The Vendor and Customer Combiner and Modifier Utilities in GP

The Vendor Combiner/Modifier and Customer Combiner/Modifier officially became an option in the Sales and Purchasing Utilities menus with the release of GP2015.  Previously, these tools were only available in PSTL.  However, it recently became clear to me that many users are still surprised to find these options.  Whether users have just avoided going into the Utilities menus or their security settings prevented them from seeing this “new” utility, once they discover it, they almost immediately can come up with a list of customers or vendors they have been wanting to fix “forever.”  Do you have more than one Vendor IDs or Customer IDs for the same Vendor or Customer?  Have you had to remember which of the duplicates to use, inactivate one or mark one clearly as Do Not Use?  Now you can use the Combiner utility to merge a source (or the bad) Vendor/Customer into a destination Vendor/Customer (the one you want to keep).  All Work, Open and Historical transactions for the source Vendor/Customer get combined [...]

By | 2019-05-22T15:04:09+00:00 May 22nd, 2019|Dynamics GP, Support|