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Dear all
I have two vendors in my ax, actually both are same
now one vendor has credit balance and ther other one has debit balance
i want to merge both of them in terms of merging their balances or to merge them in a way that it becomes one vendor. I mean, i can transfer the balance from one vendor to ther other and thus making one vendor balance 0
Please help
Regards
Yousaf
Hi Muhammad,
Thanks for the feedback.
If your question has been answered then please be so kind and verify it to let also other community members know who run into similar issues.
Many thanks for your support and best regards,
Ludwig
okay
thank you dear Dr.
Hello Yousaf,
There is a standard functionality to transfer customer / vendor balances if a customer is also a vendor and if both records are linked with each other.
For a duplicate vendor setup there is, however, no standard functionality and the only way to get the balance transferred is manually.
Best regards,
Ludwig
Thank you Mr. Ludwig,
But i was willing to do this through any systemetic way. General Journal adjustment is ultimate way but if there could be a system provision
Regards
Yousaf
Hi Yousaf,
The balance transfer that you referred to requires a manual adjustment posting that you can do for example in a GL journal.
Once that is done you can put the vendor that shall not be used any longer on hold for all transactions.
Best regards,
Ludwig
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