Archive Creditor / Find Archived Creditor

Summary

This article explains how to archive a Creditor Profile and also how to find any creditor profiles that have been archived.

Archive Creditor

You can archive a Creditor Profile as follows:

• Creditor Profile > Actions > Archive
• No Outstanding Invoices - you will not be able to archive if there are outstanding invoices for payment. You would need to ensure all invoices against this creditor have been paid first.
• No open jobs - you will not be able to archive the creditor if there are still jobs open. Any open jobs will first needs to be marked as Completed.
• No Active Recurring Creditor Invoices - you will not be able to archive if a recurring invoice has been set up against the creditor. The recurring invoice will need to be cancelled. This can be done via Creditor Profile > Financials Tab > Outstanding Invoices > click on view recurring invoices > click on the invoice number > actions > cancel recurring schedule.
• Once all Archiving Requirements have been met enter the reason and click on OK

Finding Archived Creditor Profiles

Archived Creditor profiles can be found as follows:

• Managements > Find > Find Creditor

• Tick the 'Include Archived' Box

• Search for the Archived Creditor via the search box or click on Search for the entire list to display