Merging Duplicate Vendors (Versions 10.4 and higher)

Please note: Method 1 of this article applies to Versions 14+. Older versions of the software require the use of method 2.

Accidently created two of the same vendors during setup? Want to reduce your list of vendors? There could be many reasons for wanting to merge vendors and PowerChurch contains a feature to handle all of that. Merging or often called Reassigning vendors can be done in 2 ways. These will be outlined below as "Method 1" and "Method 2".

Method 1 - Reassigning through the Maintain Vendor Records screen

1. First of all, use the PowerChurch Plus Backup feature located under the Utilities menu to make a backup copy of Accounting data. You may choose to backup All Data Files as an extra precaution.
2. We would first recommend navigating to the current list of vendors and reviewing the two vendors you intend to merge. You can do so by going to Accounting > Accounts Payable and Maintain Vendor Records.
   
3. For this method, once you have confirmed the two vendors you wish to merge, you can start by locating the vendor that will be getting merged.
4. Once you have pulled up the vendor that will be merged, select the Reassign button next to the current Vendor ID.
   
5. Next, select the ID of the New ID by typing in the Vendor ID or clicking the magnifying glass and manually selecting the vendor. Click OK to proceed.
   
6. Finally, you will be given a confirmation screen. Read the above text and enter YES and select OK when ready.
   
7. Success! You have successfully merged 2 vendors. Navigate back to the Maintain Vendor Records and check your work.

Method 2 - Reassigning through the Reassign Menu (Versions 12 and prior)

1. First of all, use the PowerChurch Plus Backup feature located under the Utilities menu to make a backup copy of Accounting data. You may choose to backup All Data Files as an extra precaution.
2. We would first recommend navigating to the current list of Vendors and reviewing the two vendors you intend to merge. You can do so by going to Accounting > Accounts Payable and Maintain Vendor Records.
3. Once you have confirmed the two vendors you wish to merge, start by navigating to Accounting > Accounts Payable > Setup and finally Reassign Vendor ID.
   
4. Here there will be a Current ID and New ID field. Select the respective vendor for each field using the magnifying glass or by entering the vendor IDs. Verify you have selected the correct vendors before continuing. Once you are sure of your selection, click the OK button to proceed.
   
5. Finally, you will be given a confirmation screen. Read the above text and enter YES and select OK when ready.
   
6. Success! You have successfully merged 2 vendors. Navigate back to the Maintain Vendor Records and check your work.