Concur Invoice Standard Edition Administration Help

Deactivate and Reactivate a Supplier

Suppliers can be deactivated and reactivated. Deactivating a supplier prevents the supplier from being associated with new invoices. For example, the Supplier Manager might want to deactivate a supplier that is no longer in business, has merged with another supplier, or when issues arise with financial transactions. Deactivating a supplier does not delete the supplier from the system, and a deactivated supplier can be reactivated.

When a supplier is deactivated:

  • The supplier is marked with the word Inactive on the Manage Suppliers page

  • The deactivated supplier can no longer be selected when creating a new invoice using either the import or the user interface functions.

  • The supplier no longer appears when searching using the Approved Supplier option in the View menu.

  • All invoices currently associated with the deactivated supplier require a new or different supplier; the system will prompt the user to select a supplier.

  • The supplier can be re-activated.

To deactivate a supplier:

  1. On the Manage Suppliers tab, select one or more suppliers.

  2. Click Actions > Deactivate Supplier.

The supplier is marked Inactive, no longer appears in the list of approved suppliers and cannot be selected when creating new invoices.

To view deactivated suppliers: Click View > Inactive Suppliers.

To reactivate a supplier:

  1. On the Manage Suppliers tab, click View > Inactive Suppliers.

  2. Select the supplier you want to reactivate, and then click Actions > Activate Supplier.