Inactive Customers

[dmmory (Daniel Mory)]

I noticed there is now an Inactive setting in the Kinetic UI Customer Maintenance screen.

Is there any information on what this setting actually does? I can’t find anything in the field help or the application help.

[chaddb (Chadd Blanchard)]

It’s new in one of the Kinetic versions. @timshuwy has talked about it a few times on here.

New Inactive Customer button info

I just thought I’d pass along some of my “experiences” with the new functionality relative to the Customer Inactive flag. At long last we’ve now got the capability to set a customer as Inactive (yee haw!!!) as of Epicor 2021.2.11 (our currently installed release). However, it appears they didn’t modify the classic Customer UI to expose that new checkbox - you can only see it on the Kinetic version. BUT when using the classic version of the Customer UI a search will not provide visibility to i…

[timshuwy (Tim Shoemaker)]

This was a feature added to allow you to mark a customer inactive. This then makes it so that the customer no longer shows on search screens. I believe if you already have an invoice for the inactive customer, it allow payments to be received… just no new transactions.

[chaddb (Chadd Blanchard)]

@timshuwy

This was a feature added

A highly requested one

[timshuwy (Tim Shoemaker)]

@chaddb

A highly requested one

Yes, this was idea Log In - Epicor Identity and was completed in Oct 2021 (a long time ago).
There is another new idea to make the marking of customers automatic. see Log In - Epicor Identity which was entered just yesterday. I also merged in a similar idea that was older.