Note: The Combine IDs option is only available for employees, employer history, payees, received froms, ship to addresses, vendors, and customers.
Tip: Complete print screens of the record that will be merged with another before combining the IDs, as some of the data from the record that will be merged may not be maintained (displayed) in the final merged record; for example, if combining Vendor A with Vendor B, the address from Vendor A may not be retained in the final merged record (the address for Vendor B would be maintained, unless the address for Vendor B was blank initially).
From the appropriate file maintenance screen, select the Options menu and then Combine IDs.
At the Combine IDs screen, enter the ID for the record (for example, vendor, employee, etc.) to combine with another in the Combine field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Note: The ID entered in this field will no longer be a valid ID after the records have been combined.
Enter the ID for the record to combine with the first record in the With field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Note: The ID entered in this field will remain valid after the records have been combined. If combining a vendor with an employee, the ID of the employee must be entered in this field so that it remains as the valid ID.
After all the records to combine have been entered, click the Execute button.
When prompted, click Yes to continue the process.
After the IDs are combined, a message will appear; click OK.
Tip: If two or more employees were combined together into one record, the one remaining employee record may have duplicate information, such as duplicate benefit information in Human Resources; also, the direct deposit transactions (splits) from the employee that was combined and is no longer valid are set as inactive. Review and update the record accordingly.