Master file records in Ostendo can be merged using the Global Data Merge utility under File>System Configuration.
Because it is such a significant change you must be the only user logged into Ostendo o be able to run this utility. You should take a backup of the database before running this utility.
This change will merge all historical records of the Old Value in the system into the New Value. Please note that only the Name is merged. Any other details from the Old value will not be merged into the New value, such as address details etc.
- Select the table and field combination you wish to merge. Please contact us if you are in any doubt about the correct combination to use.
- Look up the old value from the database.
- Look up the new value from the database and click 'Apply Change to Entire Database'
The most common table and field combinations for global data merges are below.
Important Note: If you are merging customer or supplier names these must also be merged in your linked accounting system. This will not update from Ostendo.
- Customers - CUSTOMERMASTER-CUSTOMER
- Suppliers - SUPPLIERMASTER-SUPPLIER
- Descriptor Codes - DESCRIPTORMASTER-DESCRIPTORCODE
- Customer Asset Names - CUSTOMERASSETMASTER-CUSTASSETNAME
Important Note: If you wish to merge inventory records please discuss this with us first. Various factors such as units of measure and on-hand stock can cause complications with this.
This utility enables you to merge one record at a time. If you need to merge multiple records this can be tedious. We have a custom script available for merging multiple records at a time. Please contact us for more information.
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