Use the Entity Merge Utility to merge the history and open transactions from one or more entities into a single entity. You can merge customer or vendor entities.
The entity to be retained is the key entity. The records whose information will be merged with that of the key entity are merge entities. The program can process multiple merge entities at one time.
This utility is a merge and purge routine. The program retains and moves some data to the key entity and purges some data.
Following are the results of a completed merge:
For each merge entity, the following data moves to the key entity:
All open orders.
Open bids.
Open A/R or A/P.
History records.
Contact records.
For each merge entity, the program purges the following data:
All customer-specific matrix records.
Customer/vendor-specific part numbers.
Customer/vendor class records.
The program updates the key entity and any related entity records that are not in the Merge/Purge List to reflect the changes in entity relationships. For example, when merging a bill-to-only entity into a bill-to-only key entity, the system:
Updates the ship-to records associated with the merge entity to point to the key entity.
Updates the key entity to point to the ship-to records that are now related to it.
Following a completed merge, the system purges the merge entity records.
See Also: