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Vendor copy

The video below shows a complete Dynamics 365 vendor copy workflow:

  • Select vendor from main legal entity
  • Choose vendor copy function with bank account
  • Complete all options as required including vendor group, currency and on-hold
  • A new vendor will be created in the copied legal entity using the same supplier reference. (The supplier reference can be viewed in the vendor history or in the Eftsure workspace under Tools > Reconciliation > Vendor Bank Account.)