# How to make a customer inactive/active?

**URL:** <https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565>\
**Category:** Epicor ERP 10\
**Tags:** e10\
**Created:** [March 14, 2019, 2:04pm UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565 "2019-03-14T14:04:31Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![b.huang](https://www.epiusers.help/letter_avatar_proxy/v4/letter/b/a6a055/32.png) [@b.huang](https://www.epiusers.help/u/b.huang)\
**Post date:** [March 14, 2019, 2:04pm UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/1 "2019-03-14T14:04:31Z")

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Can we make a customer inactive or active? and can we make an address inactive or active?

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**Author:** ![Devin.Draeger](https://www.epiusers.help/user_avatar/www.epiusers.help/devin.draeger/32/63726_2.png) [@Devin.Draeger](https://www.epiusers.help/u/Devin.Draeger)\
**Post date:** [March 14, 2019, 2:17pm UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/2 "2019-03-14T14:17:38Z")

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You cant out of the box but I am creating a UD field Called Inactive and use that with BPM’s on quotes and orders to let users know that the customer is inactive.

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**Author:** ![danbedwards](https://www.epiusers.help/letter_avatar_proxy/v4/letter/d/9f8e36/32.png) [@danbedwards](https://www.epiusers.help/u/danbedwards)\
**Post date:** [March 14, 2019, 2:46pm UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/3 "2019-03-14T14:46:40Z")

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You can uncheck Valid SoldTo on the customer record. This might get what you want but has a loophole. This will block the customer in Order Entry but Quotes can still use the customer even with the SoldTo unchecked. A small BPM can block that to make it a more realistic active/inactive flag

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**Author:** ![Nancy](https://www.epiusers.help/letter_avatar_proxy/v4/letter/n/4af34b/32.png) [@Nancy](https://www.epiusers.help/u/Nancy)\
**Post date:** [March 14, 2019, 2:47pm UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/4 "2019-03-14T14:47:30Z")

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Hi Ben,

While we have never found an “inactive” single boolean, we have used the individual disallows per below.

Nancy

 ![image](https://epiusers.help/uploads/default/original/2X/b/b6115ccca939dcfe970d902c79ae16cfb9870131.png)

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<div class="post-metadata">

**Author:** ![b.huang](https://www.epiusers.help/letter_avatar_proxy/v4/letter/b/a6a055/32.png) [@b.huang](https://www.epiusers.help/u/b.huang)\
**Post date:** [March 14, 2019, 5:06pm UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/5 "2019-03-14T17:06:24Z")

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Thank you all.

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**Author:** ![Schneider](https://www.epiusers.help/letter_avatar_proxy/v4/letter/s/6bbea6/32.png) [@Schneider](https://www.epiusers.help/u/Schneider)\
**Post date:** [June 30, 2020, 2:46am UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/6 "2020-06-30T02:46:11Z")

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Are you able to attach a reason code to a customer that is inactive? Currently in the process of switching to Epicor and we are able to attache inactivation reason codes to customer/vendors that become inactive. i.e. Customer went out of business (Bankruptcy or Sold company), poor customer (no longer choose to do business), or stale customer.  
Thoughts?

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**Author:** ![PaulMorgan](https://www.epiusers.help/letter_avatar_proxy/v4/letter/p/e9c0ed/32.png) [@PaulMorgan](https://www.epiusers.help/u/PaulMorgan)\
**Post date:** [June 30, 2020, 5:09am UTC](https://www.epiusers.help/t/how-to-make-a-customer-inactive-active/53565/7 "2020-06-30T05:09:30Z")

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My suggestion would be to customise the main screen. Insert the customer rating field (Additional tab) to the front screen…pretty simple to do. Add a label text to describe what your using this field for, change the text for Rating to match etc. Its not a reason code but a text field you can then enter what you like.
