Financials > Utilities > Miscellaneous > BP merge 

Use this function to transfer entries relating to a Business Partner (source BP) to another Business Partner (destination BP). This process gives rise to an update of the balance.

All the ledgers are impacted by the transfer of movements.

This is only a fusion of accounting movements. No change is applied to the setup or documents awaiting validation.

Before launching the utility for the BPs to be merged, make sure there is no document pending validation.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Entry screen

    Presentation

    Specify the source BP code and destination BP code.

    The matching codes for the original BP with the destination BP are also merged.
    SEEWARNING Upon merging, a processing is run to check if entries exist on closed periods or FYs for the source BP (and selected company/site).In this case, the merging cannot be performed.

    Close

     

    Fields

    The following fields are present on this tab :

    Criteria

    • All companies (field ALLCPY)

    Select this checkbox to include all companies. To run this process for a single company, do not select this checkbox.

    By default the user's company.
    Only the entries for this company will be taken into account for the transfer.

     

    • All sites (field ALLFCY)

    Select this check box to include all sites. To run this process for a single site, leave clear.

    By default the user's site.
    Only the entries for this site will be taken into account for the transfer.
    SEEINFO This site must belong to the company that may have been previously entered.

    Business partners

    To transfer entries from one BP to another, enter or select the code of the BP whose data will be imported.

    Enter or select the code of the BP who will be receiving data.

    Close

     

    Batch task

    This function can be run in batch mode. The standard task ACCBPRMER is provided for that purpose.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation