Welcome, Guest
Username: Password: Remember me

TOPIC: Merging Accounts

Merging Accounts #579

  • cparsley
  • cparsley's Avatar
  • OFFLINE
  • Fresh Boarder
  • Posts: 1
  • Karma: 0
When merging two accounts in E-Synergy I noticed that all appeared to go well, requests, documents, contacts all moved from one account to the other. However, sales orders did not move. Does anyone have any insight as to any extra steps needed.

Thanks,

Clint
The administrator has disabled public write access.

Merging Accounts #584

  • nbrown_ITI
  • nbrown_ITI's Avatar
  • OFFLINE
  • Fresh Boarder
  • Posts: 8
  • Karma: 0
If you are using Macola ES then Salesorders always stay with the original Debtor number that they were for. This is also the case for Globe. If you want to merge all the sales history of two accounts then there is a lot more complex action that needs to take place. This such as open invoices, GL transactions, etc.

What back-office system are you using?
Nathan Brown
Director, Implementation
Interactive Technology, Inc
nbrown@inttech.com
+1-704-296-2512
The administrator has disabled public write access.

Merging Accounts #597

  • SLeete
  • SLeete's Avatar
  • OFFLINE
  • Senior Boarder
  • Posts: 54
  • Karma: 0
Another choice is to simply link the accounts as Parent/Child accounts. You then can role up a balance list. Nathan is right, to combine all the financial transaction information is much more difficult. There are actually several numbers that can refer to a customer. Exact e-Synergy uses a number to refer to the account (seen at the top of the account card). There is also a debtor code (seen as a hyperlink in the financial section of the account card). If an e-Synergy account exists in multiple back office databases there could be multiple debtor codes.

Batch 370 spoiler: In the next release of Exact e-Synergy you will be able to move a contact from one company to a different company. For example, Joe leaves XYZ Company to go work for ABC Inc.
Scott Leete
Presales, Principal


Exact Software North America LLC

T +1 407 602 6088
F +1 866 544 5456
scott.leete@exact.com
http://www.exact.com
The administrator has disabled public write access.
Time to create page: 0.031 seconds
Powered by Kunena Forum  Protected by R Antispam