Delete a supplier account

As supplier accounts become redundant it is possible to remove them from the Purchase Ledger.

You can only delete a supplier account when there are:

  • No transactions on the account.
  • No transactions in the archive file.
  • No outstanding purchase orders.
  • No outstanding projects related to the supplier in the Project Accounting module.
  • The account is removed from the Purchase Ledger.
  • The account code is available for reuse.

You must:

  • Delete all current transactions on the account.
  • Delete all archived transactions on the account.
  • Post and delete all pending transactions for this supplier.
  • Process all outstanding orders for the supplier in the Purchase Order Processing module.

To delete a supplier account

Open: Purchase Ledger > Purchase Accounts > Amend Account Details.

  1. Select the supplier account you want to delete.

  2. Click Delete.

You cannot select Delete on the customer account if there are still transactions posted to the account, but you can hide the account instead.

Hide an account

Hiding an account will remove the account from supplier list, so it can't be selected by accident.

Open: Sales Ledger > Sales Accounts > Amend Account Status

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

See Change supplier account status.

See also

Reference

Change supplier account status

Delete sales and purchase transactions

Delete archived transactions