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How to block creditors to not select their invoices in case of conflict?


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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!

Best answer by Kandy Beatty

Hi @shuang57 

There are a few ways you can handle this:

  1. On the Individual Vendor, you can update the Status to Hold Payments
  1. 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 ...)

 

  1. You can create a simple import scenario to update the Vendor Status:

Here is also that import you can use:

 

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2 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • Answer
  • March 20, 2023

Hi @shuang57 

There are a few ways you can handle this:

  1. On the Individual Vendor, you can update the Status to Hold Payments
  1. 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 ...)

 

  1. You can create a simple import scenario to update the Vendor Status:

Here is also that import you can use:

 


  • Freshman I
  • 1 reply
  • January 17, 2024

… 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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