Removing Inactive Ace Rewards Customers

Use the Removing Inactive Ace Rewards Customers (RIC) utility to remove "inactive" Ace Rewards customers from your system. Deleting a customer here follows the same rules as deleting a customer in Customer Maintenance – (there are no open documents on file and no departmental sales history). If you do not have the customer change log, the report will run with option F and option T at the same time. Also, in order to finalize the deletions, you need to set security bit 843 set to Y.

With report option I “Ace only:  Don’t check Ace Reward Status” (along with Option F) you can review or delete inactive customers even if their Ace Rewards Status is Active.

Eagle considers a customer inactive when the following are all true:

• 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).
• Last Sale Date must be 24 months or older at the time the report runs.
• The account must have no active job accounts.
• The account is not used as a "Bill To" for another customer account.

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.

To remove inactive customers:

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

2. Print and review a list of all inactive customers with their last purchase date and totals to make sure all applicable customers should be deleted.

3. Run the report with option F.

The inactive customers are now removed from your system.