Removing Vendors

[CourteneyWest]

Can we remove vendors after they have been uploaded from ERP? 

Thanks! 

[KevinD]

@CourteneyWest from what I can see, Vendors can only be Inactivated once they have uploaded into SAP Concur. I've posted this question internally. If I hear anything different, I'll let you know.

[sarledge]

Did you ever hear if you could delete a vendor or does it just have to be inactivated?

[KevinD]

@sarledge and @CourteneyWest here is how to delete a vendor. You have to use the Import file to delete, there is not a delete option within the Vendor Manager screen. Only the Deactivate option is within the tool itself.

To delete a Vendor:

1. Go to Tab Invoice > Manage Vendors 
2. Click Import Vendors
3. Click Download Template
4. Enter the necessary details
5. On the column Delete vendor enter the value Y
6. Save the file
7. On the Import Vendors, click Browse
8. Select the saved file
9. Click Import

[YD]

From the application perspective, what is the difference between inactivating and deleting?

[KevinD]

@YD Inactivating a vendor just makes it so the vendor can no longer be associated to an Invoice. The vendor is still visible to you. Deleting removes the vendor from your site, however it is saved to the database and can be retrieved by using the Vendor import file.