Mass Inactivate Vendors

The Mass Inactivate Vendors option allows users to inactivate a group of vendors at one time based on the last date the vendors were active. In addition, the system generates a report showing the vendors who have been inactivated. This report can be reviewed before the actual inactivation process.

Menu Path:  Fund Accounting > Periodic Routines > Periodic Processing > Mass Inactivate Vendors

To inactivate vendors, users will enter the last active date for vendors. Any vendor with a last active date prior or equal to that date will be inactivated. If any of the selected vendors have open requisitions and/or purchase orders, the vendor will not be inactivated. An error message will display with that vendor on the report.

Generating the Mass Inactive Vendor List Report Without Inactivating Vendors

1. Select Fund Accounting > Periodic Routines > Periodic Processing > Mass Inactivate Vendors to display the Mass Inactivate Vendor page.
2. In the Date Last Active field, enter the date for the last vendor activity.
   This is compared to Last Active fields in the Vendor List. Vendors with dates prior or equal to the date you enter will be selected for the report. For example, if you enter 12/31/2015, all vendors who have not had any activity since December 31, 2015 will be selected.
3. The Only Generate Report checkbox will be selected by default. With the checkbox selected, the report will generate but the vendors will not inactivate.
4. Click OK.
5. In the Print window, specify how to generate the report, and then click OK. The default file name of the report is massInactivate.rpt.
   The report will display vendors selected based on the Last Active date entered and any errors, such as the vendor still has open requisitions and/or purchase orders, that would prevent them from being inactivated.

Mass Inactivating Vendors

1. Select Fund Accounting > Periodic Routines > Periodic Processing > Mass Inactivate Vendors to display the Mass Inactivate Vendor page.
2. In the Date Last Active field, enter the date for the last vendor activity.
   The system compares your entry to Last Active fields in the Vendor List. Vendors with dates prior or equal to the date you enter will be selected for the report. For example, if you enter 12/31/2015, all vendors who have not had any activity since December 31, 2015 will be selected.
3. The Only Generate Report checkbox will be selected by default. Clear this field to inactivate the vendors, and then click OK.
4. In the Print window, specify how to generate the report, and then click OK. The default file name of the report is massInactivate.rpt.