FAQ: What does it mean to Inactivate a Supplier/Customer/Employee?

Setting a Supplier, Customer, or Employee record's status to Inactive in Zudello is a way to signify that you no longer actively do business with or process transactions for that entity, while still preserving their historical data.

Key Effects of Inactivating:

1. Hides from Dropdowns: Inactive records are hidden from standard dropdown lists when users are coding documents. This prevents users from accidentally selecting an inactive Supplier on a new invoice or an inactive Item on a PO line.
2. Prevents Automatic Matching: Zudello's Enrichment process typically ignores inactive records when attempting to automatically link documents (e.g., an invoice won't automatically match to an inactive Supplier even if the ABN matches).
3. Preserves History: Unlike deleting, inactivating preserves the record and all associated historical transactions and data within Zudello for reporting and audit purposes.
4. Can Be Reactivated: You can usually change the status back to Active if you need to resume using the record.

How to Inactivate:

1. Open the Record: Navigate to the Supplier, Customer, or Employee record in the Relationships module.
2. Edit Status: Click the status dropdown (usually showing Active) at the top left of the record viewer.
3. Select Inactive: Choose the Inactive status.
4. Save: Click Update.

When to Use:

• A supplier goes out of business or you no longer purchase from them.
• A customer is no longer active.
• An employee leaves the company.

Inactivating is generally preferred over deleting for Suppliers, Customers, and Employees to maintain a complete historical record of interactions and transactions. Use Delete only for records created entirely in error.

See also: Managing Supplier Records (similar process for Customers/Employees).

title: What does it mean to Inactivate a Supplier/Customer/Employee? description: Explanation of the effect of setting relationship records to Inactive status in Zudello. slug: /faq/relationships/inactivate-relationship sidebar_label: What does Inactivating a Supplier/Customer/Employee mean?

FAQ: What does it mean to Inactivate a Supplier/Customer/Employee?

Setting a Supplier, Customer, or Employee record's status to Inactive in Zudello is a way to signify that you no longer actively do business with or process transactions for that entity, while still preserving their historical data.

Key Effects of Inactivating:

1. Hides from Dropdowns: Inactive records are hidden from standard dropdown lists when users are coding documents. This prevents users from accidentally selecting an inactive Supplier on a new invoice or an inactive Item on a PO line.
2. Prevents Automatic Matching: Zudello's Enrichment process typically ignores inactive records when attempting to automatically link documents (e.g., an invoice won't automatically match to an inactive Supplier even if the ABN matches).
3. Preserves History: Unlike deleting, inactivating preserves the record and all associated historical transactions and data within Zudello for reporting and audit purposes.
4. Can Be Reactivated: You can usually change the status back to Active if you need to resume using the record.

How to Inactivate:

1. Open the Record: Navigate to the Supplier, Customer, or Employee record in the Relationships module.
2. Edit Status: Click the status dropdown (usually showing Active) at the top left of the record viewer.
3. Select Inactive: Choose the Inactive status.
4. Save: Click Update.

When to Use:

• A supplier goes out of business or you no longer purchase from them.
• A customer is no longer active.
• An employee leaves the company.

Inactivating is generally preferred over deleting for Suppliers, Customers, and Employees to maintain a complete historical record of interactions and transactions. Use Delete only for records created entirely in error.

See also: Managing Supplier Records (similar process for Customers/Employees).