About Deleting Inactive Records

You use the Delete Inactive Records screen to remove obsolete vendor, vendor group, remit‐to location, and recurring payable records from Accounts Payable.

You can remove records only if they currently have an inactive status and were set to inactive within the range of dates you specify.

If you do not want to use the same range of dates for deleting all types of records, you can delete each type of record separately.

Deleting Vendor Records

To identify inactive vendor records, print the Vendors report, selecting one or more of the Address, Profile, or Comment options. The report shows which vendor records are inactive (on the first line for each vendor), and when the status was changed.

When you delete vendor records, you also delete vendor statistics and comments.

Deleting Vendor Groups

You cannot delete a vendor group to which vendors are assigned. To determine whether any vendors are assigned to a group, print the Vendor Groups report, selecting the Group Members option.

Note: When you delete a vendor group, you also delete the vendor group statistics.

Deleting Remit-to Locations

Before you delete inactive remit-to locations, make sure there are no unposted transactions that use them. (You cannot edit and save a transaction with an inactive or deleted remit-to location; however, you can post such transactions without errors.)

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