Tip of the Month for: January 2020
Inactive Customer Audit and Conversion
An Inactive Audit and Conversion program has been added to allow pinpointing inactive customer accounts.
This program is found under Accounts Receivable > File Maintenance > Customer Related Conversions. Based on various criteria, the program will generate a list of "inactive" customers. The programs lets the user choose customers based on: no account balance, no open orders, no open quotes, last payment older than xxxx days, and last order older than xxxx days.
The selected customers are printed on an audit and then optionally can be set to Inactive account status.
The audit can be used without converting customers to Inactive and if set to Inactive, they can always be reinstated later through Customer Maintenance. Inactive customers can still apply payments but may not have new orders in Order Entry. They can optionally be excluded from various reports as well, but will be included on Aging Reports as long as they have a balance.