Delete Contracts or Vendors

This article shows how you can delete contract or vendor records.

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Who Can Delete Records?

Deleting records is restricted to users with the Administrator role. Please see User Management Definitions for further information on roles.

Delete Contract or Vendor Records

  1. From the navigation menu, click the relevant option (i.e. Vendors or Contracts).
  2. Expand the 3 dots on the record you would like to delete, then select Delete.
  3. You will be notified that the deletion of records cannot be undone. Enter Delete to confirm this action.

Can Deleted Records Be Restored?

 The delete functionality is not reversible, so please ensure that you only perform the delete action when you are confident you no longer require this record or its associations.

What Data is Removed?

When a record is deleted, this can impact other records which are linked. See the two tables below to see how associated records will be treated:

  • Delete - Completely removed from the system and cannot be restored.
  • Remove Association - The association with the deleted record is removed, but the associated record is not removed from the system.

When a Contract is deleted:

Files attached to the Contract Record
Delete
Vendor
Remove Association
Events attached to the Contract Record
Delete
Spend items 
Remove Association
Messages attached to the Contract Record
Delete
Risk data attached to the Contract Record
Delete
Projects
Remove Association
Linked/Parent/Child Contracts
Remove Association
Contract AI
Delete

When a Vendor is deleted:

Contracts attached to the Vendor Record
Delete
Files attached to the Vendor Record
Delete
Events attached to the Vendor Record
Delete
Direct Spend items attached to the Vendor Record
Delete
Indirect Spend items
Remove Association
Messages attached to the Vendor Record
Delete
Risk data attached to the Vendor Record
Delete
Vendor Users attached to the Vendor Record
Delete
NetSuite/Creditsafe (& any other third-party data)
Delete
Workflow Cards
Remove Association

Additional rules:

  • When an object is deleted that is used in an RBAC group, the Object will be removed from the access group. 
  • eSign & eNegotiate files will be completely deleted, including any inflight negotiation or eSign processes. 
  • Files with a top-level host of the deleted object will be deleted
  • History to be preserved - i.e. history will show each associated object has also been deleted and then show the main object being deleted.