Make fund inactive
- Knowledge Assistant
Owned by Knowledge Assistant
Description of Issue
How to make a fund inactive but still be able to pull it in reports
Context
Account Master
Account Mass Change/Reset
Cause
Resolution
There is no option to update Fund status to inactive.
Accounts can be made inactive in Account Master with the Global Update option or account status can be changed in Account Mass Change/Reset.
Selecting inactive for status when defining search criteria for reports will allow reporting on inactive accounts.
Additional Information