How do I manage vendor records?

Manage vendor records.

To remove a vendor from Accounts Payable, run the Delete Vendors routine. To keep a vendor record but stop others from using the vendor to create transactions, add a termination date to the vendor record.

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How do I manage vendor records?

Deleting vendors

Remove a vendor from the Accounts Payable application. See the help topic titled How do I delete vendors?

Adding a termination date

1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors.

2. Use the Vendor box to enter a value. Press Enter.

You can enter the vendor name, vendor number, or a vendor's secondary name.

3. Click to select the Vendor tab.

4. Use the field titled Termination Date to enter the date when the vendor account status will change to inactive.

Termination Date field

5. Click Save (CTRL+S).

Connect will not use the vendor to create transactions after the termination date. The vendor record remains in the Vendor table.

202008, 2020Apr14