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Merge Customers & Vendors - A Business Central Feature
• Feature: Merge Customers/Vendors
• Version: Added with the Spring 2019 Release of Business Central
• Overview: This new feature allows the user to merge two existing Customer records together or merge two existing Vendor records together. This can be useful when two existing customers or vendors merge with one another, or when a user sets up a new record for an existing customer or vendor because they didn’t know they already exist in the system, and then creates and/or posts transactions against this new customer. Prior to this feature, there was no way to merge existing records, particularly due to all of the related data that would also have to be moved including posted invoices, credit memos, ledger entries, comments, prices, cross-references, ledger entries.
• Functionality:
o Navigate to the customer you would like to continue to maintain in Business Central
o Select More Options Actions Functions Merge With…
o Populate the “Merge With…” field
o Review the fields to be applied and confirm if any fields on the current customer should be overridden by the field contents from the customer that is to be merged.
o Review/confirm related tables to be merged.
o Select “Merge”.
o Results:
The merged customer/vendor record is no longer on the Customer/Vendor List.
All data has been merged together.
• Notes:
o There is no “Undo Merge” function, so once the data is merged there is no way to restore the merged customer/vendor.
o This is a feature that has been requested for many years and now due to the User Feedback and Requests from the community, Microsoft has included this as a standard feature and we are very excited to be able to deploy this new feature for all of our Business Central clients.
• To see this feature in action, I have recorded a demonstration of this new “merge” functionality and this is available on our web-site (URL will be in the podcast notes (as available) and also on YouTube. Check it out!
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By Michael Intravartolo• Feature: Merge Customers/Vendors
• Version: Added with the Spring 2019 Release of Business Central
• Overview: This new feature allows the user to merge two existing Customer records together or merge two existing Vendor records together. This can be useful when two existing customers or vendors merge with one another, or when a user sets up a new record for an existing customer or vendor because they didn’t know they already exist in the system, and then creates and/or posts transactions against this new customer. Prior to this feature, there was no way to merge existing records, particularly due to all of the related data that would also have to be moved including posted invoices, credit memos, ledger entries, comments, prices, cross-references, ledger entries.
• Functionality:
o Navigate to the customer you would like to continue to maintain in Business Central
o Select More Options Actions Functions Merge With…
o Populate the “Merge With…” field
o Review the fields to be applied and confirm if any fields on the current customer should be overridden by the field contents from the customer that is to be merged.
o Review/confirm related tables to be merged.
o Select “Merge”.
o Results:
The merged customer/vendor record is no longer on the Customer/Vendor List.
All data has been merged together.
• Notes:
o There is no “Undo Merge” function, so once the data is merged there is no way to restore the merged customer/vendor.
o This is a feature that has been requested for many years and now due to the User Feedback and Requests from the community, Microsoft has included this as a standard feature and we are very excited to be able to deploy this new feature for all of our Business Central clients.
• To see this feature in action, I have recorded a demonstration of this new “merge” functionality and this is available on our web-site (URL will be in the podcast notes (as available) and also on YouTube. Check it out!