Acumatica: Fix to undo Extend To Vendor

In Response to www.augforums.com/forums/acumatica-finance-modules/undo-vendor-extend-to-customer/

How to undo the Extend to Vendor in Acumatica?

Problem

After using the option to Extend to Vendor from Customer, one would like to reverse the option.

Unfortunately, Acumatica has not made any provision yet to reverse that action.

Pre-requisite

For this fix to work make sure that no transactions have been posted to the extended vendor.

Steps to Steps

1.Check the BAccountID of the customer:      

                                                                      

Select AcctCD,AcctName,BAccountID from BAccount Where Type='VC' AND AcctName='Name Of Customer' (or AcctCD='Customer ID')

2. Note that the vendor will be created with the same BAccountID into the Vendor table, to check this:

             

Select * from Vendor Where BaccountID= xx* (from Baccount table)

3. Script to undo the Extend to Vendor 

    a)updating the business account table as if it was just a customer account

Update BAccount set type='CU' where BAccountID=xx (being the id of the customer)

   b)Delinking the vendor from the business account

Update VENDOR set BAccountID='' where BAccountID=xx

Note:

Please note that this fix is only valid when there are no transactions posted under the extended vendor.

The same logic applies to the option to extend to a customer from a vendor.

This must be applied by someone who has extended knowledge of Acumatica.