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#39740 - 01/07/14 05:39 AM Deleting Inactive Vendors
kruth Offline
Adagio Enthusiast

Registered: 04/29/10
Posts: 29
Loc: Pennsylvania, USA
I have a lot of old vendors in Payables and would like to delete them. In ACCPAC there is a selection in Vendor Maintenance to Delete Inactive Vendors. I can't find it in Adagio and don't want to delete one by one. Am I missing it somewhere? Can I just go to my ACCPAC and perform the deletion without messing up Adagio? Latest info is there.

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#39746 - 01/07/14 10:56 AM Re: Deleting Inactive Vendors [Re: kruth]
Bob Wisener Offline
Adagio Conductor

Registered: 03/19/02
Posts: 560
Loc: Vancouver, BC
I don't think you're missing anything. The function doesn't exist in Payables. Deleting a vendor is only permitted when there are no transactions, history or 1099/retainage/PO activity. You can delete a vendor with history, it you've set this option in the company profile. Using a utility that worked with ACCPAC sounds risky, but possible. Alternatively, you could create a filter to restrict the list to those you'd like to delete. You'd still have to manually delete each one.

Perhaps another function for the Toolkit for Adagio.
_________________________
Bob Wisener
Dakota Software

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#39748 - 01/07/14 11:27 AM Re: Deleting Inactive Vendors [Re: Bob Wisener]
kruth Offline
Adagio Enthusiast

Registered: 04/29/10
Posts: 29
Loc: Pennsylvania, USA
Thanks for your response. It is on the Adagio Receivables Maintenance list and, if I had known it wasn't in Payables, I would have added that to my "wish" for this year. I think it is a very useful tool.

Thanks again.

Karen Ruth
IDP

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#39757 - 01/07/14 01:44 PM Re: Deleting Inactive Vendors [Re: kruth]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4407
Loc: Vancouver, BC
Karen:

The problem with using ACCPAC Plus to delete inactive vendors is that ACCPAC Plus would not delete any of the new data files or indexes (like vendor notes). It is very possible that this could leave you with a corrupted database.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#39767 - 01/07/14 07:01 PM Re: Deleting Inactive Vendors [Re: Douglas Dickie]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
Hi Bob

There is no reason to add it to your Toolkit function list - it's already there, sort of. All you have to do is to create a dummy vendor called "DELETE ME" and combine the vendors you want to delete into that vendor, then delete the dummy vendor. Of course you have to be careful that the vendors you combine have no balances or current activity, or PO activity.

This can be done en masse via import from Excel.

Steve

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#39768 - 01/07/14 08:36 PM Re: Deleting Inactive Vendors [Re: Steve Schwartz]
Bob Wisener Offline
Adagio Conductor

Registered: 03/19/02
Posts: 560
Loc: Vancouver, BC
Thanks Steve. I guess I'm still in holiday mode.
_________________________
Bob Wisener
Dakota Software

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#39769 - 01/08/14 05:33 AM Re: Deleting Inactive Vendors [Re: Bob Wisener]
kruth Offline
Adagio Enthusiast

Registered: 04/29/10
Posts: 29
Loc: Pennsylvania, USA
I'm not sure I understand how to combine other vendors into one and these solutions sound just as tedious as deleting one at a time, so I'll just do that. I used the feature in Adagio Receivables yesterday and it was quick & easy. I think it would be a good tool to add to Payables.

Thanks, Karen

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#39770 - 01/08/14 07:21 AM Re: Deleting Inactive Vendors [Re: kruth]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4505
Loc: Wynnewood, PA
Hi Karen

You're right, it should be there. Mass merging accounts using Toolkit for Adagio is way less tedious than deleting one by one, but it requires you to own Toolkit for Adagio, which is a third party add-on. It's a wonderful program, but it does cost money!

Steve

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