance to begin with.

Also, I think I read recently that Epicor has finally started adding standard logic to handle some of the “inactive” cases to the latest versions?

6

Just had this same thought while setting up and updating some territories and reps. I’m not sure why this isn’t default functionality from Epicor. I can’t think of a reason I’d need to add a inactive user record somewhere.

IE: An authorized workforce user.

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7

This is what we do. I have standard code that I override a where clause with for inactive items. Epicor has started including inactive checkboxes for stuff but not sure where the functionality of them ends yet.

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