{"id":12333,"date":"2018-03-29T00:07:29","date_gmt":"2018-03-29T05:07:29","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=12333"},"modified":"2019-08-06T09:15:36","modified_gmt":"2019-08-06T09:15:36","slug":"how-to-merge-business-partners-bp-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2018\/03\/29\/how-to-merge-business-partners-bp-in-sage-x3\/","title":{"rendered":"How to Merge Business Partners (BP) in Sage X3"},"content":{"rendered":"<p style=\"text-align: justify;\">Many a times, the user creates 2 similar business partners in Sage X3 instead of 1 business partner, this results in 2 separate entities in all the related inquiries or reports. In such cases, Sage X3 provides BP Merge functionality which allows two BP accounts to be merged together, which will automatically transfer all the transactions\/balances from one BP to another.<\/p>\n<p style=\"text-align: justify;\">The BP Merge function can be used to transfer postings related to a Business Partner (Source) to another Business Partner (Destination).<\/p>\n<p><em><strong>Read More:<\/strong><\/em> <a href=\"https:\/\/www.greytrix.com\/africa\/product\/sage-solutions\/sage-x3\" target=\"_blank\" rel=\"noopener noreferrer\">Sage X3 for Africa Countries<\/a><\/p>\n<p style=\"text-align: justify;\">Below are two examples of a customer inquiry for two different Business partners, prior to using the BP Merge function.<\/p>\n<p><strong>Navigation: Common Data \u2192\u00a0<\/strong><strong>Customer \u2192\u00a0<\/strong><strong>BP situation (right list<\/strong><strong>)<\/strong><\/p>\n<p><strong><u>Business Partner 1:<\/u><\/strong><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/business-partner-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-12335\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/business-partner-1.png\" alt=\"business partner\" width=\"587\" height=\"303\" \/><\/a><\/p>\n<p><strong><u>Business Partner 2:<\/u><\/strong><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/business-partner-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-12336\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/business-partner-2.png\" alt=\"business partner\" width=\"590\" height=\"239\" \/><\/a><\/p>\n<p><strong>Now we will merge<\/strong> <strong>the balances of both customers to a single account:<\/strong><\/p>\n<p><strong>Steps:<\/strong><\/p>\n<ul>\n<li><strong>Navigate to <\/strong>Financials \u2192 Utilities \u2192 Miscellaneous \u2192 BP Merge<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12337\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/merge-business-partners.png\" alt=\"merge business partners\" width=\"550\" height=\"182\" \/><\/p>\n<ul>\n<li>Select the company and site criteria.<\/li>\n<li>Transactions related to the above specified criteria will be merged.<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\"><strong>Source BP-<\/strong> Is the BP for which you want to transfer the transactions\u00a0FROM<\/p>\n<p style=\"padding-left: 60px;\"><strong>Destination BP-<\/strong> Is the BP for which you want to transfer the transactions\u00a0TO.<\/p>\n<ul>\n<li>Click <strong>\u2018Ok\u2019<\/strong>.<\/li>\n<li>System generates Log for after successful operation. If there is any issue during the process it is traced in the log.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/log-reading.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-12338\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/03\/log-reading.png\" alt=\"log reading\" width=\"550\" height=\"307\" \/><\/a><\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>Many a times, the user creates 2 similar business partners in Sage X3 instead of 1 business partner, this results in 2 separate entities in all the related inquiries or reports. In such cases, Sage X3 provides BP Merge functionality which allows two BP accounts to be merged together, which will automatically transfer all the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2018\/03\/29\/how-to-merge-business-partners-bp-in-sage-x3\/\">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":[4,9],"tags":[224,238,1274,1275,1766,1822,2515,1903,1931,1942,1945],"class_list":["post-12333","post","type-post","status-publish","format-standard","hentry","category-faq","category-sage-x3-consulting","tag-bp-merge","tag-business-partners","tag-merge-business-partners-in-sage-x3","tag-merge-function","tag-sage-enterprise-management-blogs","tag-sage-x3","tag-sage-x3-in-africa","tag-sage-x3-kenya","tag-sage-x3-software-companies-in-kenya","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/12333","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=12333"}],"version-history":[{"count":8,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/12333\/revisions"}],"predecessor-version":[{"id":17987,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/12333\/revisions\/17987"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=12333"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=12333"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=12333"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}