Editing a Vendor

1.Enter the vendor number of the company to edit in the Vendor Number field and press the Tab key. If the vendor number is not known, click the Vendor Search button to open the Vendor Search screen.

 

•See the Search Feature chapter to learn about all the new features used for searching quickly and easily.

 

 

2.The current data for the vendor will now be loaded into the Vendor File Maintenance window. Changes to the desired fields for the vendor may now be made.

 

3.After the editing of the data fields is complete, click the Apply button to save the changes.

 

Deleting a Vendor

NECS strongly recommends that vendors are not deleted from the vendor file, as it will affect the purchase history for the vendor.

 

If you must delete a vendor from the vendor file use the following procedure:

 

1.Enter the vendor number of the company to delete in the Vendor Number field and press the Tab key. If the vendor number is not known, click  to open the Vendor Search screen.

 

2.Verify the correct vendor to be deleted is loaded into the vendor file maintenance window.

 

3.Click the Delete button.

 

4.When prompted for confirmation to delete the vendor, Click the Yes button to confirm the deletion. Click No button to abort.

 

Some vendors may not be deleted if there is open activity such as unpaid invoices or open POs. If there is open activity entrée will warn the user with the following message.

 

"There is data for this vendor in the Accounts Receivable File Unable to delete this vendor"

 

Under these circumstances the vendor will have to be deleted after the invoices have been paid or the PO has been closed and received.