Customer Combiner Utility

 

The customer combiner utility is used to combine an existing customer to another existing customer, the source customer is removed from the system while summary information are recalculated for the destination customer, and here’s a detailed illustration of what happens.

1- Customer Card

The two customer apparently have different details in customer card, which can be categorized as below;

• Informational Fields (name, short name, address, country, city, payment terms …etc.)
• Accounts (AR, Sales, Cost of Sales …etc.)
• Options (Credit Limit, Maximum Write off, Minimum Payment, Rate type, statement cycle ..etc. )

All the details of the source customer are removed from the system, while the destination customer card is remained as is.

For instance, credit limit of the destination is not updated to be the sum of both, and the same as well for all definition fields.

Note:

If the two customers are assigned to different currencies, you will not be able to combine them unless both of them are assigned to the same currency.

2- Customer Summary

The summary information (RM00103) are updated for the destination customer to be the sum of both such as (Customer Balance, Aging per amount, Total sales LTD, YTD… etc.)

 

3- Customer Transactions

All the transactions’ details are kept the same with no update on any of the fields. Only the Customer ID field of the source customer is updated with the id of the destination customer.

In this essence, the destination customer will have the balance of both (as shown above) and the unapplied amount (current transaction amount) of both as well.

 

Best Regards,
Mahmoud M. AlSaadi