Customer Merge
Posted: Fri Sep 19, 2008 4:37 am
Hi,
Can any one help regarding Customer Party merge:
I want to merge the party as a site (with same name) to another Party,
when I tried Party is merging as a separate account in another party. This I did from Party merge and then I went to Accout merge then only the account is merging as site.
In case of merge is it capture all history like Closed / Open Invoices & Sales Orders.
Please let me know if any precausions to be taken before merging.
cheers
nagaramesh
Can any one help regarding Customer Party merge:
I want to merge the party as a site (with same name) to another Party,
when I tried Party is merging as a separate account in another party. This I did from Party merge and then I went to Accout merge then only the account is merging as site.
In case of merge is it capture all history like Closed / Open Invoices & Sales Orders.
Please let me know if any precausions to be taken before merging.
cheers
nagaramesh