Question:
Dear Helpdesk,
Good day~
I would like to seek your assistance regarding an update to our Business Partner records in SAP.
We need to amend the name of an existing Business Partner, but at the same time, we must retain the old name for all previously issued/open documents (e.g., POs, SOs, invoices, etc.) to ensure data consistency and audit trail compliance.
Could you please advise the step?
Vivien Koh
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Answer:
Good Day Vivien,
I am glad that your issue has been resolved.
I shall mark the status of the ticket as 'closed'.
If you require further assistance please feel free to log a ticket into our portal at
https://mpssolutions.jitbit.com or email helpdesk@mclinkgroup.com and we are delighted to assist you.
Thank You
Regards,
Khat
Dear Khat,
Ok, well noted with thanks~
Vivien Koh
Hi Vivien,
While you update the BP Name, pop up system message will appear as shown in below attached figure, you click 'No' and try again. You can also bulk update using Import From Excel function.
Feel free to let me know if you need any assistant from us.
Regards,
Khat
Dear Khat,
I’m currently testing a change of BP name in the test company.
However, I noticed that all open documents automatically capture the new BP name, which is not what we want.
Can you please help to clarify further?
Vivien Koh
Hi Vivien,
All issued and open documents will keep the old BP name because system stores the document header information at the time the document was created.
However, for customized reports or layouts that pull the BP name directly from the BP Master Data, the displayed name will update once you change the BP master record.
If you need the old name to remain visible in those customized reports and layouts, have to adjust the report/layout to read the BP name from the document table instead of the master data.
Regards,
Khat