Onit Documentation

Merging Vendors

by Michael Nadeau Updated on

The vendor is responsible for submitting a formal request to BillingPoint to initiate the work. They will also set the requirements for the main account moving forward and when the merger should be completed.

Here's a guide to the merge process:

Before the Merge of Accounts

The vendor:

  • Must submit the request to BillingPoint to merge the accounts.
  • The vendor must confirm which account they would like to keep as the main account, and which account can be merged into each other.
  • If the vendor decides they do not want to merge the accounts, skip down to the Non-Merging Vendor Accounts section.

Initiating the Merger

Onit will:

  • Locate both vendor profiles in the system and identify which vendor profile the vendor has requested will remain, and which profile will be merged into the other.
  • Run a script to merge all the information.
  • Confirm on the ticket that the merger has been completed and confirm that the merger ticket can be closed.

After the Merger

The Vendor should:

  • Review the BillingPoint account and confirm data is accurate and all users have access.

The Client should:

  • Review the assigned matter data and timekeeper rates and submit a support ticket if anything is incorrect or needs updating.
  • Verify that all vendor payment information within the system is correct.

Onit will:

  • Confirm that all linked matters are associated with the updated vendor ID.
  • Confirm that all active matters are updated with the new vendor ID.
  • Perform a refresh or recalculation in Onit to reflect the updates. 

For Non-Merging Accounts

  1. If the vendor decides that they do not want to merge the accounts.
  2. Onit will update the ticket to confirm the vendor's decision and confirm that the ticket can be closed.
  3. If the vendor is going to move forward with using only 1 account and leaving the other as historical, the vendor will share the list of matters to be reassigned by the client.
  4. The client will reassign the matters. Onit can bulk-close the assigned matters (on the old account) via a support ticket, but the client must complete the reassignment to the remaining account.

 

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