How to Delete Multiple Vendors

The Multiple Vendors module provides the capability to delete multiple vendors at the same time. Only vendors with no transactions may be deleted. Vendors with existing transactions can only be deactivated. Refer to How to Deactivate Multiple Vendors.

Use the following steps to delete multiple vendors:

1. Click on the Business tab, click Vendor, and select Multiple Vendors.

2. In the Select an Option drop-down menu and select Delete Multiple Vendors.

3. If applicable, in the Multiple Vendor Search, Search By section, select the Vendor Name (selected by default) or Vendor Number radio button.

4. If applicable, enter the vendor name or vendor number in the Starting At and/or Ending At, or click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

5. If applicable, click on the Type Code drop-down menu to select an option.

6. If applicable, in the Include Years field, add or remove a year.

The current fiscal year and the previous two years are available for selection.

7. If applicable, in the Refine Dollar Amount section, include information for any of the following fields: To Date Invoices, To Date Payments, To Date Orders and/or Outstanding Commitments.

8. If applicable, click on the Deactivated Only selection box.

9. Click on the Search button. All related results will display in the grid.

10. In the Delete Multiple Vendors Report screen, select as many or as few vendors from the results displayed in the grid, by clicking the corresponding check mark beside the account(s), or click the check mark at the top of the grid to select all vendors.

11. Click on the Review button or click on the Cancel button to return to the previous screen.

12. In the Delete Multiple Vendors Review screen, under the Vendors to be deleted section, review the vendors to be deleted.

13. Enter a note in the Note field.

14. Click on the Delete button, or click on the Cancel button to return to the previous screen.

15. In the Please Confirm Delete section, click on the OK button or click on the Cancel button to return to the previous screen.