How Do I Merge or Rename a Vendor ID?

Use the Merge/Rename Vendor ID to rename a vendor or merge two vendor records into one.

To Rename a Vendor ID

This process simply renames a vendor, everything about the vendor record stays the same; the vendor will simple have a new Vendor ID. Also, all records for the vendor prior to renaming may be accessed through the new ID, and prior transactions will show the new ID instead of the original ID under which it was created.

1. Open the Maintain>Accounts Payable>Vendors form. Click the New button to open a blank Vendor form.
2. Click Merge/Rename Vendor ID to open the form.
3. Select the Current Vendor ID that you want to rename.
4. Select the Rename option, and then enter a New Vendor ID.
5. Enter any Comments.
6. Click OK. The original vendor ID is changed to the new ID, and all vendor records are kept intact.

Note: Renaming is reversible; simple rename the vendor again to its original name.

To Merge a Vendor ID

This process merges all data history from the current vendor ID into the merge vendor ID. All records will be associated with the merged ID, and then the system deletes the original ID.

1. Open the Maintain>Accounts Payable>Vendors form. Click the New button to open a blank Vendor form.
2. Click Merge/Rename Vendor ID to open the form.
3. Select the Current Vendor ID that you want to merge.
4. Select the Merge option, and then select an existing Merge Vendor ID.
5. Enter any Comments.
6. Click OK. All records are now associated with the merged vendor ID.

Note: Merging is not reversible. You cannot undo a merge of a vendor. For this reason, it is important that you make a backup of your organization before merging.