PSA L&P - Vendors: How to inactivate many vendors in bulk

How to inactivate many vendors in bulk

If you have a number of vendors with whom you no longer do business, you can make them all inactive at once. The Inactivate Vendors process lets you flag all vendors that have not been used in a transaction since a given date as inactive.

This process does not remove inactive vendors from your database. It simply removes them from your active vendor lists and filters. The inactivation process de-clutters those lists, which can greatly improve your ability to search for and select vendors.

To inactivate a group of vendor records:

  1. Click Other Processes → Process. Then, select the Inactivate Vendors link.
  2. Click inside the Date Last Used field and select a date from the calendar. The software generates an Inactive Vendor List report. This report shows the names of vendors who have had no transactions since the date you specified.
  3. Review the list. Then, do one of the following: If you determine that a few vendors in the list should not be inactivated, proceed with the inactivation of all the listed vendors. You can then re-activate the few individually. See How to reactivate a vendor for instructions. If the list is acceptable, click Submit. The system inactivates all vendors in the list. These vendors no longer appear in vendor selection lists and filters.

    If the list is not acceptable, repeat, changing the date parameters until you have an acceptable list.


Related Articles

How to find an inactive vendor

How to inactivate a vendor individually 

How to reactivate a vendor


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