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Question

Deactivate Company/Branch- Affects on Financial Reports in ARM (Past Years)

  • March 13, 2025
  • 1 reply
  • 13 views
G
Jr Varsity III
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Good day, 

I have been deactivate one of Company/Branch in our tenant.  (We don’t have any customizations.)  I know I have uncheck the Warehouse first and the deactivate the company (which is set up with no branches).  

I am looking information on 1) how this will affect the Financial reports?  Open documents?  Open Payables? and AR Aging?, etc.  

The main goal is to strict users from entering new orders and transactions.  I know management and financial reporting is my concern.  I assume  the consolidated reports will not work now for the old branch?  Correct?  How about Velixo?

Any guidance would be greatly appreciated.

    1 reply

    nhatnghetinh
    Captain II
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    Hi ​@grillevan 

    I am responding to your inquiries as follows:

    1/. How this will affect the financial reports?
    → You can still view financial reports for the Company/Branch that has been deactivated.

    2/. Open documents? Open Payables?
    → You can still view open documents, but you cannot process them. For example, you will not be able to make payments for these open documents. Therefore, it is best to resolve all open documents before deactivating the Company/Branch.

    3/. AR Aging?, etc.
    → You can still view AR and AP reports.

    4/. Inventory reports:
    → You will not be able to select deactivated warehouses in inventory reports.

     

    Best Regards,

    NNT

     

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/truongpham80
    Chris Hackett
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    • Chris Hackett
      Chris Hackett

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