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?
Solved
Merging Customers
Best answer by Laura03
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.
There is an idea posted ; please vote for it here:
+20Hello
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.
There is an idea posted ; please vote for it here:
Thank you. I will probably do that so no more work can be done under the inactive customer, however that does not help us when we are looking to see the appointment history for this jobsite, because we have to look under both customers.
Thank you. I will probably do that so no more work can be done under the inactive customer, however that does not help us when we are looking to see the appointment history for this jobsite, because we have to look under both customers.
Agree we have seen the need for this same feature. In a Trade working on a construction site building lot with the services going to the builder as the customer and then later when the finished home is sold to the homeowner and that same trade is now performing service or warranty work for the homeowner. The need to track the Lot/Address and the history associated with it becomes important, the owner (Customer) can change over time.
Following this with interest - same story we keep hearing: no native merge, so it becomes a choice between losing traceability (inactivating one record) or living with fragmented history split across two customer numbers, like the jobsite/appointment-history issue MFarnsworth10 and robgriffin00 describe above.
I'm building AcuTidy, a bulk-edit/dedupe tool for Acumatica that works through the standard Connected-app REST/OData API, aimed at exactly this kind of cleanup - flagging likely duplicates and reconciling records safely without touching Acumatica's core. Still pre-launch, but if this is something you deal with regularly I'd like to hear about your situation, and can add you to the beta list.
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