Report Inactive Customers (RIC)

System Auditing and Reporting (SART) users only (Option 802 “Customer Maintenance Changes Viewer on system” must be set to yes)

Use the Report Inactive Customer report (RIC) to review and delete inactive customers from your system. Deleting a customer here follows the same rules as deleting a customer in Customer Maintenance – they can’t have any open documents on file and no departmental sales history.

In order to finalize the deletions, you need to set security bit 843 set to Y.

Note - Before you delete customers, you might want to take a few minutes to scroll through the list of inactive customers in the customer viewer to make sure you are not deleting an account in error. If you have departmental sales history assigned to any of these customers, you’ll need to remove it from any of the records.

Criteria the System Uses for Inactivity

If option 1182 "Loyalty Program" is set to A, B, D, G, L, N, or T, an account is deemed ‘inactive’ and therefore will be deleted when running the RIC report with option F if it meets all of the following criteria:

• Last Sale Date must be 24 months or older at the time the report runs. Leaving Last Sale on the From/To page of RIC blank means 24 months or older. Or, you can enter a specific date which must be at least 24 months ago or older.  

• Account Opened date must be 24 months or older from the time the report ran – this helps avoid deleting new accounts

• The account must have no Open Items in Open Item Maintenance (MOI) or Received On Account (ROA) - the account must be completely purged of any and all invoices and payments.

• The account must have no active job accounts

• The account must have no departmental sales history (in Customer Maintenance, tab 3)

• The account is not used as a "Bill To" for another customer account

If option 1182 "Loyalty Program" is set to Y, an account is deemed "inactive" and therefore will be deleted when running the RIC report with option F if it meets all of the following criteria:  

• The customer’s Ace Rewards Status must be Inactive.  

• The account must have no Open Items in Open Item Maintenance (MOI) or Received on Account (ROA) - the account must be completely purged of any and all invoices and payments.

• The account must have no departmental sales history (in Customer Maintenance, tab 3)

Running the Inactive Customer Report (RIC)

1. From the Eagle Browser, type RIC, and press Enter.

2. From the Print Setup page, review the default entries in the fields, and make changes if needed.

3. Click Options, and take one of the following actions:

4. To print a detailed listing of all inactive customers, leave both boxes blank.

5. To print the total number of inactive customers, and the total amount of their purchases, click T - Totals Only.

6. To remove the inactive customers from the system, click F - Finalize deletions of Inactive Ace Rewards customers.

4. Click Run to process the report.