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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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Merge records with Combiner

PSTL includes several Combiner functions that can merge records together; for example, if a duplicate customer record has been created for a returning customer, instead of the existing customer being reused, or two customers being merged, Customer Combiner can be used to combine these records together into one without losing any history.

How to do it...

To combine Pacific Digital into Aaron Fitz Electrical using Customer Combiner, perform the following steps:

  1. Open PSTL and select Customer Combiner from Sales Tools.
  2. Click on Next.
    How to do it...
  3. In the Starting Customer Number field, enter PACIFICD0001.
  4. In the Combined Into Customer Number ...

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