A retired supplier disappears from everyone's pickers
Who is involved
| Role | What they do |
|---|---|
| Finance controller | Archives the supplier. |
| Accounts payable clerk | Raises purchase orders and bills. |
Step by step
- Finance controller
Opens the supplier and chooses Archive.
What they see:The record is dimmed and marked archived.
- Accounts payable clerk
Types the supplier's name in a new purchase order or bill.
What they see:No match, because archived suppliers are not offered.
- Accounts payable clerk
Opens an older bill from that supplier.
What they see:The supplier's name still shows.
- Finance controller
Chooses Reinstate if the supplier returns.
What they see:The supplier is offered again.
Who is told what
None; the change is seen in the pickers.
Related
- Contacts & Partners
- Inventory, Purchasing & Warehousing
- Accounting & E-Invoicing
- An invoice is blocked until the customer's details are completed
- Two records for one company are reviewed and merged
- A customer entered by sales is invoiced by accounting
- Accounting customers and suppliers are parties
- Clean up customers and vendors by conversation
- Team workflows