Deleting a supplier profile (supplier record from your ERP that has been uploaded into PaymentWorks) requires creating and uploading a Delete File (DEL File) using a supplier file template. This action removes or "breaks" the connection for any of your "connected" vendor registrations.
When to Use a Delete File
A Delete File is needed for the following scenarios:
- The connected vendor needs their registration returned for corrections.
- The vendor was connected to the wrong supplier profile/vendor number.
- The supplier profile contained incorrect data in a previous upload.
- The vendor record was deactivated in your ERP and needs to be recreated as new.
Steps to Delete a Supplier Profile
1. Retrieve the Supplier File Template
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Log in to your PaymentWorks account.
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Navigate to Setup and Manage Supplier Portal.
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Click Download Sample to retrieve the supplier file template.
Example:
2. Fill in the Required Columns on the Template
On the supplier file template, fill out the following columns for the supplier you want to delete:
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VendorNum: Enter the vendor’s current vendor number.
Note: Ensure any leading zeros are included.
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SiteCode: Enter the vendor’s assigned site code.
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SupplierName: Enter the word “DEL”.
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AddressType (if applicable): Include this column if your organization uses Address Types on supplier files.
3. Upload the Delete File
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Navigate to the Upload Data page in PaymentWorks.
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Under Upload Suppliers, upload the completed Delete File.
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Confirm the upload was successful by checking the Deleted count.
- If the Delete File upload is successful, a number will appear next to “Deleted.”
- If a zero appears, the supplier profile was not deleted.
Example:
Important Notes
- A successful Delete File will remove the selected supplier profile and "break" the connection with the vendor registration.
- Ensure all fields are accurate to avoid upload errors.
- If you need more help, please refer to the Knowledge Base or contact PaymentWorks Support.