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Combine Vendors in Microsoft Dynamics GP

Case happens where user has created a new Vendor in Vendor Maintenance and later found out there is another same Vendor being created earlier in the vendor database with different Vendor ID, when you try to remove the newly created Vendor from database then realised both Vendor had transactions recorded and posted. 

The only way now is to combine both same Vendor into 1 Vendor ID, using Dynamics GP's "Vendor Combiner and Modifier".

Path: MSDGP > Tools > Utilities > Purchasing > Vendor Combiner and Modifier

As these process will make changes in your company database, take note that:

     1.  You must log in as "sa" or "DYNSA".
     2.  All users need to log out from Microsoft Dynamics GP.
     3.  Make a backup of your database in case you make a mistake or something goes wrong, you still have previous copy to restore.


To Combine Vendor ID
      i.     Select the [Vendor Combiner] from the option.
      ii.    Enter the Vendor ID that you need to combine to in "Source Vendor ID". This Vendor ID is removed from the system after the process is run and all records from this vendor will be combined into the Destination Vendor ID.
      iii.    Enter the Vendor ID that you need to maintain in "Destination Vendor ID". 
      iv.    Select [Process] to proceed.
      v.     Once the process is complete, a report will be printed. It is recommended to keep the report for future reference.

The source vendor ID should have removed now once the process is done. Work, open and history records are combined to the destination vendor ID.

By using the [Vendor Modifier] option, you may also change the Vendor ID without creating new Vendor ID and also recreating the Open Documents that sitting under it.

To Modify Vendor ID
      i.    Select the [Vendor Modifier] from the option.
      ii.    Enter the Vendor ID that you need to Modify to in "Source Vendor ID". This Vendor ID is removed from the system after the process is run and all records from this vendor will be combined into the Destination Vendor ID.
      iii.    Enter the new Vendor ID that you need to reflect in "Destination Vendor ID". 
      iv.    Select [Process] to proceed.
      v.   Once the process is complete, a report will be printed. It is recommended to keep the report for future reference.

To perform using Import function
If you need to combine a large set of vendors, you can use the import file function. 
      i.    You will need to create a two column Excel sheet with the first column being the Source Vendor ID, and the second column being the Destination Vendor ID, make sure there is no HEADER in the file. 
      ii.    Save this file as a .CSV file. 
      iii.    Select [Validate] to perform validation. 
      iv.    If the data meets the requirement, a message will pop up and user may to proceed on select [Process].

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Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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