Merge/combine duplicate vendors or customers in Microsoft Dynamics 365 Business Central.

Hello Dear Readers,                     

Sometimes in a business scenario, a subsidiary company gets amalgamated with a holding company or vice  versa that is  buying or selling goods or services  from  your  client, who  is using  business  central. In this case, the accountant  asked  the  question of how we  can merge  two customers or suppliers in  Microsoft Dynamics Business Central along with their till date transactions?

To answer  this  question  Microsoft  Dynamics  365 Business Central has a great  tool  that  makes  merging  vendors or customers  very  much  easy without  any  ambiguity.  As per  this  tool  once  you  merge  a  vendor  or customer card  all  the historical  and  open  transactions  are  updated and merged as well. Which makes an easy task for all users who are working in the accounting department.

So, let’s understand how we can utilize said tools by the below-mentioned steps. Here I am merging one customer with another customer:

Step: 1)

Open the vendor or customer card that you want to KEEP in your system and then select Actions > Functions > Merge With.

Step: 2)

Once the Merge Duplicate window opens. You need to select the customer which you want to merge. Like as shown below snip:

Step: 3)

Once you  select the  vendor  or  customer, review  the information in    the Fields table. The  information in the Current Value  column is what will be used for the customer that is kept. If any of the information inthe Alternate Value  needs to be  used, then you can check the Override checkbox. Notice below  that I want  the contact  person’s  name to come  over to the merged customer.

Step: 4)

Once you’ve reviewed it, you’re ready to merge. Simply click Merge and then Yes. Kindly note that once this action is performed you cannot undo it.

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Thanks & Regards,

Madhda Team

Thanks to all.