{"id":9892,"date":"2024-01-24T12:39:44","date_gmt":"2024-01-24T12:39:44","guid":{"rendered":"https:\/\/jaldi.store\/?p=9892"},"modified":"2026-08-06T10:36:34","modified_gmt":"2026-08-06T10:36:34","slug":"how-to-make-a-customer-active-or-inactive-in-adempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-make-a-customer-active-or-inactive-in-adempiere\/","title":{"rendered":"How to make a Customer Active or Inactive in ADempiere?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"> User can able to active or inactive the customer based on the needs in the customer screen. In Advanced user can able to identify active or Inactive in customer search itself.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>User Access<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Who Can Access<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Admin<\/li>\n\n\n\n<li>Cashier<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What User Can Do<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Active\/in active the customer<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Pre-Requisite Activities<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer master should be properly created<\/li>\n\n\n\n<li>Only <strong>authorized users<\/strong> should be allowed to change status<\/li>\n\n\n\n<li>Make sure all <strong>pending transactions<\/strong> are closed before inactivation<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rule<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inactive customers <strong>cannot be used<\/strong> in new transactions<\/li>\n\n\n\n<li>System should show a <strong>warning or block<\/strong> if user tries to use an inactive customer<\/li>\n\n\n\n<li>Reports should allow filtering by <strong>Active or Inactive<\/strong><\/li>\n\n\n\n<li>If customer is inactive, <strong>auto-scheduler, reminders, or SMS<\/strong> must also stop<\/li>\n\n\n\n<li>Inactive customers are still available for <strong>historical reports and audits<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>User Interface<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 1:<\/strong> Select &#8216;<strong>Customer&#8217; <\/strong> in <strong>Menu-&gt; Business Partner Rules -&gt; Customer<\/strong> or Search Customer in Lookup.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"624\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer.png\" alt=\"TenthPlanet ADempiere Master Customer 1\" class=\"wp-image-23325\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-300x183.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-768x468.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 2: <\/strong> Enable the Active Checkbox.  Active customer textbox will be editable in the customer screen and able to buy the product. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"589\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-1.png\" alt=\"TenthPlanet ADempiere Master Customer 2\" class=\"wp-image-23327\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-1.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-1-300x173.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-1-768x442.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 3:<\/strong> Disable the Active Checkbox. De-active customer text box will be non editable in the customer screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"586\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-2.png\" alt=\"TenthPlanet ADempiere Master Customer 3\" class=\"wp-image-23328\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-2.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-2-300x172.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2024\/01\/TenthPlanet-ADempiere-Master-Customer-2-768x440.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>User can able to active or inactive the customer based on the needs in the customer screen. In Advanced user [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,84,31],"tags":[],"class_list":["post-9892","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-master","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/9892","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=9892"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/9892\/revisions"}],"predecessor-version":[{"id":23330,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/9892\/revisions\/23330"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=9892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=9892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=9892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}