Customer status

Customer (SP) records have an active or inactive status. You can change a customer status in the Customers (SP) application.

Statuses

ACTIVE - Status given to a new customer. You can reference this customer on other active records.

INACTIVE - Customer cannot be used on active records. This status is often assigned when you want to retain the record for historical purposes or you intend to reactivate it later. Other records can reference customer records with this status.

Status Change Rules

You can change a status from ACTIVE to INACTIVE if:

• All associated customers are INACTIVE.

• There are no customer agreements for this customer that are in an APPR (approved) status.

• This customer is not a parent customer of an active customer.

You can change a status from INACTIVE to ACTIVE if:

• This record does not have a parent that is INACTIVE.