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Merging repeat Business Partners in B1

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!

replied

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

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