Some companies work with a limited group of debtors and creditors, and only want to see that group in a company/fiscal year. You can configure how to handle creditors and debtors that are added to an open company/fiscal year:
Selected: These debtors and creditors are displayed for all users on forms such as the Debtors and Creditors forms. You can only use creditors or debtors in your company/fiscal year that have a 'Selected' status. In principle, the status cannot be changed. (A workaround is described below.)
Non-Selected: New debtors and creditors with a 'Non-Selected' status are initially not displayed for all users. Users with appropriate rights can retrieve a list of debtors and creditors with a status of 'Non-Selected', or change the status (multiselect) into 'Selected' to make sure they are displayed. You could, for example, use the status for a particular holding or a real estate company. Creditors and debtors with a status of 'Non-Selected' cannot be used in your company/fiscal year.
To Be Determined: This setting is used if the display behavior of a debtor or creditor will not be determined until later. Users with appropriate rights can retrieve a list of debtors and creditors with a status of 'To Be Determined', or change the status (multiselect) into 'Selected' or 'Non-Selected'. You could, for example, use the status for a particular holding or a real estate company. Creditors and debtors with a status of 'To Be Determined' cannot be used in your company/fiscal year.
In Isah, mark the creditor or debtor as obsolete. This creditor or debtor will not be included in a new company/fiscal year.
In Isah, clear the 'Obsolete' check box again.
The creditor or debtor will become available in the company/fiscal year with the default setting you entered for new creditors and debtors: 'Non-Selected' or 'To Be Determined'.
Changing the Selected status