Sage 50 UKI Ideas Portal

Ability to merge both customer and supplier historical data, specifically if either company has merged

I believe a few people have asked about merging customer and supplier details. On occasion companies change name or two companies merge together, it would save so much time if all the historical data could be moved to the most recent name.

  • Guest
  • Nov 5 2024
  • Guest commented
    December 03, 2024 10:31

    The problem is that by merging two customers it would allow you to rename the account of a customer (Create new renamed customer account, merge old wrong named account), and according to them, that is a big no-no as it would break historic data links (despite them providing the ability to third parties to rename accounts!):

    "We do have a working version of Sage Accounts with the ability to change account references but due to legal and compliance reasons around keeping historical data with the original account reference, we're unable to release it as an update or take it further into production at the moment."

    It was later commented that it was only a proof of concept version.

    See: Merging of two suppliers/Customers for links to more such requests and comments.