Suppliers cannot have outstanding balances or open transactions against their account if they are to be deactivated. If there are open transactions a notification displays in the header. Open transactions include:
- Unpaid accounts
- Unposted payments
Ensure all transactions are completed before deactivating.
Make a Supplier Inactive
From the Suppliers module, locate the supplier in the list and click on the spill menu at the end of the row for further menu options. Alternatively, from within the Supplier record, select ...More Options from the toolbar and choose Deactivate from the menu.
Slide the toggle button to Deactivate the account. The supplier record is tagged Inactive.
To view Inactive suppliers, set the filter to Activation Status - Inactive or remove all filters for a complete list.
Make a Supplier Active
Use the same toggle button to change the supplier status to Active.
