data/knowledge_docs/KDOC-0047_concept_commodity_trading.md

Concept: Commodity Trading — Variant 47

(Variant for commodity_trading domain)

Background

When acquiring a company, vendor records must be consolidated across the procurement and AP systems of both organizations.

Consolidation Rules

1. Match vendors by Tax ID / VAT number first (most reliable)
2. If Tax ID matches: merge records, keep acquirer's vendor ID
3. If Tax ID not available: match by name + address + bank details
4. Never merge vendors with different Tax IDs, even if same name
5. Create alias records for old vendor IDs (preserve audit trail)

Post-Merger Checklist

• Export all vendor records from both systems
• Run automated matching on Tax ID
• Manual review of name-only matches
• Create mapping table (old ID → new ID)
• Update all open POs and contracts
• Notify AP team of merged vendors