Step by Step
1. Open the Vendors List and highlight the Vendor that you wish to discontinue.
2. Select the Discontinue button which is located in the ribbon under Actions > General.
2.1. Alternatively, the steps above can be replicated on the Vendor Card for a specific record. Open the Vendor Card and select the Discontinue button which is located in the ribbon under Actions > Functions.
Conditions of Discontinuing a Vendor
Some checks are performed before a Vendor can be flagged as discontinued.
A Vendor may be flagged as discontinued if:
- their balance is zero
- they have no unposted purchase documents associated with them (Purchase Quotes, Orders, Invoices etc)
For example, the Vendor below is unable to be discontinued as they currently have an Outstanding Balance which is not equal to zero.