Customer Merge lets you:
Merge customer (either individual or organization) accounts that are confirmed as duplicates in the Duplicate Customer Report.
Merge customer (either individual or organization) accounts or customer accounts sites for the same or different customers to transfer site use activity from a customer or site that is no longer active.
Merge an individual customer account with organization customer account, and vice versa.
Generate the Duplicate Customer Report to see a list of all duplicate customers before you initiate the customer merge program. This report tries to match duplicate customer names based on the search criteria that you specify. See: Duplicate Customer Report.
Complete Auto Invoice processing. This minimizes the number of rows to be merged in the interface tables. The merge process can then run more efficiently.
Generate the Customer Listing report to see detailed information about the customer and site uses. See: Customer Listing Detail and Summary Reports.
Create a map that shows the site uses you want to merge and the sites you want to maintain. Check that you are merging like site uses (for example, Bill-To's merged with Bill-To's).
Determine whether to inactivate or delete old site use information.
Set these profile options:
AR: Customer Merge Commit Size
HZ: Audit Customer Account Merge
HZ: Location Updatable
HZ: Log Customer Merge