Inactivate Vendors in Bulk?

Jessi Knobbe Coppess
Jessi Knobbe Coppess
Name Dropper First Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to inactivate vendors in bulk (i.e. all vendors with last payment before Jan 1 2017)?

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Jessi Knobbe
    you can in Database view : AP>Admin>Globally Change Records. you'd want to do a vendor change and then choose to replace active with inactive. To control the vendors you can use a query as a filter, so use your example as the criteria, check the query, and save it. Then use that on the filters tab.

  • Jessi Knobbe Coppess
    Jessi Knobbe Coppess
    Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell thanks so much for your help!!! This is perfect!!! I'm still having trouble writing the query appropriately though, as I'm not able to grab the criteria I most want – last payment date. Am I just missing it in there somewhere?!

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Jessi Knobbe
    that can be a little tricky. Try this as the criteria :

    SUmmary>Total Payment Amount , then use operator is Less than 0.01 , then add the filters on that section for Payment date : date range using the between function. Then use 1-1-2017 through any date you want. Then make sure to go to the voided filter and say voided equals No, so no voided checks get counted. Screen Shot below :

    99359f971fdadca6155b2c8d2c076cfc-huge-im

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