| • | How do I remove a single vendor cycle? |
| • | How do I remove the master vendor and all vendor cycles? |
| • | How do I remove a master vendor that has no cycles? |
| • | What conditions prevent the removal of vendors? |
| • | If I can’t remove a vendor, how do I disable it? |
| • | How do I handle a merger of two or more vendors? |
How do I remove a single vendor cycle?
Using the Delete Vendor wizard, select the Remove Selected Cycles default property. This property will allow you to select a single vendor cycle to remove, or to select multiple vendor cycles to remove, if needed.
How do I remove the master vendor and all vendor cycles?
Using the Delete Vendor wizard, select the Remove Vendor and All Cycles remove default property. This property will allow you to remove a master vendor and all vendor cycles at once.
How do I remove a master vendor that has no cycles?
A master vendor record that has no vendor cycles associated with it might have been created using the Duplicate Vendor wizard. A master vendor record with no vendor cycle cannot be used for ordering. Using the Delete Vendor wizard, select the Remove Vendor and All Cycles remove default property. The master vendor record will be removed; there will be no vendor cycle selections to make.
What conditions prevent the removal of vendors?
If a vendor is associated with an order, an invoice, or a serial control record, it cannot be removed.
If I can’t remove a vendor, how do I disable it?
You only need to prevent the vendor from being used for order or payment. You should confirm that there are no unpaid orders for the vendor you are about to disable. If you do encounter an unpaid order when attached to the vendor you have disabled, you will not be able to edit the order. Since you can pay the order with Modify an Order, it is equivalent to trying to pay the invoice.
Using the Modify Vendor wizard to edit the vendor record, clear the Ordering Allowed and Payment Allowed check boxes on the Vendor Information tab.
To prevent a vendor from displaying for selection in the next fiscal cycle, do not include the vendor in the Rollover Vendor Cycles report.
How do I handle a merger of two or more vendors?
When two or more vendors or publishers from whom you currently order are merged, follow this process to correct your orders and vendors.
| 1 | Create a new vendor that represents the merged companies. Edit all of the unpaid orders for the first vendor, changing the vendor ID to the new, merged vendor ID. |
| 2 | Edit all of the open orders for the second vendor, changing the vendor ID to the new, merged vendor ID. Continue for any additional merged vendors. |
| 3 | Edit each of the old vendors to disable any new ordering or paying for those vendors. |
When you create a new order or pay an invoice, you should always use the new vendor.
If you do not modify the orders to use the new vendors first, you will experience the following message when trying to pay an order.
This command cannot continue because: invoice and order mismatch
If you do not edit the orders to reflect the new merged vendor ID before you disable paying and ordering, you will not be able to edit the order. Since you can pay the order with Modify an Order, it is equivalent to trying to pay the invoice.
If the old vendor is to be carried into the Vendor ID field when you try to create the order. WorkFlows will not let the order be created. The following message appears.
This command cannot continue because: ordering blocked for vendor
You will need to use Display Vendor (All Cycles) wizard to find the vendor record for the merged vendors, then try creating the order again.
As you pay existing invoices, if the old vendor is in the Vendor ID field, WorkFlows will not let the invoice be created. The following message appears.
This command cannot continue because: ordering blocked for vendor
You will need to modify the vendor ID to continue.
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