Merging repeat Business Partners in B1

[Former Member]

Is there a simple way for users to merge redundant Business Partners in SAP B1, where related items to both records (quotes, activities, etc...) are all linked to the one record?

Thank you!

[K_Pauquet · Accepted solution]

Hi Randi,

you could group all the redundant BPs into one group & be hence able to exclude them from apprearing in the choose from lists.

If any of these redundant ones still have open documents that did not create a journal entry, such a s a sales order, simply call up the SO rightclick on the header & select 'close'.

Should there still be a balance on the BP account balances, you will need to speak with the accountant & decide where to post these balances. The multi BP reconciliation functionality will be useful here.

If you have a lot of redundant data in the db, maybe you would consider creating a new db using copy express & just taking over the active BPs & Items. You will, however need to import open documents using another method, e.g. DTW.

All the best,

Kerstin

[Former Member]

Thank you for the replies Gordon...

That is what I was afraid of... How unfortunate.

Hopefully a BP merge feature is something that is being worked on by the designers at SAP, as it would be extremely useful!

Thanks again!

Edited by: Randy Brown on Sep 26, 2008 2:04 AM

[Former Member]

You could try linking them using consolidating BP functionality, which means any new documents created will go on the one statement, or just make the old ones inactive so they can't be used.

In 2007A, there is functionality to reconcile multiple business partners together which may help to move the balances between the accounts?

[Former Member]

What is the recommended best practice for administrators to use when merging these duplicates?

[Former Member]

There is no best way to do it. My recommendation is:

1. If there is not many transactions, reverse all duplicate BP transactions and redo every single one of them into the BP you intend to keep.

2. If you have too many, then just try a cut off date to put all others' balances to one BP.

Thanks,

Gordon

[Former Member]

Hi Randy,

As of now, there is no such provision ready to save your headache. For better business process, check it often in B1 to avoid any duplicate BP creation from very beginning.

Thanks,

Gordon