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How to Duplicate Suppliers and Customers in Sage X3?

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How to Duplicate Suppliers and Customers in Sage X3?

Did someone create another business partner while there was already one existing? So, you have one business partner existing twice with different names?
To make it worse, both business partners have balances on them while ideally, that balance should be one.
Having duplicate business partner entries with different names suggests a potential oversight or error in the data entry process. This situation can complicate financial reporting and reconciliation efforts. It’s imperative to rectify this discrepancy promptly to avoid further confusion and ensure accurate accounting records. Consolidating the duplicate entries and reconciling the balances will help restore integrity to the financial data and prevent future discrepancies.
For Instance, a case example of the below bp OTI Africa.
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KSI007 balance
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KSI008 Balance
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You already are looking so worried now. But worry no more because we have a solution for you.
The BP merge function.
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The BP merge function will allow you merge these two BPs balances into one, and get your accounting easier.
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Enter the Source BP and the Target BP. The Target BP is the BP that you want to maintain.
Then click on OK.
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The system will generate a log file showing that it has moved the balance of KSI008 into KSI007
And if you check the BP balances of the two, you will see the difference in the bp balances.
KSI007 Balance
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KSI008 Balance
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Congratulations! You just merged the BP balances into one.
You can now deactivate the duplicated BP.

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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.

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