There are times where users will create a duplicate customer that then needs to be merged together with another customer. If the duplicated record doesn't have any open or historical transactions then the easy thing would just be delete the duplicate, however if there is already transactions created then you'll have to merge the two records.
To merge two customers in Dynamics 365 Business Central you'll first have to locate the two customer cards. In my case I have Trey Research duplicated as shown below.
Since customer '10000' is the one I want to keep I'll open that customer card and navigate to Actions > Functions > Merge With. Note that only users with the Merge Duplicates permission set can use this functionality.
Within the Merge Duplicate window you will populate the Merge With field with the vender you'd like to merge with. Next step is to review the data and decide if you'd like to override the data with the Merge With customer. Once you've completed your review you can click Merge to complete the customer merge.
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers. Version: US Business Central 20.0 Open up the vendors list. Search for vendor that you'd like to apply the credit memo to an invoice for. Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger. Select the line for the Credit Memo that you want to apply to a posted invoice. Click Process > Apply Entries Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to. Click Process > Set Applies-to ID This will put the users name into the Applies-to ID field on the line selected. To post the application select Process > Post Application. Written by: Kristen Hosman, Microsoft MVP
The easiest way to send a remittance to a vendor is to open the vendor list and click on the vendor you'd like to send the remittance to. With the vendor selected click on Actions > Functions > Send Remittance Advice. You will then be welcomed with the Send Document to screen where you can decide how to process the remittance. In my case I want to email the remittance, so I make sure the Email is set to Yes. Once I click OK, I am able to preview the email that will be sent. You can add emails for who it will be sent to, update the subject and message fields, and add any other attachments that should be sent. Click send email when ready to send. Written by: Kristen Hosman, Microsoft MVP
How I failed the first time It was October 2020 and my manager at the time dared me to take the Beta exam without studying to gage how hard it was. I can't turn down a good dare, so I scheduled the exam for October 20, 2020, and spent the days leading up to it reviewing the skills measured document provided by Microsoft. The day came and I felt pretty prepared to proceed with taking the exam. Because the exam was still in Beta I didn't find out until January 4, 2021, that I actually failed the exam. The passing score is 700 and I ended up with 615. Looking back at that experience I remember thinking the exam was hard and that some of the questions were written in such a way that was confusing and thinking that I'd never pass. So, I put the exam on the back burner and continued on with my life. Passing the second time It wasn't until recently (yesterday) that I decided to take the exam again. I decided that today was the day and that I was going to schedule the exam ...
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