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Archive a Sage 300 CRE Vendor in Procore

Objective

To archive a vendor from an integrated ERP system using the ERP Integrations tool.

Background

If you have a vendor in an integrated ERP system that will no longer be used on future Procore projects and the vendor has been added to Procore's Company DIrectory, it is recommended that you archive it. This ensures that the vendor record will not longer be used within Procore. When you archive a vendor, the vendor/company will no longer display in the 'Vendors Only in Procore' list on the Vendors subtab of the ERP Integrations tool. (Note: Archiving a vendor/company record in Procore will not affect the vendor record in the integrated ERP system.)

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    • You can only archive a vendor that is not linked to a company in Procore. See Unlink a Synced Sage 300 CRE Vendor.
    • If a vendor is marked as 'Inactive' in Sage 300 CRE, you can view it by clicking the 'Archived' link in the Filters menu on the right of the Vendors subtab.

Steps

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Integrations page. 
  2. Click the Vendors subtab.
    This opens the Vendors list. 
  3. In the 'Vendors Only In <Your Integrated ERP System>' area, click the red 'x' icon to archive the vendor. 
    This moves the selected record to the 'Archived Vendors' list (Note: Because vendor information is required for historical reference, deleting vendors from Procore is NOT permitted). 
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