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What would be the recommended way to deactivate a supplier on Adaco to prevent any users from placing orders, but still being able to receive delivery notes and invoices in the system?

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6 comments

  • Mark Whitmore

    Hi @Sarah Henderson​  and @Hari Krishna​ ,

     

    You can mark a Vendor as Inactive by going to Property > Vendor > Select Vendor then untick the box marked 'Active ​Vendor'. Note: These will need to be done at CP if it is a CP Vendor.

     

    This means that any Orders already raised can be received, and invoices will still exist but the vendor can't be selected when raising new Purchase Orders.

     

    There is more information about creating and managing Vendors in the article here: https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-a-Vendor

     

    I hope that helps!

     

    Best

    Mark

    Fourth

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  • Hari Krishna Vasiraju

    Thank you Mark. I have tried this option already and this also deactivate the vendor at the property level.

     

    the other option is to delete the products mapped to the vendor. the down side of it is the quotes also get deleted.

    Another option is to change the Expiry date in the quotation. this is time consuming, if we have more than 50 quotes.

     

    Regards,

    Hari​

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  • Hari Krishna Vasiraju

    Thank you Mark. I have tried this option already and this also deactivate the vendor at the property level.

     

    the other option is to delete the products mapped to the vendor. the down side of it is the quotes also get deleted.

    Another option is to change the Expiry date in the quotation. this is time consuming, if we have more than 50 quotes.

     

    Regards,

    Hari​

    0
  • Mark Whitmore

    Hi @Sarah Henderson​  and @Hari Krishna​ ,

     

    You can mark a Vendor as Inactive by going to Property > Vendor > Select Vendor then untick the box marked 'Active ​Vendor'. Note: These will need to be done at CP if it is a CP Vendor.

     

    This means that any Orders already raised can be received, and invoices will still exist but the vendor can't be selected when raising new Purchase Orders.

     

    There is more information about creating and managing Vendors in the article here: https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-a-Vendor

     

    I hope that helps!

     

    Best

    Mark

    Fourth

    0
  • Mark Whitmore

    Hi @Hari Krishna​ ,

     

    My apologies I didn't realise you were trying to disable for just specific properties?

    If this is the case you could turn off the data sync for Vendor Property > Administration > Property Preferences > Data Synchronization > Is Active so that it doesn't sync to the ones you want to remain Active?

     

    Thanks

    Mark

    Fourth

    0
  • Mark Whitmore

    Hi @Hari Krishna​ ,

     

    My apologies I didn't realise you were trying to disable for just specific properties?

    If this is the case you could turn off the data sync for Vendor Property > Administration > Property Preferences > Data Synchronization > Is Active so that it doesn't sync to the ones you want to remain Active?

     

    Thanks

    Mark

    Fourth

    0

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