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

Note - informationRefer to documentation Implementation

Screen management

Entry screen

Specify the source BP code and destination BP code.

The matching codes for the original BP with the destination BP are also merged.
Warning 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.

Companies (field CPY)

By default the user's company.
Only the entries for this company will be taken into account for the transfer.

Legislation (field LEG) All sites (field ALLFCY)

Select this check box to include all sites. To run this process for a single site, leave clear.

Site (field FCY)

By default the user's site.
Only the entries for this site will be taken into account for the transfer.

Note:

 This site must belong to the company that may have been previously entered.

Business partners

Source BP (field BPRORG)

To transfer entries from one BP to another, enter or select the code of the BP whose data will be imported.

Target BP (field BPRDES)

Enter or select the code of the BP who will be receiving data.

Batch task

This function can be run in batch mode. The standard task ACCBPRMER is provided for that purpose.

Error messages

The only error messages are the generic ones.

Tables used

Note - informationRefer to documentation Implementation