Deleting an Individual from a Purchasing Group
It is not recommended to delete individuals from a purchasing group. The reason for this is to maintain data and pull historical data. Once an individual is deleted from purchasing groups they cannot be retrieved with, the same begin/end dates. The best practice for this is when an individual is no longer eligible for the purchase group, the end date is updated. Should the same individual be eligible again, then they are re-added to the purchase group.
From the Purchasing Group Maintenance screen, locate the purchasing group you wish to remove members from.
- Highlight the Individual to be deleted by left mouse clicking on their name.
- Click the Delete button.
