Merging creditor records

If you have duplicate creditors in Synergetic you can merge them together. To merge creditor records:

Select Module > Creditors > Creditor Maintenance.
The Set Creditor Search Criteria window is displayed.

Tip: You can also access the Set Creditor Search Criteria window by clicking .
Search for the record that you want to merge. See Searching for creditors.
The Creditor Maintenance window is displayed.
Select File > Rename/Merge...
The Rename/Merge Creditor window is displayed.
Enter the details of the record that you want to merge into.
Click .
The Possible Name Match Found window is displayed.
Open the record you want to merge into.
A warning is displayed.
Click .
The first record is deleted. All transactions on the first record are added to the second record.

Tip: The creditor's name may need to be changed, for example if two creditors combine their operations into a new company. Merge the creditor records, then enter the new creditor name and ABN details in the Creditor Maintenance windows.

Last modified: 2/05/2016 2:33:37 PM