Block a Creditor

There can be several reasons why you may want to block a creditor: for example, if your company no longer or rarely does business with the creditor and you cannot delete it due to active postings. You have the option to block the creditor.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-Company Access submodule under Settings.

To block a creditor:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration screen to select the company that contains the creditor you want to block.
3. In the left pane of the Finance & Administration screen, click Creditors > Creditor List.
4. On the List tab of the Creditor List grid, select the creditor that you want to block.
   Use the Search field to quickly locate a creditor.
5. At the right end of the grid toolbar, click Show Properties .
6. On the side toolbar of the Creditor Information pane, click Creditor Information .
7. Select the Blocked check box to block the creditor.