We have two different customer numbers set up for the same job location. (One under the old owner name and one under the new owner name) Both have have history so we cannot make one inactive or delete it. Is there a way to merge the two customers together?
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Merging Customers
Best answer by Laura02
Hello
Current versions of Acumatica have no “merge customers” feature. You mention the customers have history. Does either customer have a current balance of $0? If one customer has a $0 balance and no open documents, that customer can be inactivated and their history will remain in the database. Inactivating a customer prohibits new transactions from being posted to that customer.
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