Undo Vendor "Extend to Customer"
We have setup a vendor and used the action of "Extend to Customer" to link the customer and vendor; however, we would like to undo this action. I have been going through the help files, and I cannot find any information on how to unlink a Customer and Vendor. It is not an available Action on either the Customer or Vendor.
Can anybody point me in the right direction towards figuring out how to unlink Customer and Vendor?
Have you tried deleting the undesirable customer or vendor?
Not sure I understand. If the vendor and customer share the same ID, they MUST be the same Baccount, otherwise the system would not let you use the same ID. If they do not share the same ID, you would not able to extend to each other anyway.
In other words, if the ID is the same, the vendor and customer are by definition and extension of each other.
That said, I may be missing the point of what you are trying to do, and unfortunately I do not have a solution to you core question - How to unlink the vendor- customer relationship.
I see. I doubt there is a way to do unlink, although you can probably mark the customer only as inactive and create the 3 new customers instead.
Extend to Vendor takes the current vendor details and creates a NEW customer using those details.
If you don't need the customer, just delete it.
I also confirmed that Inactivating the Customer also inactivates the Vendor, which is kinda weird. But deleting the customer had no bearing on the vendor.
Just as a final update to this--Acumatica applied and ran a fixing script to remove the "Extended" Customer from the Customer Master. It is not something that they have built into the product yet, but they "may do so in the future". So, it's resolved to an extent.
We will be hiding the "Extend to Customer" and "Extend to Vendor" Action Options on the Vendor and Customer screens for our employees, so this shouldn't be recreated in our environment. If this is a worry for anyone else, I'd consider doing the same until Acumatica implements a procedure for "Un-Extending" the entities.
Glad to hear that there is a script to fix this. Probably one of those things where putting it on the front-end isn't a high priority since there is a workaround and maybe not that many people have encountered the situation.