How to inactivate vendors in bulk

Cindy Iacovella
Cindy Iacovella
Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello,

We would like to inactivate vendors in FE that we haven't used since before 2020. To do so, we tried to create a query but the parameters that we need such as last payment date or last transaction date are not options. What other parameters could be used to pull together this listing? Has anyone in the community been able to accomplish this easily? We do not want to individually need to clear them.

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Answers

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

    under Summary , use total payment amount. Then you can set a dollar amount such as paid 0. Then add the filter for the payment date, such as between and set a start and end time you like. Then it should give you a list of vendors not paid in that time frame in the results.

  • Cindy Iacovella
    Cindy Iacovella
    Facilitator 1

    Appreciate the quick response. This was very helpful!

    Now that we have the listing, is there a way that you know of we can upload them into FE to make inactive? Or would we need to manipulate one record at a time?

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