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One of our vendors has changed his business name giving undertaking to transfer his balance to new account. Now the issue is how can we transfer his balance so that open items are transferred as open items in new account enabling us to process open items in new business account ledger.
Please send the reply to my email as well
If it's only about the name, you can simply change the name of the vendor in the Vendors form. Did something else change too?
Hello Amir,
You can directly use a bridge account to transfer the balance from old vendor account to new vendor account in general ledger.
Eg. Dr old vendor account
Cr bridge account
Dr bridge account
Cr new vendor account
Hi Amir,
Please be sure to check legal requirements before changing this.
If it is only a name change in most countries it is sufficient to just change the name, if the identification has changed (like VAT number or Chamber of commerce or other ID's), it is recommended to create a new vendor.
You are right we have changed the name for two reasons one its a legal requirement and second by renaming the vendor we will lose the history.
My questions stands unanswered, all I want is to transfer the open items from the old account to the new account without passing any manual entry rather that should be done through system. what is the way
Hello,
For the latest version, D365FO does not have any feature to transfer balance from one vendor to another vendor. You need to manually do it.
What do you mean open items? Open PO? You need to invoice them as old vendor and then transfer balance, or change the invoice account to new vendor on the order.
What do you mean by losing history if you rename the vendor? All purchase orders, vendor invoices etc store the vendor name when they are created. These old records won't change if you change the vendor name. Can you share some specific scenario where you are afraid of losing historical data?
If your vendor still has the same VAT number, you might not be able to create a second vendor with that same number.
Presently we are not using the feature of PO in AX rather we use direct invoicing feature in the system. Now that we have about 63 open items related to liability and advance and we want them in the new vendor account enabling us to process open items through new vendor account.
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