Open Forum

Expand all | Collapse all

Inactivate Vendors

  • 1.  Inactivate Vendors

    Posted 15 days ago
    Edited by Tammy Harper 15 days ago
    Hi. I'm hoping someone can help me. We are trying to clean up our Vendor listing by making Vendors we haven't used for a while inactive. The problem we are running into is we are receiving an error message that says, "This Vendor has been assigned a Purchase Order or an unapplied receipt. The status can't be changed to inactive." We are noticing this is happening on Vendors that have been in the system a long time. We have checked and there are not any open PO's for these Vendors, or unapplied receipts. Has anyone else run across this problem and if so, were you able to get the Vendor marked inactive?

    Thanks for any help anyone can give.

    ------------------------------
    Tammy Harper
    Charlotte County Airport
    PUNTA GORDA FL
    ------------------------------


  • 2.  RE: Inactivate Vendors

    GPUG ALL STAR
    Posted 15 days ago
    Hello Tammy.
    It appears that you have made the correct steps to verify that there are no open documents for these vendors.

    One thing that I would recommend, if it has not already been performed recently, is to have your system administration person run the Check Links function.

    They can go to Maintenance - Check Links - Purchasing and perform this. They would know to perform this preferably when there is no one logged in.

    I hope this helps.
    Steve

    ------------------------------
    Steve Burney
    Senior Systems Architect
    Nissan Trading Corporation, Americas
    Lebanon, TN United States

    Chairman, Nashville (TN) GPUG Chapter
    GPUG Ruby Award 2018
    GPUG All Star 2017
    Twitter @SteveBurney

    GP2016 R2
    MRCU14
    ------------------------------



  • 3.  RE: Inactivate Vendors

    TOP CONTRIBUTOR
    Posted 15 days ago
    ​Hi @Tammy Harper

    We have this issue because there are certain POs that are not put into History but we may never use the vendor again. Since we couldn't mark these vendors Inactive due to being active on a PO we created an "Inactive" vendor Class ID so we can use that as a sort. To prevent those vendors from being accidentally used, we change the Name, Short Name and Check Name to INACTIVE.

    ------------------------------
    Shari Bruno
    Accounting Operations Manager
    Bible League International
    Crete, IL
    ------------------------------



  • 4.  RE: Inactivate Vendors

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi Tammy


    Have you run the Remove Completed Purchase Orders routine?  Below is a screen shot of the window.  You could run it by Document Date and it will move the completed PO's to history.  I would try that to see if it helps with your vendor issue.

    GP-Remove PO

    ------------------------------
    Jennifer Wheeler
    Applications Solutions Administrator
    Dairy Farmers of America
    East Syracuse NY
    ------------------------------



  • 5.  RE: Inactivate Vendors

    Posted 14 days ago

    Jennifer,

     

    Thank you so much! That worked and now I'm getting our Vendor List cleaned up! This was something we didn't know anything about, so needless to say we will be running it periodically from now on. How often do you run it?

     

    Thanks again!!

     

    Tammy Harper |  Accounts Payable Tech

    75thAnniversary-CCAA-FullColor-Email_ddc1fe1b-05e5-41d1-a00f-86966e714a73.png
    Punta Gorda Airport (PGD)
    28000 A-1 Airport Road
    Punta Gorda, FL 33982
    Office: 941.639.1101 ext: 139
    Email:
    tharper@flypgd.com

    NOTICE: This communication may contain confidential and privileged information that is for the sole use of the intended recipient. Any viewing, copying or distribution of, or reliance on this message by unintended recipients is strictly prohibited. If you have received this message in error, please notify me immediately by phone, fax or e-mail.

     

    Tammy Harper |  Accounts Payable Tech


    Punta Gorda Airport (PGD)
    28000 A-1 Airport Road
    Punta Gorda, FL 33982
    Office: 941.639.1101 ext:
    Email: tharper@flypgd.com

    NOTICE: This communication may contain confidential and privileged information that is for the sole use of the intended recipient. Any viewing, copying or distribution of, or reliance on this message by unintended recipients is strictly prohibited. If you have received this message in error, please notify me immediately by phone, fax or e-mail.






  • 6.  RE: Inactivate Vendors

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi Tammy

    We run the Remove Completed Purchase Orders once a month.


    ------------------------------
    Jennifer Wheeler
    Applications Solutions Administrator
    Dairy Farmers of America
    East Syracuse NY
    ------------------------------