Merge duplicate vendor

Sabrina Wong

Hi Does NXT still have the merger duplicate vendors function? Thanks

Kevin Brazell

@Sabrina Wong No, if you look at this KB : Total Web Solution - Out of Scope
There is a section on all the Merge Functions :
Merge Records

• With accurate duplicate vendor checking, we hope to avoid any accidental creations of duplicate vendors with which you’d need to merge. If a duplicate vendor record is somehow created due to a difference in spelling or vendor ID (depending on your settings being checked), we do have options to correct any invoices/payments made to the duplicate vendor.
  • If the transactions were NOT posted to General Ledger, you can delete the invoice/void the payment and recreate them on the correct vendor record.
  • If the items were posted to General Ledger, you can mark the duplicate vendor as ‘inactive’, recreate the transactions on the correct vendor record, and set them to ‘do not post’ to avoid reconciliation issues. This will ensure that your AP reports show accurately for the Vendor in question (excluding inactive vendors) while not duplicating any General Ledger postings/account distribution.
  • You also have the option to void and purge the posted payment, if applicable, and re-record the payment on the appropriate vendor record, as well.
    
    
    
    Essentially, at the moment their plan is not to bring merging forward. Now at the top of the page they note adding ideas for anything listed in the KB for future consideration. I'd see if someone has asked that yet on the idea bank. If not, it's worth suggesting.
    

Michelle Nielsen

@Kevin Brazell?

Robin Arwood

@Kevin Brazell I have voted for all the suggestions to bring back Merge Duplicate Vendors. There are other reasons vendors may need to be merged, besides them slipping through the duplicate vendor check. The fact that an accounting system wants us to manually do merging of records is ridiculous in this day and age of technology and is rife with internal control issues. I still can't believe that not bringing this over to NXT was not only considered but accepted. This is a huge fail on Blackbaud's part.