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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Synchronization beetwe...
Small and medium business | Business Central, N...
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Synchronization beetwen Vendor and Customer while linking them with contact

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Posted on by AntonioKD 315

Hello everyone! 

I have one question. While linking Customer and Vendor card with Contacts using "Link with existing " function I can see, thta for example when I link them from Customer's Contact, then Vendor Card and its Contact Card is synchronized with data from Customer, like Address, Name etc.
In most cases this data will be the same for Customers and Vendors that we want to link with contact but sometimes data can nbe different. Can we turn off such a synchronization?
This case is in BC 17.2 but maybe something change in latest versions? 

Thank you in advance!

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Synchronization beetwen Vendor and Customer while linking them with contact

    Have you looked into this functionality?

    learn.microsoft.com/.../consolidate-customer-vendor-balances

  • NavNab Profile Picture
    NavNab 4 on at
    RE: Synchronization beetwen Vendor and Customer while linking them with contact

    I believe you need to customize this behavior.

    If you're a developer I suggest you check codeunits "CustCont-Update" and "VendCont-Update". Otherwise, contact your BC partner.

  • AntonioKD Profile Picture
    AntonioKD 315 on at
    RE: Synchronization beetwen Vendor and Customer while linking them with contact

    Hello! Thank you for your answer but it is not about copying specific information from contact companies to contact persons. It is about copying specific information to VENDOR/CUSTOMER card

    Here is the example.

    I have Vendor 1000 with name XYZ which has Address - London 123. This Vendor has Contact with number also 1000, Name XYZ and address London 123.

    On the other side I have a Customer 2000 which has name XYZ - CUST and Address London 321. This Customer has Contact with number 2000, Name XYZ - CUST and address London 321.

    When I want to link these two Customer and Vendor with a contact to run "Net Vendor/Customer balances" on Payment Journal and link them for example from Customer Contact, Vendor will be modified with data from customer, so the vendor will have name XYZ - CUST, address London 321 and also his contact.

    Can we turn off such a synchronization?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,296 Super User 2024 Season 2 on at
    RE: Synchronization beetwen Vendor and Customer while linking them with contact

    Hi, hope the following helps as well.

    Automatically Copying Specific Information from Contact Companies to Contact Persons:

    https://learn.microsoft.com/en-ca/dynamics365/business-central/marketing-setup-marketing#automatically-copying-specific-information-from-contact-companies-to-contact-persons

    pastedimage1675990191213v1.png

    Thanks.

    ZHU

  • Suggested answer
    NavNab Profile Picture
    NavNab 4 on at
    RE: Synchronization beetwen Vendor and Customer while linking them with contact

    The sync system is linked to Contact card.

    You can check "Inheritance" options in "marketing setup"

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