Merging Vendors
You use the Merge Vendors option in the 4-4 Vendors window to merge two vendor records.
Before merging vendor records
The merge process does not create a new merged vendor record, and it does not update fields (such as the address, contact information, and so on) in the "to" record. It simply transfers the records and references (such as invoices, purchase orders, subcontracts, and so on) associated with one vendor record to another vendor record.
Therefore, before merging vendor records, examine both records carefully, and decide which of the two records you want to keep.
Important! You must be logged in with Administrator rights and exclusive access to merge records.
To merge two vendor records:
- Open the 4-4-Vendors window.
- (Optional) Display the vendor record you plan to transfer information from.
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Click > .
In the Merge Vendors window that appears:
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In the Transfer all records and references from vendor box, enter the vendor record from which you are transferring information, if it is not already displayed.
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In the To vendor box, enter the vendor record to which you are transferring information.
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Click [].
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Click [Yes] at the message asking whether you want to continue the merge process.
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Sage 100 Contractor then:
- Adds the "from" vendor's beginning and current balances to the "to" vendor's balances, and clears the balances from the "from" vendor.
- Sets the "from" vendor record inactive.