name change

Question

How do I change a subcontractor/vendor's name from maiden to married?

Erzsi_I · Answer

Hi Sharon Leigh Martin , Thank you for reaching out. Changing a subcontractor/vendor's name in Sage 50 Canada due to a name change, like going from a maiden name to a married name, is a simple process. Here's how you can do it:

Backup Your Data : Before making changes to your records, it's always a good practice to create a backup. Refer to this article for instructions on how to create a backup.

Update Vendor Information : 
 
 If you are in Classic View, go to the Vendors & Purchases/Payables pane and click on the Vendors icon. 
 In the Vendors window, find the subcontractor/vendor whose name you want to change. 
 Click Edit or double-click on the vendor to open their record. 
 Update the name fields with the new married name. 
 Click the Save and Close button to save the changes.

If You Need to Merge Records : 
 
 If you have created a duplicate vendor with the new name and need to merge the records, use the Merge Records feature. 
 Go to Maintenance, select Merge Records, and follow the prompts to combine the old vendor record (maiden name) with the new one (married name). Be sure to choose the correct Vendor to Merge From and the Vendor to Merge To. 
 If there are duplicate numbers or other issues, you may need to adjust invoices or payments as per the error messages you receive.

Note: Direct editing of the vendor's name will update the name for future transactions but won't retroactively change the name on past transactions. If you need historical transactions to reflect the new name, you should consult with a qualified Sage business partner or support analyst to understand the implications and the best approach for your situation. 
 If you have any trouble with these steps or need further assistance, please feel free to contact Sage customer support. Warm Regards, Erzsi

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