How to Mark Records Inactive in Sage 100 Contractor

Apr 1, 2018


A great new feature in Sage 100 Contractor is the ability for Company Administrators to mark records as “Inactive.”  This feature is helpful when records are no longer wanted, but can’t be deleted since they are referenced by other current records. In this article, we’ll show you how it works.

Where Inactive Records Apply

The inactive records features applies to the following:

1-7 General Ledger Accounts
General Ledger Subaccounts
3-5 Jobs
3-6 Receivable Clients
4-4 Vendors
5-2-1 Employees
8-3 Equipment
9-2 Parts
9-3 Assemblies
5-3-2 Workers’ Compensation
5-3-4 Paygroups
6-5 Cost Codes

 

How it Works

We’ll use an example to show you how it works by marking old Vendors as Inactive:

  1. From the 4-4 Vendors screen, use the Lookup Window / Dropdown
  2. Select Options > Edit Inactive setting
  3. The “Inactive” checkbox column appears as the left-most column
  4. Check-off any Inactive Vendors
  5. Close the lookup window

Sage 100 Contractor Inactive Vendors

Switching From Inactive Back to Active

Entries cannot be made to Inactive Records. However, you can change the Inactive status back to Active by following these steps:

  1. From the 4-4 Vendors screen, use the Lookup Window / Dropdown
  2. Select Options > Show Inactive Vendors or Edit Inactive setting
  3. The “Inactive” checkbox column appears as the left-most column
  4. Un-check / deselect any Inactive Vendors
  5. Close the lookup window

Article by
Ellen Sforza
Consultant, Accordant Company

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