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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / D365F&O - Merge two ve...
Supply chain | Supply Chain Management, Commerce
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D365F&O - Merge two vendor accounts in the same legal entity

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Posted on by PT-01100339-0 43
Edit: I've editted the content due to some conflicts between title and content.
 
Hi!!
 
I have read this post about merging two customer records in the same legal entity: Merge duplicate customer or vendor records - Business Central | Microsoft Learn. It's said that "The steps are similar for a vendor and contact cards."
 
There is a case when two vendor accounts are duplicated (maybe two staff created the same vendor information) 
I try to find the "Merge" function in the vendor page, but there's no merge button.
 
Is there anyone working on this function? Thank you so much !!!
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Supply Chain Management
  • PT-01100339-0 Profile Picture
    PT-01100339-0 43 on at
    D365F&O - Merge two vendor accounts in the same legal entity
    Thank you Martin for the valuable information.
     
    Thank you Fasih! The problem is clear now!!!

    Thank you guys so much!!
  • Verified answer
    Fasih Profile Picture
    Fasih 178 on at
    D365F&O - Merge two vendor accounts in the same legal entity
    Hi,
     
    In Dynamics 365 Finance and Operations (D365 F&O), there is NO direct functionality to "merge" two vendors in the same legal entity.
     
    If you are were trying to merge two vendors across different legal entities, it could be made possible by assigning both of them to the same Party resulting in a merger of both of them.
     
    But as you told, you have two vendors added in the same legal entity then there is a workaround to resolve your issue as below:
     
    1. If the second vendor account has no transactions yet, delete that vendor.
     
    2. If both the vendors have transactions and data, then you can consolidate or reassign the vendor data into one of them by performing several steps manually. This typically involves ensuring that all relevant transactions, vendor balances, and data from one vendor are moved over to the other vendor, and then deactivate/delete the 2nd vendor.
     
    Hope this satisfies your question in detail. Feel free to ask if you have any  further questions.
     
    Regards
     
  • Martin Dráb Profile Picture
    Martin Dráb 229,623 Most Valuable Professional on at
    D365F&O - Merge two vendor accounts in the same legal entity
    The Maintain workload duplicate records duty is related to warehouse management workloads, not to vendors.
  • PT-01100339-0 Profile Picture
    PT-01100339-0 43 on at
    D365F&O - Merge two vendor accounts in the same legal entity
    Hi,
     
    Sorry for the confusion. I've editted the post.
     
    I will describe it again here.
     
    I want to merge two vendor accounts having the same information. This problem may come from two staff created the same vendor information in the system.
     
    Maybe we can simply delete one if it has no transaction. However, I want to merge it (if we can).
     
     
    I've check the system, and there is one role called "Workload administrator" whose duty is to "Maintain workload duplicate records". I've assign this role to my user and expected the "Merge" button may appear. However, there is no different before and after I add new role to user.
     
    I'm quite new to the system, so there may be some mistake/ misleading about the system functionality. Feel free to point out!!!
     
    Thank you guys so much!!!!!
     
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,986 Super User 2024 Season 2 on at
    D365F&O - Merge two vendor accounts in the same legal entity
    Hi,
     
     
    I'm making an assumption that you can't find the merge button (try to find). However, I do agree with Martin that your question is confusing. We don't know which solution you are using as you are mixing BC and F&O in one post. The word failed can also mean a lot. Please be more specific.
    In case you are using Dynamics 365 F&O, then there is no merge option for vendors in the same legal entity. In case you don't have transactions on one vendor, you can delete the record or reuse it for another new vendor in the future. If you have transactions, you can block the vendor for new invoices.
  • Martin Dráb Profile Picture
    Martin Dráb 229,623 Most Valuable Professional on at
    D365F&O - Merge two vendor accounts in the same legal entity
    The title says that your question is about F&O but the documentation page is about Business Central. Please clarify which product you're using and then tell us more about the problem than mere "it's failed".

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