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.
The BP Merge function can be used to transfer postings related to a Business Partner (Source) to another Business Partner (Destination).
Below are two examples of a customer inquiry for two different Business partners, prior to using the BP Merge function.
Navigation: Common Data → Customer → BP situation (right list)
Business Partner 1:
Business Partner 2:
Now we will merge the balances of both customers to a single account:
- Navigate to Financials → Utilities → Miscellaneous → BP Merge
- Select the company and site criteria.
- Transactions related to the above specified criteria will be merged.
Source BP- Is the BP for which you want to transfer the transactions FROM
Destination BP- Is the BP for which you want to transfer the transactions TO.
- Click ‘Ok’.
- System generates Log for after successful operation. If there is any issue during the process it is traced in the log.