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Basic Setup#

Inactive sellers/buyers#

The salespersons/buyers are used in the sales and purchasing documents and control, for example, the printing of contact data on the documents. If an employee leaves, the entry in the salesperson/buyer table can no longer be deleted, as documents in which this person was entered can then no longer be subsequently printed. This may result in a large list of salespersons/buyers.

In order to only work with active sellers/buyers in the current process and thus keep the corresponding selection lists in the system short, it is possible to make a seller or buyer inactive. This is done via a check mark in the salesperson/buyer list. If an employee is marked as "inactive", he/she will not be displayed via the lookup in the purchasing and sales documents. This opens the overview filtered to only active employees. The filter can be removed if needed.