You can submit the customer merge process immediately after entering your merge details, or you can save your work and submit the merge later. You may not want to submit the merge immediately if, for example, you want to review the merge candidates before transferring the customer and/or site information.
You can run the Customer Merge program from the Customers Merge window for individual merges or the Standard Request Submission windows for batch merges. View detail results of the Customer Merge program in the Customer Merge Execution Report.
Use the Customer Merge window to submit the Customers Merge program for one merge at a time.
Enter merge details. See: Merging Different Customers or Merging Sites for the Same Customer.
Navigate to the Customers Merge window.
When you are certain that all of the information in the Merge Customers window is correct, choose Merge. Because batch processing is more efficient, you can decide to save the merge for later batch processing or to immediately continue with processing. To immediately process the merge, choose Continue. To save the proposed merge for later batch processing, choose Save. If you choose Continue, the application submits the Customer Merge program as a concurrent process and assigns a Request ID.
The Process Flag field displays the current status of a merge as Processing, Completed, Failed, or Saved. After merge processing ends, the Process Flag field displays either Completed or Failed. If the merge failed, then the Error Message field displays a detailed error message. Using the information provided in the error message, you can correct the information in the Customers Merge window and then choose Merge again or choose Save to include the merge in a batch for future processing.
Use the Customer Merge program to run customer merges in a batch process. When you submit merges from the Customers Merge window, you run the Customer Merge program for only one merge at a time. From the Standard Request Submission window or the Request Submission page, however, you can:
Specify the number of merges you want the Customer Merge program to execute in a batch.
Select the processing priority - P1-High, P2-Medium, or P3-Low - to specify the merges that you want to include in a batch. For example, you can select the processing priority P1-High to process all the high priority merges in a batch.
The Customer Merge program groups the merge processes into merge sets and sequentially runs and saves each set. The setting for the AR: Customer Merge Commit Size profile option determines the size of the merge sets. For more information, see: Customer Merge Deployment Category.
The operating unit parameter is displayed when the Customer Merge process is submitted as a concurrent program. If there is more than one operating unit, then the first five operating units are displayed and, if there are more than five operating units, then "..." is appended after the fifth operating unit.
Use the Standard Request Submission windows or the Request Submission page to run the Customer Merge program. See: Running Reports and Programs.
The Customer Merge Execution report for a batch identifies any unsuccessful merge processes and provides the appropriate error messages. You can view and correct the information about the unsuccessful merge in the Customers Merge window. Viewing the unsuccessful merge in the Customers Merge window displays FAILED in the Process Flag field and a detailed error message in the Error Message field. After correcting the merge information, you must change the Process Flag to SAVED and then either choose Save to include the merge in another batch for future processing or choose Merge to immediately process the merge.
Before you run the Customer Merge program, you must create merge batches to merge sites for the same customer or to merge different customers.