This article shows how you can delete contract or vendor records.
Estimated Read Time: 4 minutes
Sections in this article:
- Who Can Delete Records?
- Delete Contract or Vendor Records
- Can Deleted Records Be Restored?
- What Data is Removed?
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
- From the navigation menu, click the relevant option (i.e. Vendors or Contracts).
- Expand the 3 dots on the record you would like to delete, then select Delete.
- 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:
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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.
