What is the Best Way to Make a Vendor Inactive So There is No Future Activity?

What Is the Best Way to Make an Account Inactive?

The recommended way to prevent future activity for a customer or vendor account is to mark the account as Blocked.

Procedure

1. Open the Account record.
2. Select the Blocked checkbox.
3. Save the record.

What Happens When an Account Is Blocked?

The impact depends on how the account is used.

If the Account Is Used as a Vendor

Once the account is blocked:

• Users cannot create new Purchase Orders.
• Users cannot create new Purchase Invoices.
• Users cannot process Warehouse Receipts for any existing Purchase Orders associated with the vendor.

Before blocking a vendor, ensure that any outstanding Purchase Orders have been completed, canceled, or otherwise resolved, as Warehouse Receipts cannot be processed once the vendor is blocked.

If the Account Is Used as a Customer

Once the account is blocked:

• Users cannot create new Sales Orders.
• Users cannot process Warehouse Shipments for existing Sales Orders associated with the customer.

Before blocking a customer, ensure that any open Sales Orders have been completed, canceled, or otherwise resolved, as Warehouse Shipments cannot be processed once the account is blocked.

Benefits of Blocking an Account

Blocking an account prevents future purchasing or sales activity while preserving all historical transactions for reporting, auditing, and reference purposes. It is the recommended approach for making an account inactive without deleting its history.