Delete Contracts or Vendors

Estimated Read Time: 4 minutes

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

From the navigation menu, expand the Vault and click the relevent 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.

Note: This is not reversible, so ensure that you only delete when you are confident you no longer require this record or its associations.

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.

See the table below to understand what happens to associated records 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
LuminIQ Data	Delete

See the table below to understand what happens to associated records 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 (and 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 and 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.

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