Merging creditor records

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

1. 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 .
2. Search for the record that you want to merge. See Searching for creditors.
   The Creditor Maintenance window is displayed.
3. Select File > Rename/Merge...
   The Rename/Merge Creditor window is displayed. 
   
4. Enter the details of the record that you want to merge into.
5. Click.
   The Possible Name Match Found window is displayed.
   
6. Open the record you want to merge into.
   A warning is displayed.
   
7. 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.