To delete a vendor out of the vendor database

Revised 02-18-11

 

 

In order to delete a vendor out of the vendor database, there must be no balances and the following fields must be flagged appropriately in the vendor

 

  1. In the vendor master maintenance: “Temp/Purge” = 2. To be purged.
  2. 1099 Eligible = N

 

Also, ensure the following:

 

 

  1. Current Balance = 0
  2. Payments YTD = 0
  3. No Open Purchase Orders still exist for vendor
  4. Ensure that vendor has no subcontractor file ( ie vendor was originally setup as a subcontractor, might have to delete thru file editor)

Note: program has been changed for Release 8.0 to delete subcontractor files if vendor is set to supplier and purging vendor.

 

Then run the AP Purge:

In Accounts Payable: A/P Period Ending – A/P Vendor Purge

 

 

Note: You only want to purge vendors with no totals, since you will lose history as well. If the vendor has totals, but you will no longer use the vendor, you can flag the vendor in lieu of purging the vendor.

You can flag vendor’s you no longer use in a unique way using a user defined field, ex: “Category”. You may then exclude this field from all of your reports so these vendor’s never print, but leaving the master available for history purposes.