Merging two records
For various reasons, data in the system such as customers, ledger accounts, configuration settings, and similar data may become obsolete. This could be because of changes in the business or it could simply be a user input error. For example, two salespeople could create two records for the same customer, start entering sales orders and post invoices. One of the ways to solve that is to merge both records into a single one.
In this recipe, we will explore how to merge one record into another one, including all related transactions. For this demonstration, we will merge two ledger reason codes into a single one.
How to do it...
Carry out the following steps in order to complete this recipe:
- Open General ledger | Setup | Ledger reasons ...
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