1
Under customers when a record is made ‘inactive’ it stops any new sales orders or transactions being added.
When you make a supplier inactive, it does not have the same functionality. Is there anyway the same functionality can be added to suppliers, so that any new transactions cannot be added such as a new purchase order.
A few Validation rules & Chooser conditions in a deployment package is a semi-convincing way to make this work without having to add that functionality in code.
09/06/2022 at 2:10 amCan you add a Global Type Filter to the relevant Security Policies to filter out the inactive suppliers? This should stop users from seeing those suppliers when trying to add a purchase order.
15/08/2022 at 11:07 amHi Sonal,
If you have Nexus (or Agility) you should be able to create a Protect rule to achieve this.
If you don’t have these then your iQ proserve guru should be able to do this in about 2 mins.
In the meantime, you could create a selection message to remind the users that this supplier is no inactive.
Hope that helps
14/12/2022 at 11:51 amI second this. We’ve had to resort to typing “DO NOT USE” in to the the supplier name to try and avoid this
25/04/2023 at 1:26 pm