What should I do when a partner changes their company name?

Question

What should I do when a partner changes their company name?

Answer

Preliminary step

The partner who changes their company name must update the Company name field from Settings > Company settings > Plant data settings with the new company name.

When a partner changes their company name, there are two possible approaches:

Approach 1: update the existing partner

On the day of the change, it is necessary to modify the partner name (and, if needed, the partner number) by going to Master data > Partners > Partners list > Edit Partner.

After the edit, the whole historical data related to that partner will display the new partner name.

Pros:

It is simple, immediate and all historical data is updated automatically.

Cons:

The data prior to the change will be overwritten with the new company name, so any reference to the old company name will be lost.

Approach 2: create a new partner

Procedure:

• Go to Master Data > Partners > New partner and create a partner with the new company name.
• Go to Master Data > Links > Active links and:
  • unlink the license associated with the partner with the old company name.
  • link the license to the newly created partner.
• Update the active loops to ensure they reference the new partner.

Note: After modifying the partner, the cards on the board will remain associated with the old partner until the next release, unless you force the alignment of all cards. To force the alignment, click on the loop header and then Force alignment of all cards.

Pros:

This option does not overwrite the entire historical data associated with the partner, keeping it clean and consistent with the company name change (preserving a clear before-and-after).

Cons:

It is more complex, as it may require managing additional loops.