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Vendors and Payees

Merge or Delete Vendors

CAUTION: This process alters data. We recommend backing up your data before proceeding.
You can merge vendors, delete vendors with no transactions, or make them one-time vendors. This is useful when you have inactive or duplicate vendors. If you merge a vendor, all references to the previous vendor are updated, and the original vendor is deleted.
CAUTION: Deleting a record removes it permanently from your database. To hide the record without removing it, make it inactive instead.
  1. On the File menu in your PDS program, click System Processes > Merge/Delete Vendors.
  2. For each vendor you want to change, select an action from the drop-down list.
    Note: You can only delete vendors with zero transactions. Click Vendor Details to view transaction history.
  3. Click Begin Process.
  4. When the process is complete, click OK.
Ledger_Payroll

Last updated: October 29, 2024