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How Do I Merge or Rename a Customer ID?

Merge/Rename Customer ID

Access this form using Maintain>Accounts Receivable>Customers> Merge/Rename Customer ID.

Use this form to merge or rename a customer ID. Keep in mind that once the merge or rename process starts (after clicking OK), it cannot be canceled.

Note: This form is only available when the Maintain>Accounts Receivable>Customers - Customer Tab is blank (no customer ID is selected). Click the New button to open a blank Customer form.

The Current Customer ID and Merge Customer ID must have the same currency type. The Merge Customer ID drop-down list only displays customers whose currency matches the current customer's currency.

Note: Customers cannot be merged when there are duplicate or replicated document numbers in the two customers being merged.

Merge/Rename From Current Customer ID: Select the customer ID that you want to merge or rename.

Merge/Rename To

  • Action Merge, Rename: Select the option to merge or rename the customer ID.
  • Merge Customer ID: Select the customer ID that you want the Current Customer ID merged into. (This is only available if the Merge option is selected.)
  • New Customer ID: Enter the name of the new renamed customer ID. (This is only available if the Rename option is selected.)
  • Comments: Enter any comments or reasons for changing the customer ID. This will provide an audit trail, so you can quickly identify the merged/renamed customer IDs.
  • Customer IDs can be merged or renamed regardless of their status (Active, Inactive, and Discontinued). However, you may need to change the status (using the Customers form) in order to use the new/merged customer ID in transaction entry.
  • Since you are only merging the customer ID into another customer ID, any historical records in the system will still contain the original customer name, address, and so on.
  • To print the data entered on this form, use Reports>Accounts Receivable>Customer Information.