{"id":810,"date":"2012-06-02T08:18:46","date_gmt":"2012-06-02T08:18:46","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=810"},"modified":"2025-01-15T05:56:36","modified_gmt":"2025-01-15T05:56:36","slug":"customer-number-merge-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2012\/06\/02\/customer-number-merge-in-sage-300-erp\/","title":{"rendered":"Customer Number Merge in Sage 300 ERP"},"content":{"rendered":"<p>In our earlier blog we discussed about the Customer Number change feature, now lets see how customer number merge works in Sage (Accpac) 300 ERP in a similar situation like migration.<\/p>\n<p style=\"text-align: center;\"><a title=\"Customer Number Change in Sage 300 ERP\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2012\/06\/02\/customer-number-change-in-sage-300-erp\/\" target=\"_blank\" rel=\"noopener\">Customer Number Change in Sage 300 ERP<\/a><\/p>\n<p style=\"text-align: left;\">We will now see the &#8216;Combine&#8217; option under the Customer Number Change utility found in the AR module.\u00a0The \u2018Combine\u2019 option allows two or more Customers to be combined or we can say \u2018merged\u2019 into a single target Customer. The target must be a customer existing in Sage (Accpac) 300 ERP . Customers are not created during the Combine process. The entire source Customer\u2019s data records, including account balances, history and transactions will be merged into the existing or target Customer\u2019s account. The source Customer Number is then permanently removed from the Sage ERP Accpac system.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2012\/06\/011.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-811\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2012\/06\/011.jpg\" alt=\"\" width=\"602\" height=\"406\" \/><\/a><br \/>\nLet\u2019s look at an example as shown in screenshot in which the client wanted to keep single Customer say \u2018ESSAY INFOTECH\u2019 from two customers from his source ERP which are \u2018ESSAY SOFTAWARES and \u2018ESSAY INFOTECH\u2019. So we would follow the below procedure to merge the customer code \u20185001\u2019 into \u20185002\u2019<br \/>\n1. Choose combine option from the action box on the new window.<br \/>\n2. In the Combine box, choose the customer number which you wish to combine into the final or target Customer Number. This can be done by typing in the Customer Number, moving through the list of Customer Numbers using the Up and Down Arrow keys, or choosing on the List Button and selecting the Customer Number. Here we have selected customer code \u20185001\u2019. Once the Customer Number has been chosen, the corresponding Short Name and Customer Name are displayed in the appropriate fields.<br \/>\n3. In the \u2018In To\u2019 box, type\/ select the target Customer Number, that should consist of the combined information. Here we have selected Customer code \u20185002\u2019. Also, within the \u2018In To\u2019 box the displayed Short Name and Customer Name can be edited if so required.<br \/>\n4. Once you are satisfied with the information, choose the OK button to add this entry to the Change List. Choose Cancel to discard the current change entry.<br \/>\nThus, we can merge or combine two or more customers into one Customer for Sage (Accpac) 300 ERP . These and other helpful features make Sage (Accpac) 300 ERP a preferred ERP by small and medium sized businesses\u00a0to migrate.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our earlier blog we discussed about the Customer Number change feature, now lets see how customer number merge works in Sage (Accpac) 300 ERP in a similar situation like migration. Customer Number Change in Sage 300 ERP We will now see the &#8216;Combine&#8217; option under the Customer Number Change utility found in the AR\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2012\/06\/02\/customer-number-merge-in-sage-300-erp\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[480,647,1586],"class_list":["post-810","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-combine","tag-customer","tag-merge"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customer Number Merge in Sage 300 ERP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2012\/06\/02\/customer-number-merge-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Number Merge in Sage 300 ERP\" \/>\n<meta property=\"og:description\" content=\"In our earlier blog we discussed about the Customer Number change feature, now lets see how customer number merge works in Sage (Accpac) 300 ERP in a similar situation like migration. 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