Dynamics GP
Dynamics GP
Organizer:
- JOSE Organized by
-
-
Clean up duplicate vendors in GP
-
Clean up duplicate vendors in GP
Hello GPUG Community,
Does anyone have any suggestions or a process for doing a vendor clean up in Great Plains?
-
5 Replies
-
For duplicate vendors… there is a pretty cool utility that will combine vendors. You can combine two or more vendors into one. It will combine everything… cards and history. And, there is no way to uncombine later. You’ll want to try it in a test company first.
You can find it here: tools > utilities > purchasing > vendor combiner and modifier.
Good luck!
-
-
Hi Precious,
As to how to identify duplicate vendors, I think it’d be helpful to know for your specific environment what would designate a duplicate vendor? Is there some sort of identifier that would be the same like a tax ID or something? If so, can do a SELECT SomeField,COUNT(*) FROM PM00200 GROUP BY SomeField HAVING COUNT(*)>1 in SQL. From there can do some further querying and determine which vendor ID(s) fall in that same query and then determine which vendor ID you want to keep (combine into). If it’s 2 or more vendor records with same address that could potentially be challenging if you have duplicate vendors with the same address, but entered slightly differently (i.e. 123 East Main St versus 123 E Main Street). Could use the default GP SmartList for Vendors and output to Excel and review/analyze in Excel for which are duplicate and then from there once you have your duplicate vendors identified and which vendor ID out of a group of duplicates/triplicates/etc to keep, then can save to a tab delimited csv/tsv and use that as source for vendor combine in GP.
Let me know if any questions.
Lance
-
-
-
A few other tips for combining master records
- Make sure the vendor you are combining into has all the correct data. For example if they have different payment terms, credit limit or GL accounts you need to ensure the destination vendor has the correct values that you want to use for the 1 vendor going forward.
- The master record combiners do not work with some ISV products. There are some ways around this and is dependent on the ISV’s table structure. I’d be happy to explain further if needed.
- If you are savvy with SQL and have eConnect installed you can execute the combiner with the econnect procedures.
Chris
The discussion ‘Clean up duplicate vendors in GP’ is closed to new replies.
