How to Deactivate Multiple Vendors

The Multiple Vendors module provides the capability to deactivate multiple vendors at the same time.

Use the following steps to deactivate 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 Deactivate 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 Deactivate 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 Deactivate Multiple Vendors Review screen, under the Vendors to be deactivated section, review the vendors to be deactivated.

13. Enter a note in the Note field.

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