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TOPIC: Merging Accounts

Merging Accounts #579

  • cparsley
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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.


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Merging Accounts #584

  • nbrown_ITI
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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
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Merging Accounts #597

  • SLeete
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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

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