- [Instructor] Dynamics GP has a feature
to merge together Vendors or Customers
in cases where you've duplicated your Vendor,
you've duplicated your Customer,
perhaps a previous employee had entered it already
and another employee doesn't realize it already exists,
they didn't check carefully enough and they went ahead,
they created a new Vendor where one already existed.
You can merge these together and that feature is found
under the Utilities menu
in both Purchasing and Sales.
Let's take a look, but before we do so,
I want you to see this little CSV file that I created.
I'm going to open it with Notepad.
I've specified two Vendor IDs, Ace Travel and Advanced.
And those are there because I'm going to use this file
as my source for the merge.
Usually, you're creating a file
when you're doing more than one Vendor.
You may have a long list in Excel.
You know, take all of these Vendor IDs
and merge them into all of these other Vendor IDs.
In that case, you'd want to use one of these CSV files.
So, I included that in my example.
Okay, under the Utilities menu,
you see there is a feature for Vendor Combiner and Modifier.
Under the Sales series, Utilities menu,
again, Customer Combiner and Modifier.
They work the same way,
and they look extremely similar.
So, I can point to my file
and I can click that "Validate" button
in which case, it will produce a report
to show me that there's either a problem
or there's no problem, okay?
In this case, it found a problem.
It says the Source Vendor ID is not found.
So, that is probably because
something is wrong with the file layout.
And we can change that if we go
to that CSV and we'll open that up,
and maybe it doesn't want the quotes.
Let's save it and see if we can validate it at this point.
Now, it's successful!
So, that's what that "Validate" button is for,
to verify your file.
Once it's been verified, it reads it in.
So, if you had a long file, it would read all that in,
you wouldn't have to key it in or look it up.
If you wanted to add more, you can hit the "Look Up" here
and start selecting Vendors that you want to combine.
So, all I have to do is hit the "Process" button.
It's warning you to make sure you back-up your system
before you do this because it is making a change
to a lot of different tables.
It produces a report that shows you
that it did it successfully.
And now if you go to your Vendor cards,
and you look up Ace Travel and Advanced,
it will have combined all of the data.
All of it's in Advanced because Ace Travel is now gone.
I only have Advanced and all of the documents
for Ace Travel are now part of Advanced.
That's how you use the Vendor or Customer Combiner feature.