Acquisitions > Delete Vendor Wizard

Delete Vendor Wizard

The Delete Vendor wizard guides you through the process of deleting a master vendor record and its vendor cycles or a specific cycle record from a vendor.

To delete a vendor

In the Vendor Search, identify the vendor you want to remove.

All vendors that match your search, regardless of fiscal cycle, will appear in a table. Your selected search options appear just above this table.

Select a vendor and click Remove Vendor/Cycles.

The following tabs appear. Review the information on these tabs to determine that this is the vendor and/or vendor cycles you want to remove.

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Vendor Information Tab

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Extended Information Tab: Vendors

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Vendor Cycle Information Tab

On the Vendor Cycle Information tab, all vendor cycles for this vendor appear in a table. To delete specific vendor cycles, click the Remove Selected Cycles option and select the check boxes only for those vendor cycles you wish to delete. To remove all vendor cycles, click the Remove Vendor and All Cycles option; no check boxes appear.

Click Remove Vendor/Cycles. A confirmation dialog box appears, prompting you to confirm the removal of this vendor and/or vendor cycle(s).

Click Yes to confirm, then click OK. A dialog box displays the number of cycles removed when deleting selected cycles, or states that the vendor and all cycles have been removed.

Vendors and/or vendor cycles cannot be removed if there are linked orders or invoices. Check boxes will not appear next to vendor cycles that have orders or invoices attached. You must remove all orders and invoices before removing the vendor or vendor cycle.

After removing a vendor or vendor cycles, you can click one of the following options.

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Remove Vendor/Cycles to delete other vendor cycles for this vendor

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Remove Another Vendor to delete a different vendor and/or vendor cycles

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Return to Vendor List to return to the list of vendors

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Close to exit the Delete Vendor wizard