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Merge contacts for netting companies

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Posted on by AA-04070903-0

Hello,

Could you please advise how to merge two contacts (vendor and customer) , so only one will be shown in as vendor contact and customer contact? At this point, when i use function ''merge with'', i get only one contact linked to vendor either customer, not to both of them.

thank you!

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Dynamics 365 Business Central

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YUN ZHU 85,289 Super User 2025 Season 1 on at

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Merge contacts for netting companies

Hi, as far as I know this is not possible as of now. We can only consolidate their balance.

More details.

Business Central 2022 wave 1 (BC20) new features: Consolidate customer and vendor balances (For the company that is both customer and vendor)

https://yzhums.com/23556/

Of course you can consider customization. I think customization should be possible.

Hope this helps.

Thanks.

ZHU
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Jun Wang 7,761 Super User 2025 Season 1 on at

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Merge contacts for netting companies

this seems to be normal BC behavior and it allows user to merge contact for either vendors or customers but to both.
AA-04070903-0 6 on at

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Merge contacts for netting companies

Kaspars, thank you for the answer, but unfortunately these topics do not help me. They suggest to create a new vendor/customer cards, but if I already have them? Or it is not possible to do this with already existing cards?
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KasparsSemjonovs 4,403 Super User 2025 Season 1 on at

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Merge contacts for netting companies

Please look at this:
Consolidate customer and vendor balances - Dynamics 365 Release Plan | Microsoft Learn

Or already previously answered similar question:
Solved: Can you link a customer and a vendor record (dynamics.com)