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Is there any existing built-in functionality within D365 FO that would allow you to merge separate vendors with existing orders created across different legal entities into 1 shared vendor within the global address book? Please advise
Nothing like that exist out of the box ,why you want to do that ? Whats the business scenario ?
You can merge two party records if they point to vendors in a separate legal entity but you can't merge party records that are associated with the same party role, such as customer or vendor, in the same legal entity. For example, party A is associated with a customer in legal entity 123, and party B is associated with a different customer in legal entity 123. These party records can't be merged, because if they were merged, the merged party record would be associated with multiple customers in the same legal entity, and this isn't allowed. However, the records can be merged if party B is associated with a vendor in legal entity 123 or with a customer in a different legal entity.
You can't merge internal party organization records in the same legal entity, team, or operating unit.
You could also use invoice account functionality in invoice and delivery tab to make the "not needed" vendor financially post to the correct one in the A/P/purchase ledger, assuming they are both in the same legal entity.
We are able to successfully merge records in GAB for vendors in different legal entities. What issues you are facing doing the same?
1. Identify the vendors party id
2. Go to GAB
3. Select both records and click merge
4. Select which one you want to retain
5. ok to merge. Screenshots posted above.
Please have a look at Satish's reply and let us know if this answered your question.
If you want to merge 3, 4 or more vendors then just repeat those steps multiple time.
As usual, if your question has been answered then mark it as verified to let also other community members know what helped you fixing this issue.
I've tested this, and although it merges the records and puts them within the same party ID where you can view global transactions. The vendor account in both remains unchanged. Am I correct in assuming that in order to change this it would involve development?
It's only merge the party records, nothing related to transaction merging etc. You should look at how centralized payments works and how merged vendors can be used there in paying off multiple companies AP balances from a single company.
Now that your original question is answered, would you please take time to help verify the above answer that help guide you.
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