Merging Business Partners in X3 (Customer, Suppliers, Sales Reps)
There may be occasions where two similar Business Partner accounts are created when only one may have been required. This results in two separate entities on the aging reports. As a result the user may request to merge the accounts together.
The BP Merge function can be used to transfer postings related to a Business Partner (Source) to another Business Partner (Destination).
This blog will provide you with the steps required to merge two accounts into one.
Here is an example of two customer accounts that were created when only one should have been created. They both have balances on their account.
Customer #1 BP Situation: