Hello everyone,
I’m are trying to understand how Acumatica handles different Customer Status values:
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Active
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One-Time
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Inactive
Our concern is that we cannot find any documentation explaining whether One-Time is just an informational flag or if it actually triggers different behavior in AR, Sales Orders, or any other module.
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Does One-Time behave differently from Active in any workflows?
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Is One-Time intended by Acumatica as a special-use status (e.g., guest/occasional customers), or is it simply an available label with no system logic attached?
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Are there recommended best practices for organizations that want to classify customers who are still valid but rarely used?
Thank y’all for any insight or guidance!
