Delete a supplier account

Find this screen

Open: Purchase Ledger > Purchase Accounts > Amend Supplier

How to

Delete a supplier account

Open: Purchase Ledger > Purchase Accounts > Amend Supplier

  1. Select the supplier account you want to delete.

  2. Select Delete.

If you have posted transactions to the account, the Delete button will not be available. See About deleting an account.

If you can't delete the account, you can hide the account instead.

Hide an account

Open: Purchase Ledger > Purchase Accounts > Supplier Status.

Hiding an account removes the account from the supplier list and prevents the account being selected in error.

  • To hide an account, select the account and set the Active Status to Hidden.

See Change supplier status (hide or put on hold).

Useful info

About deleting an account

If you've entered an account in error, you can delete it as long as transactions have not been posted to the account.

If you have posted transactions to the account, the Delete button will not be available.

You can only delete a supplier account when you have:

  • Archived and deleted all transactions from the supplier account.
  • Archived and purged all purchase orders for the supplier.

Before you begin

You must:

  • Delete the current transactions.
  • Delete the archived transactions.
  • Post and delete all pending transactions.
  • Post all transactions to the Nominal Ledger.
  • Process, archive and delete archived purchase orders.
See also

Reference

Change supplier status (hide or put on hold)