The system will not allow you to delete a vendor that has activity attached to it. Instead, set the Vendor to “Inactive”. This is done through the Vendor Entry.  Open the Vendor you want to deactivate, click on the “Inactive” box and Save. In the Vendors section of the AP Manager View, the deactivated Vendor will have the word “Inactive” beside it.

If you try to delete a Vendor that has activity, you will receive the following error:

You can delete a vendor that has not been used and has no activity attached to it. 

To delete a vendor that has no activity:

1. From the button bar, click Tools and select Vendors.

2. Enter the Code for the vendor you want to delete (provided there is no activity attached).

3 Once the Vendor information is displayed, click Delete or press the Ctrl + Delete keys to delete the record. The system prompts you to confirm the deletion.

4. Click Yes if you want to delete the vendor or No if you want to keep it.

Although you cannot delete a Vendor that has activity, there are times when Vendor Codes may be set up multiple times for the same entity. When this occurs, Orion will allow you to Merge the vendor codes.

Merging Vendor Codes

To Merge two vendor records:

1. Display the code for the Vendor you want to merge into another (adding this vendor’s information to another existing vendor)

2. Click on Tools and Merge Vendor. The following screen will appear:

Enter the Vendor Code into which you would like to merge the displayed vendor, and click Merge.

NOTE: THIS CHANGE IS AUTOMATIC. YOU WILL NOT RECEIVE A REQUEST TO CONFIRM MERGING THE VENDORS AND THIS MERGE CANNOT BE REVERSED.