Introduction to Purge Temporary Vendors

Purge Temporary Vendors

This chapter contains the following topic:

Temporary vendors are designated by a vendor number starting with an asterisk (*).

The Purge temporary vendors selection enables you to automatically purge temporary vendors from Vendors. You may also print a listing of those temporary vendors purged.

A temporary vendor may be purged only if all of the following conditions are true:

•

There are no outstanding unpaid open items for the temporary vendor.

•

All fully paid open items for the temporary vendor have been purge using Purge open items.

•

All vendor history for the temporary vendor has been purged using Purge vendor history. If you have Check Reconciliation first verify that the checks have been transferred to C/R before purging.

If the above conditions are all true, there is no reason to keep the temporary vendor since all references to the vendor have been purged from the system.

Select

Purge temporary vendors from the Utility menu.

Graphical Mode

The following screen appears:

Character Mode

The following screen appears:

Enter the following information:

Starting vendor #

Ending vendor #

Options

Enter the range of temporary vendor numbers to be purged, or use the options:

<F2>

For the "First" starting temporary vendor number or "Last" ending temporary vendor number

<F8>

For selecting a vendor from a list a vendors.

From the vendor list window you may select the More info button to view the full data about the vendor. You may also access vendor history from the Options menu

Format	6 characters for each field. The first character should be an asterisk.
Example	Press <F2> at each field

Neither field is required to be a valid vendor number, but the range should enclose at least one temporary vendor.

A/P account #

This field is required even if only one temporary vendor has been entered in Fields #1 and 2.

Options

Enter the A/P account number for which temporary vendors are to be purged. This must be an existing entry in A/P accounts.

<F1>	For the next entry in A/P accounts. If there is only one entry, the <F1> and <SF1> options do not appear.
<SF1>	For the previous entry
<F2>	For the default A/P account from Control information
<F5>	For "All" temporary vendors regardless of A/P account

Format	Your standard account number format, as defined in Company information
Example	Press <F5>

Payment group

This field is required even if only one temporary vendor has been entered in the Starting vendor # and Ending vendor # fields.

Enter the payment group of the temporary vendors to be purged, or use the option:

<F5>	To purge All temporary vendors regardless of which payment group (if any) they belong to

You may leave this field blank, in which case only those temporary vendors will be purged who do not belong to any payment group.

Format	3 characters
Example	Press <F5>

Print or purge

Select one of the following:

Character Mode	Graphical Mode	Description
1	Print only	To print a list of temporary vendors eligible to be purged, without actually purging.
2	Purge only	To purge the temporary vendors which meet all the criteria entered above, without printing a list. (You could select this if you had already printed a list.)
3	Print and purge	To print a list and purge the temporary vendors.

Format	Drop down list
Example	Select Print only

If you choose either of the purge options, you will be asked to confirm that you really intend to do this.

OK or Cancel

Make any needed changes, select OK. There will be a period of processing as eligible vendors are either purged or printed or both. The report is not a register and may be displayed on the screen.