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

See also Refer 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.

Criteria

Select this checkbox to include all companies. To run this process for a single company, do not select this checkbox.

All companies (field ALLCPY)