Merging 2 vendors

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We have a vendor ID P-0001 and a vendor ID mistakenly created P-0017 (Bothe IDs relate to same vendor). In sub ledger of vendor ID P-0017 there are some transactions containing opening balance and some invoices. Now we want to transfer these all transactions including opening balance to Vendor ID P-0001.

Now what are the best possible solutions to rectify the above situation. Now we have tight controls on vendor creation.

Best Regards

Rashid Anwar

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Community Member on at

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RE: Merging 2 vendors

Dear Kirk

Thanks for your valuable input. I posted this as new question two days before but didn't find any response that is why wrote to Bill ;)

Suppose I did not void the invoice. Then will this unit cost adjustment utility adjust the matched vendor invoice as well? I mean by using this utility shipment have been rectified but what will be the effect on already matched invoice. How to rectify the match invoice portion of the transaction, so that vendor balance could be updated.

Another question is if my shipment is fine and there is nothing wrong with shipment, but I matched the vendor invoice erroneously to shipment. Then how to adjust/correct this erroneously matched invoice.

Best Regards.

Rashid Anwar

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KirkLivermont 5,985 on at

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RE: Merging 2 vendors

Rashid,

Rather than voiding the vendor invoice I would have used the adjust cost utility to correct the unit cost. This utility should only be used after a full backup and if you have a test environment I highly recommend testing it there first.

Hopefully Bill can give you more guidance on the current situation. I don't know if it is possible to un-void the vendor invoice.

Kirk

P.S. You should generally create a new post unless the questions are closely linked to the same problem. There are many experts on this forum and they are more likely to investigate and respond to a new thread.

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RE: Merging 2 vendors

Dear Bill

I have another problem and searched many forums but didn't find any solution and ultimately writing to you. Hopefully you will provide the solution.

I have received a shipment and matched the shipment against vendor invoice and posted. later I realized that there is an error in matching the shipment to invoice and there is error of unit cost in shipment received as well. I found that sales person have generated the invoice of that particular item of that shipment received.

I first went to the void open transactions and voided the vendor invoice. but when I went to the enter/match invoicing window to match the invoice against shipment system didn't pick that shipment because it was already matched to voided invoice.

Someone told me that a shipment can not be unmatched, so go to return that shipment and receive it and again match against the invoice.

I went to return transaction window and started to enter the data in order to return but system gave the message that Qty have been consumed (I think because of invoices to customer issued).

Please suggest the best possible way to handle this so that all financial impacts could be reversed and cost of inventory could be updated appropriately.

Please resolve it.

Best Regards

Rashid Anwar

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Community Member on at

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RE: Merging 2 vendors

Thank you very much Kirk :)

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Community Member on at

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RE: Merging 2 vendors

Bill

Thank you very much. Really great suggestion :)

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KirkLivermont 5,985 on at

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RE: Merging 2 vendors

Bill,

Great suggestion.

The one thing I would like to add is to take a copy of the associated master record notes for both vendors before running the combiner utility. It has been a while since I used the customer combiner but I recall that the notes from only one record (I think the source) are preserved.

Regards,

Kirk

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Bill Campbell 12 on at

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RE: Merging 2 vendors

Good morning,

Since GP2013 ( or sooner ) there is a utility in Purchase >> Utilities call Vendor Combiner and Modifier.

The outcome is that the two vendor details are merged and the system leaves only one record. All records with the old vendor ID are changed - open, work or history, it does not matter.

This is the way to do that task.

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