Hi guys, do you know if there’s any way to set up a black list of creditors so that once we are in a conflict, the invoices to them will be suspended in any way? Thanks!
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How to block creditors to not select their invoices in case of conflict?
Best answer by Kandy Beatty
Hi
There are a few ways you can handle this:
- On the Individual Vendor, you can update the Status to Hold Payments
- You can update the Generic Inquiry for Vendors to Update a few or many vendors at one time:
- Edit the Generic Inquiry (you need customization rights)
- Enable Mass Record Update on the GI
- Add Mass Update for Vendor Status
- Choose a few vendors to Update (under the ...)
- You can create a simple import scenario to update the Vendor Status:
Here is also that import you can use:
+16Hi
There are a few ways you can handle this:
- On the Individual Vendor, you can update the Status to Hold Payments
- You can update the Generic Inquiry for Vendors to Update a few or many vendors at one time:
- Edit the Generic Inquiry (you need customization rights)
- Enable Mass Record Update on the GI
- Add Mass Update for Vendor Status
- Choose a few vendors to Update (under the ...)
- You can create a simple import scenario to update the Vendor Status:
Here is also that import you can use:
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
… I’m trying to update the vendor status using mass update, but the status field is not popping up in the GI to select as a field that can be edited. what are some reasons this may be happening’?
- still would like to know, just for curiosity, but looks like I can do it through mass action with “deactivate” so I’m ok for now. - although on the screen after the process is completed, though the dot is green, the field doesn’t change until I refresh… weird - anyway, it works though
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