Merging Organizational Records

Rachel Gregory

I am looking through some records for my organization. Company A bought out company B, but company A made a pledge with our organization and the checks that were received for the pledge were made out from company B. I know that I can't soft credit company A in order to pay off their pledge balance. I have thought about writing off the pledge that was made on company A's record and making a note about the buy out of company B; but I do not feel certain since I have not encountered a scenario like this before. Any recommendations on how this should be handled will be most appreciated.

JoAnn Strommen

@Rachel Gregory The payment can be recorded on record of company B and applied to the pledge made by company A. IMO, that's the cleanest. Leaves pledge on original org that made the plege. Credits company paying pledge.

You can SC company A so the payment shows on the record.

As to merging A & B at some point, that depends on your org procedures.