BP merge
Use this function to transfer entries relating to a Business Partner (source BP) to another Business Partner (destination BP). This process gives rise to an update of the balance.
All the ledgers are impacted by the transfer of movements.
This is only a fusion of accounting movements. No change is applied to the setup or documents awaiting validation.
Before launching the utility for the BPs to be merged, make sure there is no document pending validation.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
Specify the source BP code and destination BP code.
The matching codes for the original BP with the destination BP are also merged. Upon merging, a processing is run to check if entries exist on closed periods or FYs for the source BP (and selected company/site).In this case, the merging cannot be performed.
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Fields
The following fields are present on this tab :
Criteria
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If this box is checked, the processing is launched for all the companies (otherwise, they have to be specified). |
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By default the user's company. |
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Select this check box to run the process for all sites. Otherwise select a site. |
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By default the user's site. |
Business partners
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To transfer entries from one BP to another, enter or select the code of the BP whose data will be imported. |
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Enter or select the code of the BP who will be receiving data. |
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