How to unlink Vendors/customers that have transactions
We have just started our journey with NetSuite, and perhaps due to some bad advice and a touch of ignorance, have set up a “Relationship” between vendors and customers when we are dealing with both (around 300).
We have re-thought this, and now want to keep them separately.
Is there any way to do this, if they already have transactions?
I was thinking that I could do an import that moved the transactions to another unlinked account, but this has proved problematic, especially with bills/invoices that have been matched to payments or credits.
Is there any scripting that could help?
I don’t mind a little complexity, code, scripts etc.
If you have been through this before, and had to give up, please let me know. I have already spent some time on this, and dont want to continue if it is a dead end.
I would appreciate any help or comments.
How new to NS is your company? Have you closed periods yet? Have you done reconciliations? The easiest path would be to export your transactional data so you have a hard copy and then delete in order so you don’t hit the dependent records error and then import those transactions. If you have closed periods or reconciliations, then this becomes much more complicated. There may be a scripted solution but depending on the amount of transactions you have, may not be worth the time. I’d be happy to discuss this with you further- Palladium01firstname.lastname@example.org
Thanks for the response. Luckily we dont have closed periods yet.
We originally tried running csv imports to change the vendor or customer, thinking (Wrongly) that the information would be kept intact, and for some transactions it looked like it might work, but the we discovered that for invoices with items on it became more complicated, and for invoices in a different currency again more complicated.
I am working on it again today, and think that we are on the right track, similar to your suggestion. We are extracting information via SQL, reconfiguring this into several import files (one for bills, one for credits etc), then re-importing via csv import.
I will post again the resolution if we can get it to work. And may email you direct if we need anything specific.
Thanks for the help.