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Hi All,

Is there any way, we could ‘force’ deactivate a customer and it’s associated sites, while there are ‘open’ service orders against those sites?

We have a scenario, where we have thousands of service orders sitting in the Audit queue for a customer/sites that we soon want to deactivate.
We can’t push them through to history/invoice because they’ve already been manually invoiced, and so we wouldn’t want them being priced and invoiced again.
We could just cancel the orders I guess, but there are 242,000 of them, and to prevent killing the system, we’d have to do this in chunks, and this could take months.

Any suggestions?

Cheers
Mark.
 

Hi Mark,

 

It should be possible to make customers inactive by turning the ‘Active’ flag off, even if there are open orders, which can prevent you from creating any new orders for the customer.  However, you can’t delete customer records if there are open orders. 

To cancel orders in bulk, you can use the standard import template. ’Service Order(Cancel)’ (service_order_maint-cancel).

Please let us know if you still have problems deactivating the customers.

 

Regards,

Susie

 

Thanks Susie.

I had it in my head that we wouldn’t be able to deactivate a customer and it’s sites if there were open orders, but you’re quite right . . . you can.
Just tried it with a smaller customer in UAT, and all good.

Thank you for that.

cheers
Mark.

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