Deleting creditors or making them inactive

If you no longer need to use a creditor in Synergetic you can either:

  • make the creditor inactive
  • delete the creditor permanently.

    Note: It is recommended that you make the creditor inactive rather than deleting the creditor and their details.

To completely remove someone from the community database, see Deleting community members in the Community manual.

Making a creditor inactive

To inactivate a creditor:

  1. Open the General tab of the Creditor Maintenance window. See Creditor Maintenance - General tab.
    The General tab of the Creditor Maintenance window is displayed.
  2. Click .
    The following window is displayed.
  3. Click .
    The creditor is made inactive.

    Note: The creditor is only able to be set to inactive if they have a zero balance (neither positive nor negative).
    Note: You can activate a creditor at a later date by clicking .

Deleting a creditor permanently
To keep the creditor's details in the community database but remove them from the creditor constituency:

  1. Select Module > Creditors > Creditor Maintenance from the main menu.

    You can also access the creditor functions by clicking .

  2. Search for the creditor. See Searching for creditors.
    The General tab of the Creditor Maintenance window is displayed.
  3. Either:
    • select File > Delete from the main menu
    • right click on the Creditor Selector grid and select Delete
     press Ctrl + D.
    The following window is displayed.
  4. Type DELETE.
  5. Click .
    The creditor and all related history is permanently deleted from Synergetic.

    Note: If your organisation is running several financial databases, this process removes the creditor from all of the finance databases.