SA Administrator Inactive Customer Removal Report ranges and options

Ranges

See Reports - Ranges overview.

Options

Print Customers With No Activity Since

Specify a date to compare to the customer’s Last Sales Date. If the Last Sales Date is less than or equal to the date, the customer is included on the report. The record might be inactivated or deleted if all the conditions that are listed are satisfied.

Specify -1 to -7 in the day to go back up to 7 days. For example, specify **/-7/** to use the current date less 7 days for the date.

The customer's name, number, class, status, type, and notification of inactivation or deletion is included on the report. This balance information is also included:

  • Last Sales Date
  • Period 1-5
  • On Order
  • Service Charge
  • COD
  • Future
  • Unapplied Credits
  • Future Invoice
  • Down Payments
Inactivate the Non-Active Customers?

If the Last Sales Date is less than the date in the Print Customers With No Activity Since option, select Yes to inactivate non-active customers with an active status. The customer’s class is not changed. The inactive status does not affect activities such as payment aging, but you cannot enter an order for an inactive customer.

Print Class 13 Customers?

Select Yes to include all customers with a class 13 status. The class can be updated manually in Customer Setup or automatically by the SM Administrator Customer Ranking Report. Class 13 is assigned to inactive customers only.

Inactivate The Class 13 Customers?

Select Yes to inactivate active class 13 customers, regardless of any other criteria. The information that is listed under the Print Customers With No Activity Since option is included on the report.

To inactivate but not delete class 13 customers, run this report twice.

On the first run, select No for this option and Yes for the Delete All Inactive Customers? option. The customers that have been inactive since the last run are deleted.

On the second run, select Yes for this option and No for the Delete All Inactive Customers? option. The class 13 customers are inactivated but not deleted. You can delete them the next time you run the report.

Delete All Inactive Customers?
Select Yes to delete inactive customers. Before an inactive customer is deleted, these conditions must be met:
  • The customer's Last Sales Date must be less than or equal to the date in the Print Customers With No Activity Since option.
  • These customer balances on must be zero:
    • Periods 1 - 5
    • Service charge
    • Future
    • Future invoice
    • On order
    • COD
    • Miscellaneous credit
    • Down payment
  • The customer cannot have active transactions in Customer Transaction Entry.
  • The customer cannot have any active quotes.
Inact New Custs W/Out Activity For # Days

Use this option to exclude new customer records that may otherwise qualify for deletion since a Last Sales Date does not exist. The number of days for this option is subtracted from the date in the Print Customers With No Activity Since option. The date is then compared to the date the account was opened on the customer record.