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Dear community,
what is the procedure to change Customer/Vendor Name in GP?
What possible impact it could have on history of account?
Is there the way to change Customer/Vendor name that all history goes to this account?
What could be possible impact?
Thanks
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Hi Kirk,
thank you for this helpful info.
I have a question:
we want to change the Vendor description.
We want to see the history under the old name and going forward under the new name.
I think field ORMSTRNM is doing exactly this.
But when I go to vendor card, I don't see the old name.
If there any way to see on this card the history of changing names?
The same question for Customer.
Thanks
Larisa
Hi Jeffrey,
thank you for this helpful info.
I have a question:
we want to change the Vendor description.
We want to see the history under the old name and going forward under the new name.
I think field ORMSTRNM is doing exactly this.
But when I go to vendor card, I don't see the old name.
If there any way to see on this card the history of changing names?
Thanks
Larisa
If you only want to change a customer name just change it but leave the ID alone.
I believe historical invoices printed from GP will reflect the new company name if reprinted.
Kirk
Hi Laruchik
With Dynamics GP 2013 you can use the Customer Combiner/modifier or the Vendor Combiner/Modifier
Microsoft Dynamics GP > Tools > Utilities > Sales or Purchasing
Both utilities work the same way where you enter the Source Customer/Vendor and then the Destination Customer/Vendor
This utility will move the history for the old number to the new number. You must have SQL admin rights to use this utility.
If you have multiple customers or vendors to perform this on, you can create a spreadsheet that has the old number in one column and the new number in a second column.
As always try this in a test environment first and before starting it in production make sure you have a good backup.
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Almas Mahfooz
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