Use the Merge Batch window to create merge batches for merging duplicate party sites within a single party. For each batch, you can include multiple parties to merge party sites for.
After the merge process, all entities associated with the merge-from party site, including customer account sites, refer to the merge-to party site.
To submit a merge for two sites of the same party, you cannot check Delete Merged Records. Checking that check box implies deleting both the merge-from and merge-to parties.
If the merge-from address is the identifying address, you must confirm that the merge-to address should be used as the identifying address to continue with the merge. If you want to merge the identifying address of a customer account, you can use Customer Account Merge to merge the account sites that point to these party sites only after you merge the party sites. See: Merging Customers.
Navigate to the Merge Batch window.
Enter a batch name that is unique and related to the party for which you are merging the party sites.
Enter a reason for the merge, either a predefined reason or your own.
Make sure that Delete Merged Records is not checked.
In the Party Details region, enter one or more from-parties for which you want to merge the party sites, including the party type.
Check Site Merge. The To Party fields are automatically populated with information from the From Party fields.
Alternatively, you can just enter the party name or party number of your from-party in the To Party fields.
Enter the reason for merging these party sites.
Save your work.
Enter all party sites to be merged in the Party Sites tabbed region. See: Merging Party Sites.
The other tabbed regions are disabled.