Enhanced interface

Deactivate or delete a supplier type

If you want to remove a supplier type from use, you can either deactivate the supplier type or you can delete it.

Deactivate: The supplier type can no longer be selected for a supplier. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.You can view deactivated types in the Supplier types list by selecting Include inactive. You can also decide to reactivate the supplier type later.
Delete: Permanently removes the supplier type from Sage Intacct. It cannot be viewed or selected. To use the supplier type again, you need to recreate it.

You can deactivate or delete a supplier type as long as no supplier records reference the type.

Deactivate a supplier type

Subscription	Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Supplier types: List, Edit

Go to Accounts Payable > Setup > Suppliers > Types.
Find the supplier type that you want to deactivate.
Select Edit at the end of the row.
Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.
Select Save.

Did you get an error message? This typically means that some suppliers are set to this supplier type, which prevents Sage Intacct from deleting it. Before continuing, you need to remove the supplier type from all supplier records that reference it.

Go to Accounts Payable > Setup > Suppliers > Types.
Find the supplier type that you want to deactivate.
Select Edit next to the Supplier ID.
From the Status dropdown list, select Inactive.
Select Save.

Did you get an error message? This typically means that some suppliers are set to this supplier type, which prevents Sage Intacct from deleting it. Before continuing, you need to remove the supplier type from all supplier records that reference it.

Delete a supplier type

Subscription	Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Supplier types: List, Edit, Delete

Go to Accounts Payable > Setup > Suppliers > Types.
Find the supplier type that you want to delete.
Select More actions > Delete at the end of the row.
Select Delete to confirm.

Did you get a n error message? This typically means that some suppliers are set to this supplier type, which prevents Sage Intacct from deleting it. Before continuing, you need to remove the supplier type from all supplier records that reference it.

Go to Accounts Payable > Setup > Suppliers > Types.
Find the supplier type and select Delete.
Select OK to confirm the action.
Did you get an error message? This typically means that some suppliers are set to this supplier type, which prevents Sage Intacct from deleting it. Before continuing, you need to remove the supplier type from all supplier records that reference it.

Remove a supplier type from supplier records that reference it

If you get an error when try to deactivate or delete a supplier type ID, first try searching for suppliers that use the supplier type and reassign them.

Do you create entity-level suppliers that use supplier types that are defined at the top level? If so, repeat this procedure in each entity and at the top level, to make sure all records are updated.

Subscription	Accounts Payable
Regional availability	All regions
User type	Business
Permissions	Suppliers: List, View, Edit

Go to Accounts Payable > Setup > Suppliers.
Entering the supplier type that you want to remove at the top of the Supplier type ID column.
This filters the list to show active suppliers assigned to the supplier type.
If the current view does not show the Supplier type ID column, you can add it by selecting Configure columns > Configure columns.
For the first supplier in the list: Select Edit at the end of the row.
On the Additional information tab, in the Supplier details section, select a new Type ID from the dropdown list.
To remove the Type ID without selecting a new one, select the text in the field and then press backspace.
Select Save or Submit.
Repeat for the next supplier in the list.

Go to Accounts Payable > Setup > Suppliers.
To filter for a specific vendor type, enter the supplier type in the text field at the top of the Supplier type ID name column, and then press Enter.
Select Edit next to the supplier that references the supplier type you want to remove.
On the Additional information tab, in the Supplier details section, select a new Type ID from the dropdown list.

To remove the Type ID without selecting a new one, select the text in the field and then press backspace.
Select Save or Submit.
Repeat for the next supplier in the list.