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One of the most interesting features that was introduced recently is to merge duplicate records for; customers, vendors or contacts in Business Central. This feature was not available in Dynamics NAV, and it was widely reqeusted on Microsoft Ideas
Merge Duplicates Permissions
In order to be able to use the merge function, you need to have the “Merge Duplicates” permission set, which is illustrated below:
Merge Duplicate Customers
Supposing that there are two duplicate customers on the customer list due to some end user mistake, and transactions have been posted to both. One of the customer will be considered as the “primary” customer which master data will remain active, while the other customer will be cosndiered as a “secondary” customer.
As illustrated above, the customer 2000 has the biggest balance, while customer 90000 has one incorrect transaction which will be merged. In this case, the customers are classified as below:
On the customer list, open the customer card which you want to merge the duplicate customer data into. On the customer card, click on “Actions” > “Functions” > “Merge With”
In other words, open the “primary” customer card, which master information will remain by default
Once you click on the “Merge With” function, the merge duplicate form will open up with two basic information: Current Customer and Merge With
The current customer is the “Primary Customer” which master data will remain by default unless the “override” checkbox is checked.
On the bottom of the merge function, the “related tables” which will be affected by this process are presented, it is important to look any potential “conflicts” that may arise due to this merge.
Upon finalizing the above, click on “Merge”. The system will pop up a warning that this processed can not be undone.
Customer Ledger Entries
Upon finalizing the merge function, the system will merge customer ledger entries together under the currency customer ( primary ) and increase the balance accordingly.
This includes all associated transactional tables such as: shipment, invoices, customer ledger entries, detailed customer ledger entries ( apply ) , and most importantly the GL/ Entry.
The merge funcitonality supports customers, vendors and contacts. On any of the mentioned cards, click on “Actions” > “Functions” > “Merge With” function and the same concept above applies to all.
Merging customers doesn’t merge associated contacts as it is a different process.
Mahmoud M. AlSaadi
Business Applications communities