Remember the supplier who provides catering for the yearend function? And what about the supplier from whom you order giveaways for the annual conference? When having business partners whose activity is limited to certain periods of the year, setting them as “inactive” for the rest of the time is pretty self-evident. It leaves your list of business partners clean and up-to-date when creating marketing documents and generating reports.
But, what if you want the reports to include their activities? Or create for them draft documents? For such use cases, SAP Business One enables you to select the relevant options and give inactive business partners presence in reports and documents:
When selected, inactive business partners and their related transactions or documents can be visible in reports, and when creating a new document selecting an inactive business partner is made available either from the “List of Business Partners” window or manually. Note that you cannot add documents for inactive business partners, only drafts can be added.
Available in SAP Business One 9.3, version for SAP HANA and SAP Business One 9.3.
Source: Ari Schapira | SAP Business One – The Tip of the Week