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Error - 'This record is currently being used and cannot be flagged as Inactive' when trying to make a customer inactive

When this error appears, the system has identified that the account is still in use somewhere. Check the following to identify the cause:

  • Is the account being used as a head office account?

  • Are there any transactions in the Sales Ledger batch for this customer?

  • Are there any transactions in the Sales Order batch for this customer?

  • Are there any transactions in the Sales Order batch for another customer, but delivering to this one?

  • Are there any outstanding purchase orders with this customer as the delivery point?

  • Are there any active project codes with this customer set against them?

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