This article is intended to show how you can delete contract or vendor records.
In this article
Who can delete records?
Deleting records is restricted to Users with the Role of 'Administrator' only.
Please see our Knowledge Base Article on User Management Definitions for further information on Roles.
How to delete records
Deleting records can be done by selecting the ellipses (3 Dots) next to the Vendor or Contract object and then selecting Delete.
You will then be prompted to type 'Delete' top confirm this action.
As part of this process, you will be notified that the deletion of records cannot be undone.
Can deleted records be restored?
The delete functionality is NOT REVERSIBLE! So please ensure that you only perform the delete action when you are completely confident that you no longer require this record or its associations.
What is deleted?
When a record is deleted, one of 2 things will occur on other records which are linked (or "associated")
See the two tables below to see exactly how additional records will be treated:
- Delete - Completely removed from the system. 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:
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Files attached to the Contract Record
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Delete
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Vendor
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Remove Association*
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Events attached to the Contract Record
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Delete
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Spend items
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Remove Association
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Messages attached to the Contract Record
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Delete
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Risk data attached to the Contract Record
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Delete
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Projects
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Remove Association
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Linked/Parent/Child Contracts
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Remove Association
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Contract AI
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Delete
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When a Vendor is deleted:
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Contracts attached to the Vendor Record
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Delete
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Files attached to the Vendor Record
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Delete
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Events attached to the Vendor Record
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Delete
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Direct Spend items attached to the Vendor Record
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Delete
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Indirect Spend items
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Remove Association
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Messages attached to the Vendor Record
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Delete
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Risk data attached to the Vendor Record
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Delete
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Vendor Users attached to the Vendor Record
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Delete
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NetSuite/Creditsafe (& any other third-party data)
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Delete
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Workflow Cards
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Remove Association
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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.
