Excluding inactive records from lookup searches

Ensure that the Active Only option is selected in the lookup window to exclude inactive records from these lookup searches:

  • Product
  • Customer
  • Ship To
  • Vendor
  • Ship From

A product is inactive if Inactive is selected in the Status field in Product Setup. Warehouse products and cross-reference products that are tied to an inactive product are also considered inactive.

The Active Only option in the Product lookup works in conjunction with facet search criteria, such as Record Type and Status.

By default, the Active Only option is selected in each lookup. You can clear the option to include inactive records in your search.