Setting Up Party Merge
Party Merge involves merging parties that are confirmed as duplicates, either from a duplicate identification batch or a manually created merge batch.
Procedure
- Define any custom entities and merge procedures.
- Define the Merge Dictionary to determine the entities and procedures that must be processed to merge party entities. You can set up the Merge Dictionary for all Oracle Applications that you use to interact with parties. See: Maintaining the Merge Dictionary.
- You can optionally set up any merge procedure registered with the Merge Dictionary to prevent the deletion of records, if your company's business rules require that parties cannot be deleted. To prevent deletion, a merge procedure must call the HZ_PARTY_MERGE. veto_delete procedure. At the end of the merge process, if none of the merge procedures has vetoed the deletion of the merge-from parties, then those party records are deleted.
- If you are using Party Merge along with Oracle Credit Management and experiencing bad performance for Party Merge, then create nonunique indexes on the PHONE_ID column of both the AR_CUSTOMER_CALLS_ALL and AR_CUSTOMER_CALL_TOPICS_ALL tables.
