Merge party IDs for customer accounts across multiple legal entities
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
If multiple legal entities in your organization do business with the same customer and each legal entity maintains a separate customer account for that customer, use this procedure to merge the party IDs for the customer accounts across multiple legal entities. This enables you to print consolidated statements or receive customer payments for invoices in any of the legal entities that the customer does business with.
Click Home > Common > Global address book.
Select the address book records that represent the customer in each legal entity that you want to include in the mapping.
On the Action Pane, click Merge records.
Select the party ID to use for the merged address book record, and enter text that explains why you are merging the records.
Click Validate to identify potential conflicts.
Click OK to merge the records.
Select the merged address book record that you selected the party ID for in step 4 and then expand the Relationships FactBox. The customer account from each legal entity should be displayed.