Inactive customer record removal

The SA Administration Inactive Customer Removal Report removes all Customer records that are inactive due to lack of use or because a new set of data is available for the new year. Run this report at least annually.

The SA Administration Inactive Customer Removal Report initially removes all inactive history records associated with the inactive customer records. Customer inactivity can be determined by these factors:

  • No activity since a specified date.
  • The customer class is 13.
  • The record was previously inactivated but not removed.

If any of the history records are still active, or the customer class in Customer Setup is zero, the system stops processing stops, and does not delete the customer record . Processing continues with the next inactive customer record if you specified a range of customers. You can run the SM Administrator Customer Ranking Report to update the customer class, or you can perform the update manually. Run the SM Administrator Customer Ranking Report before you try to remove inactive customer records.

The system removes these records, and the associated notes and comments, for the customers within the parameters on the report:

  • Customer Setup
  • Customer Transaction Entry
  • Customer Lockbox Setup
  • Customer Ship To Setup
  • Customer Payment History Setup
  • SM Setup Customer Totals - Sales Manager Setup records are created in Distribution SX.e graphical interface (GUI) only.
  • SM Setup Extended Totals Product Category by Customer
  • SM Setup Extended Totals Warehouse/Product by Customer
  • SM Setup Extended Totals Hazardous
  • SA Exemption Table Setup
  • PD Pricing Setup – Customer Pricing
  • Change balances – Run the SA Balance Maintenance Report to view change balance records

A summary page is printed at the end of the report with the totals for these categories:

  • Total number of inactive customers
  • Total number of active customers
  • Total number of class 13 customers inactivated
  • Total number of non-class 13 customers inactivated
  • Total number of class 13 customers not inactivated
  • Total number of non-class 13 customers not inactivated
  • Total number of inactive customers deleted
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