Scenario: You discovered two records for the power company: “City Electric” (ID #50) and “City Electric Svc” (ID #99). You want to keep ID #50 as your master record.
1. Prepare: Open “City Electric Svc” (the duplicate) in the Vendor list. Check if it has a phone number or address that is missing from the master record. If so, copy it to the master record manually.
2. Navigate: Go to Utilities > Data Management > Merge Names.
3. Setup:
◦ Entity Type: Vendor.
◦ Merge From: Search for and select “City Electric Svc” (ID #99).
◦ Merge To: Search for and select “City Electric” (ID #50).
4. Cleanup: Check the box for Delete After Merge.
5. Process: Click MERGE.
6. Verify: The system will confirm the merge. ID #99 is now deleted, and all checks previously written to “City Electric Svc” now appear in the history of “City Electric.”