Dynamics GP Tip of the Month: Easy edits with vendor and customer modifier and combiner

Have you ever discovered weeks after setting up a new vendor in Microsoft Dynamics GP (Great Plains) that you’d accidentally created a duplicate under a different vendor ID? Or maybe a customer changed their name and you want the customer ID to reflect that update accurately? These scenarios are all too common, and correcting them could mean tedious manual updates or costly third-party tools.

This tip of the month article highlights the Vendor and Customer Combiner and Modifier utilities in Dynamics GP. These built-in tools empower users with admin privileges to easily combine duplicate vendor or customer records or modify existing IDs all within GP without needing any extra software.

Prerequisites:

• You must be logged in as sa or DYNSA/PowerUser role.
• All users should be logged out of the system.
• It is recommended that you make a backup of your database in case you make a mistake or something goes wrong.

Steps:

To Access the Vendor Combiner and Modifier: Purchasing>Utilities>Vendor Combiner and Modifier.

To access the Customer Combiner and Modifier: Sales>Utilities>Customer Combiner and Modifier.

1. Select the process you wish to complete (Combine or Modify).
2. Select the Source Vendor ID.
3. If combining – select the Destination Vendor ID (vendor must already exist).
4. If modifying – enter the new Vendor ID.
5. Select Process.

Modifying many vendors via a file import

1. Select the File Icon and map out the file you created.
2. Select the Validate button.
3. Use the Remove or Remove All buttons to remove Vendor IDs from the list.
4. Select Process.

Preparing a spreadsheet to combine or modify

• Enter the existing Vendor/Customer ID in the first column.
• Enter the new or Destination Vendor/Customer ID in the second column.
• Save the spreadsheet as a .csv file.

Keeping your vendor and customer master data clean is essential for accurate reporting, streamlined transaction processing, and better vendor/customer relationship management. Duplicate records or outdated IDs can lead to confusion, reconciliation headaches, and even errors in payables or receivables.

For more tips on streamlining your processes in Dynamics GP be sure to return next month for more technical insights in our tip of the month blog series. Reach out to our team today for help optimizing your application with tricks like this one.