We have a number of inactive and one time only customers. Is there a way to have these customers not included when printing statistics and/or even basic customer list.

Hi Sammy,

Not yet, but when Adagio Receivables 9.0A is available, there are a number of reports that you can restrict to print only those customers that are marked Active. The AR Customer List/Statistics is one of these reports with the feature, and also the Transaction reports such as Overdue Receivables and Aged Trial Balance.

Any ETA on AR 9.0? I want to figure out if I am better to wait for it or if I have to go one by one through our customer list to get the info I need on active accounts only.

Hi Sammy,

If you are not using (any one of) Report Group, or Territory, Salesperson or Short Name, then you could use SmartFinder to export a list of your active customers to Excel, and then set one of these fields to a range you could select in this report (perhaps ReportGroup = "ACTIVE" for example) and import it back into the database.

If you are just trying to sum on of the fields in the customer statistics, then just include it and the Active/Inactive flag on the SmartFinder grid and select only Active customers and export the list to Excel to do the math.

GridView would be able to select these customers easily too.

Do any of these interim solutions work for you?