Embedded Files
Merger processes allow the joining of two entities, such that the resulting one will absorb the two entities' characteristics. In SocrateCloud you can join:
Business Partners
Organizations
Users
Products
Projects
These processes are available in Main Menu>System Admin>Merge Entities.
Note: Starting with 14.06, if successful, the merging process will clear the From... and To... fields in order to prevent accidental merging.
Merge Business Partner
Merge Business Partner
This process will merge two Business Partners and erase of one of them. All the records belonging to the erased Business Partner will be absorbed by the remaining one. The process is useful when a Business Partner is introduced more than one times and there are records on all the entities associated with a Business Partner.
The business partner that will be erased needs to be entered in the From Business Partner field.
The remaining business partner needs to be entered in the To Business Partner field.
The merger of Business Partners may lead to incorrect balance sheet elements.
Accounting or Inventory conflicts are not resolved by this process.
This process is not reversible!
Merge Organization
Merge Organization
This process will merge two Organizations and the erase of one of them. All the records belonging to the erased Organization will be absorbed by the remaining one.
The organization that will be erased needs to be entered in the From Organization field.
The remaining organization needs to be entered in the To Organization field.
Accounting or Inventory conflicts are not resolved by this process.
This process is not reversible!
Merge User
Merge User
This process will merge two users by transferring all the records belonging to the "From User/Contact" to the "To User/Contact". After running the process the "From User/Contact" will be inactivated.
From User/Contact - the user that will be inactivated;
To User/Contact - the user that will remain in the system;
Accounting or Inventory conflicts are not resolved by this process.
This process is not reversible!
Merge Product
Merge Product
This process will merge two Products and the erase of one of them. All the records belonging to the erased Product will be absorbed by the remaining one.
The product that will be erased needs to be entered in the From Product field.
The remaining product needs to be entered in the To Product field.
This process cannot be used for:
products whose costs are calculated using the WACC method
product with different costing method and level
products which have been used in manual GL Journals and GL Distributions (e.g. for which you have created accounting combinations where you have clearly selected the product)
Note: in order to merge two products with similar accounting combinations, you need to add elements to the account combinations for the "From Product", so that, after converting the from product in the to product, no identical records will exist in the "Account Combination" window.
the physical stock of the source product is > 0
The accounting and inventory conflicts are not resolved through this process.
This process is not reversible!
Merge Project
Merge Project
This process will merge two Projects and the erase of one of them. < Accounting Details associated with the erased projects will be erased from the documents. The structure of the remaining project will not change (phases, tasks, details). The resulting Master Project will be one of the two merged projects. The details, phases and tasks from the erased project are absorbed by and linked to the remaining Master Project. The Master Project will be updated everywhere where the erased one used to be present.
The Project that will be erased needs to be entered in the From Project field.
The remaining Project needs to be entered in the To Project field.
Starting 15.05 the process will only run if the source project (From...) has a greater or equal Line level than the destination project (To...). Source phase or subphase lines will be added as lines according to destination project level.
This process is not reversible!
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