Merging Accounts vs. Deleting Accounts

EBMS does not allow a user to delete an account that contains transactions. It is recommended that accounts be merged rather than deleted where possible.  Merging accounts will minimize the number of inactive records.

Accounts should be merged when a duplicate account was mistakenly created.  EBMS allows accounts such as customers, venders, inventory items, general ledger, task types, inventory warehouses, and sales tax rates can be merged.  Documents such as invoices, journal entries, inventory transfers, and other transaction documents cannot be merged.

Change ID ERP Support Training

Complete the following steps to merge an account:

1. Open the target account that will receive the history from the merged account.
   

2. Right click on the account ID and select Merge...Accounts  to open the following dialog:
   

3. Select an account to delete. Note that the history will be copied to the account receiving history, but the account details on the account to delete will be permanently deleted.

4. Click the Merge button to complete the merge. Please not that this merge cannot be deleted or reversed.

Batch Merging

EBMS offers and additional utility to batch merge product items and general ledger accounts.  Review the following for more details on changing items using a spreadsheet:

• Customers: Review [Sales] Customers > Changing IDs or Merging Customers to merge customers
• Vendors: Review []Financials] Vendors > Changing Ids or Merging Vendors to merge vendors
• Products:  Review [Inventory] Product Catalog > Changing Ids or Merging Items for steps to merge products in a batch.
• General Ledger accounts:  Review [Financials] Chart of Accounts > Changing, Merging, or Moving an Account to Another Folder for details on this batch process.

Note that workers and jobs cannot be merged.