how do you delete vendors with transactions?

Reason: when we first starting using Adagio we had no way to distinguish between US & CDN vendors. However, shortly after that time, we now use first four letters of vendor name and 01-50 CDN vendor and 51-99 for US vendor.

now, i'd like to delete the old vendors with wrong vendor codes. how do i do that when the system says,

"... not permitted, transactions on file"

Thanks, Gil

You can not delete a vendor with current or historical transactions.

When the current balance on the transactions is zero, Period end will clear them.

If the Payables Company Profile is set to Keep transaction history for more than 0 days, they will be cleared to History. Period end is also the function that clears old transactions from History.

few things:

1) i currently do not do any period end closes as i want to keep all information at my finger tips. however, why do you recommend doing a period end close? are their problems i could encounter?

2) do i have to do a period end close for all modules (GL, AP,AR, OE, etc.)? Usually, i just "close" the period in the GL so no one can post to that period.

thanks.

The reason for running the period end function is multi-fold.

Assuming your ledger company profile specifies Clear Transaction Detail by - Period End, use of the function clears paid transactions out of the current transaction files and if historical transactions are being kept for more than zero days (see option in the company profile), moves same to the history file. It can also clear old history out of the history file as well as fully paid retainage details.

Running period end keeps the current transactions file as small as possible which in turn speeds up access to the file.

Another main purpose of the function is to update the Period To Date Statistics. If you have never run period end your PTD statistics are meaningless.

In the event you do decide to start using period end, you will only be able to delete vendors once current transactions are fully paid or adjusted to zero and cleared from the current transactions files. The vendor historical transactions must have also been cleared out of historical transactions prior to attempting to delete the vendor.

You will find this function in Adagio Payables and Receivables.