Delete a Vendor

Deleting a vendor permanently removes it from the system. To protect data integrity, this action is restricted and strictly controlled.

A vendor can be deleted only if all of the following conditions are met:

• The vendor status is Inactive

• The vendor has no contracts, or all associated contracts are in Draft status

Only users with the Vendor Administrator role can delete a vendor.

Option 1: Delete a Vendor from the Vendors List

This option is recommended when you want to quickly remove an inactive vendor directly from the vendors table.

Steps

1. From the Jira left-hand menu, navigate to Vendor & Contract Management.

2. Expand the Vendors section and select:

   • All Vendors

   • Active Vendors

   • or Inactive Vendors
     (1 – Vendors navigation)

3. Locate the vendor you want to delete in the table.

4. In the Actions column, click the three-dot menu.
   (2 – Actions menu)

5. Select Delete.
   (3 – Delete action)

If the vendor meets the deletion conditions, the vendor is permanently removed from the system.

Open

Option 2: Delete a Vendor from the Vendor Details View

This option is useful when you are reviewing vendor information before deletion.

Steps

1. Open the vendor by clicking its name from the vendors list.

2. In the Vendor Details View, click the three-dot Actions menu in the top-right corner.
   (1 – Vendor actions menu)

3. Select Delete.
   (2 – Delete option)

4. Confirm the deletion when prompted.

The vendor is deleted only if the deletion rules are satisfied.

Open

Deletion Rules and Safeguards

To prevent accidental data loss, the system enforces the following safeguards:

• Vendors with Active, Inactive or Expired contracts cannot be deleted

• Vendors with at least one non-draft contract cannot be deleted

• Vendors that do not meet the deletion criteria will not expose the Delete action

• A warning message will be displayed to confirm the action

Permanent Action
Deleting a vendor is irreversible. Once deleted, all vendor-related information is permanently removed from the system.

Key Takeaway

The delete functionality is designed to ensure data consistency and safety. By restricting deletion to inactive vendors without active contractual impact, the system prevents accidental loss of critical vendor and contract data.