Skip to main content
CCH Software User Documentation

How to delete a supplier alias

Product Help Banner.png

 

  1. On the main toolbar click the Suppliers  button.
    The Find Suppliers page is displayed.

  2. In the Search for field, type in the name (or part of the name) of the record you want to search for.

Tip! to display all the suppliers, either leave the Search for field blank and click Search, OR type "%" in the Search for field and then click Search.

  1. Select the 'Hide form when only one item found' check box if required.

    If you select the Hide form when only one item found check box, and there is only one record that matches your search criteria, the application directly displays the relevant page for that record instead of the search results page, where you would have to click the listed record to open it.

  2. Select the 'Search any part of name/code' check box if required.

    If you select the Search any part of name/code check box, the search results will contain the search criterion in any part of the record name. When this check box is clear, only records with the search criteria at the beginning of the name will be returned. For example:

      • you enter 'mit' in the Search for field when searching for an employee. The Search any part of name/code check box is clear. The results will only contain employees with 'mit' at the beginning of their first or last name, such as 'Mitchell' or 'Mitch'.

      • you enter 'mit' in the Search for field when searching for an employee. The Search any part of name/code check box is selected. The results will shown any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.

  3. Select the Include closed suppliers check box if required.

  4. Click Search or press the [Enter] key.
    The results that match your search criteria are listed in the window.

  5. Double-click the record you want to open.
    The Supplier page for the selected record is displayed.

  6. Click the Main tab to display it.

  7. To select the alias you want to delete, click the Alias Type or the Alias Name fields.

  8. Click the Delete button to delete the alias from the supplier record.
    The alias is deleted.

Note: the above procedure deletes only the alias, not the Alias Type.

 

  • Was this article helpful?