Inactivating a Supplier

A supplier needs to be inactivated in OAKS FIN in RARE instances such as the supplier record being set up inadvertently (i.e., the record was created and after more thorough review, it was determined that the supplier record shouldn't have been created).

• Only Supplier Operations can view historical information on inactivated suppliers.

Search for Supplier Record

• Refer to the search instructions in the Reviewing Supplier Information topic to search for the supplier record in OAKS FIN.

Inactivating the Supplier in OAKS FIN

1. Click the Identifying Information Tab.

2. Select "Inactive" from the Supplier Status dropdown.
3. Click the Location tab.
4. Click the Add a new row icon in the Details section.
5. Click the Comments collapsible section and enter "<today's date>, an explanation for the inactivation, <first and last initial>."
6. Click Save.