Exact Globe+

Recoding and merging accounts

Introduction

With the Recode functionality, you can perform the following:

modify the code of an account
merge an account to another account and delete the original account, and
merge an account to another accounts, delete the original account, and modify the code of the merged account.

Menu paths

Finance ➔ Accounts receivable ➔ Maintain
Finance ➔ Accounts payable ➔ Maintain
CRM ➔ Accounts ➔ Maintain accounts

Notes:

Since each code is unique, modifying the code will affect the previous transactions linked to the code.
When you merge an account to another account, all the information of the activities, contracts, transactions, and documents linked to the account, in the respective tabs of the account maintenance screen, will be automatically merged with those of the other account. However, only the selected contacts of the accounts will be merged to the other account, whereby you can also define a new main contact for the merged account.

Fields

Account

Type or select an account. By default, the code of the account selected at the overview of accounts, overview of accounts receivable, or overview of accounts payable is displayed. This is mandatory.

If you have defined a new code at New value without selecting an account at Merge, the code of this account will be modified.
If you have selected an account at Merge without defining a new code at New value, this account will be merged with the account selected at Merge and deleted.
If you have selected an account at Merge and define a new code at New value, this account will be merged with the account selected at Merge, deleted, and the code of the merged account will be recoded.

Merge

Type or select an account to be merged with the account selected at Account.

If you do not define a new code at New value, the account selected at Account will be merged with this account and deleted, but the merged account will not be recoded.
If you have defined a new code at New value, the account selected at Account will be merged with this account and deleted, while the code of the merged account will be recoded.

Note: Since each account can be linked to one pricelist only, the merged account will be linked to the pricelist linked to this account.

New value

Type a new code for the account to be recoded as selected at Account or the account to be merged and recoded as selected at Merge. You can type up to a maximum of 21 characters. This is mandatory if you do not type or select any account at Merge.

Buttons

Start

If you have defined a new code at New value without selecting an account at Merge, click this to start recoding the account selected at Account without merging with another account. Once clicked, the message, "This process will take some time. Continue?" will be displayed. Click Yes to continue or No to cancel. When the recoding process is completed, the message, "Completed successfully: Recode" will be displayed. Click OK to close the screen.
If you have selected an account at Merge without defining a new code at New value, click this to start merging the account selected at Account with the account selected at Merge and delete the account selected at Account, without recoding the merged account. Once clicked, you are required to select the contact names that you want to copy to the merged account and define a new main contact person.
If you have selected an account at Merge and define a new code at New value, click this to start merging the account selected at Account with the account selected at Merge, delete the account selected at Account, and recode the merged account. Once clicked, you are required to select the contact names that you want to copy to the merged account and define the main contact person.

Close

Click this to exit.