Drag and Drop Question A company uses Dynamics 365 Business Central. A user creates two accounts for the same vendor. Both accounts have open vendor ledger entries. You need to merge any open…

The correct answer is On the Vendor Card page, choose the Merge With action.; Select the duplicate customer in the Merge With field.; On the Merge duplicated page, choose the Merge action. Merging Duplicate Vendor Accounts in Business Central The Core Task You have two vendor accounts for the same vendor, both with open ledger entries. The goal is to consolidate everything into one account and delete the duplicate. Business Central has a built-in Merge Duplicates…

Purchasing

Question

Drag and Drop Question A company uses Dynamics 365 Business Central. A user creates two accounts for the same vendor. Both accounts have open vendor ledger entries. You need to merge any open entries from the second vendor account to the first vendor account and then delete the second vendor account. Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. Answer:

Exhibit

Answer Area

Drag items

On the vendor card, select Apply Template.On the Vendor Card page, choose the Merge With action.Select the duplicate customer in the Merge With field.On the Merge duplicated page, choose the Merge action.

Correct arrangement

On the Vendor Card page, choose the Merge With action.
Select the duplicate customer in the Merge With field.
On the Merge duplicated page, choose the Merge action.

Explanation

Merging Duplicate Vendor Accounts in Business Central

The Core Task

You have two vendor accounts for the same vendor, both with open ledger entries. The goal is to consolidate everything into one account and delete the duplicate. Business Central has a built-in Merge Duplicates feature for exactly this.

Why This Sequence?

Step 1: On the Vendor Card page, choose the Merge With action.

You start on the first (target) vendor card - the one you want to keep. The "Merge With" action opens the merge workflow. You must initiate from the destination record because BC merges into the currently open card. Starting here establishes which account survives.

Step 2: Select the duplicate vendor in the Merge With field.

After choosing "Merge With," a Merge Duplicates page appears with a lookup field. Here you identify which vendor is the duplicate to be absorbed. This populates the comparison view so you can see both records side by side. You cannot skip to the final merge until the target is specified - the field must be filled first.

Step 3: On the Merge Duplicates page, choose the Merge action.

Only after confirming the target duplicate do you execute the merge. BC then reassigns all open ledger entries, posted entries, and related records from the second vendor to the first, then deletes the duplicate. This is irreversible, so it's deliberately the last step.

Why "Apply Template" is Wrong

"On the vendor card, select Apply Template" is a distractor. Apply Template is used to populate a new vendor card with predefined field values - it has nothing to do with merging records or transferring ledger entries. Selecting it here would change vendor data, not consolidate duplicates.

Common Mistakes

Mistake	Why it fails
Starting on the second (duplicate) vendor card	The merge executes toward whichever card you're on; doing it from the wrong card merges into the duplicate instead
Choosing "Merge" before selecting the duplicate in the field	The Merge action is unavailable until the lookup field is populated
Thinking "Apply Template" is a cleanup step	It serves a completely different purpose (templating new records)

The key mental model: initiate → identify → execute. Each step gates the next; you cannot proceed out of order in the UI.

Topics

#vendor merge#duplicate vendors#vendor ledger entries#account consolidation

Community Discussion

No community discussion yet for this question.

Full MB-800 Practice