Close a Supplier

Objective

The Close a Supplier option allows the user to close a supplier, which gives them the possibility to display or not these closed suppliers in the supplier lists.

 

By default, closed suppliers are not displayed in the supplier lists of various maestro* modules. But it is possible to get them to be displayed. To do so:

  1. In maestro*, click the Configuration icon.
  2. In the pop-up menu, click the Preferences option.
  3. The Preferences window opens. In the View tab, select the Display inactive suppliers checkbox, then click Save (F12).
  4. Click the Quit icon.

Closed suppliers are now displayed in supplier lists of various maestro* modules. But when one of them is selected, the “This supplier is currently blocked or closed” Warning message appears and the supplier cannot be selected.

This action is a permanent suspension of interaction with a supplier, even if it may be possible to later reopen this supplier.

 

Prerequisite

 

Icons

 

Only the icons specific to this window are defined in the table below.

 

Icon

Title

Used to

Close a Supplier

Close the selected supplier.

 

Steps

 

maestro* > Purchasing > Maintenance > Suppliers Maintenance > Close a Supplier

 

Close a supplier

  1. In the Close a Supplier window, select the supplier to close.
  2. Click the Close a Supplier icon, or double-click on the supplier.

 

More than one supplier to close cannot be selected at the same time. Once a supplier is blocked, simply select another one and click the Close a Supplier icon again.

The “AP transactions outstanding” Warning message might appear. Because an account has to be paid, it will be impossible to close the supplier.

The “Warning, there are pending orders for this supplier. Do you really want to close this supplier file?” Warning message might appear. The supplier can still be closed and orders associated to it will remain active in the system.

  1. The “Do you really want to close this supplier file?” Confirmation message appears. Click Yes.

The supplier is now closed.

 

It is possible to modify the columns that are displayed in the grid or the fields to filter the suppliers. To do so:

  1. Right-click in any cell of the table.
  2. A pop-up menu appears. Click the Configuration option.
  3. The Options window opens. Select or deselect the desired checkboxes, then click Ok.
  1. Click the Quit icon.

 

See also

 

Last modification: November 07, 2024