Would like ability to merge Business Partner records and all related transactions. This is especially helpful for customer and supplier records in today's business economy where company mergers are a common occurrence. For example, merge 2 customer records, as well as moving their invoices, shipments, and payment records to the combined entity.
by: Lynne A. | over a year ago | General
Comments
I agree with Lynne. This is an extremely important function for any X3 business going to the end user and the problems are compounded even further if the business has substantial web traffic. Currently we're trying to work around it using the group customer number, but it's a poor workaround. Everyday as customers are added this becomes more and more of an issue regardless of how well our agents search the customer base during order entry. It adversely impacts reporting, customer service, and to a lesser degree marketing efforts (only because we have external tools to purge duplicates before mailing).
Yes please!!! We run into this problem very often and then we lose all the history associated with the original BP name.
Please, please, please!!!
Include all transaction history - posted and unposted!
Agreed, please include all open and history. This should also be possible to merge a customer and supplier if they were originally set up separately.