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Procore

Archive a Sage 300® CRE Vendor in Procore

Objective

Background

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

See Also