After you create the merge batch to merge either different parties or party sites of the same party, you have three options to process your merge batch:
Preview your merge batch and the outcome of the merge process before submitting the Party Merge process.
Submit the Party Merge process immediately after entering your merge details.
Save your work and submit the Party Merge process at a later time.
After a merge batch is successfully processed, you cannot reverse the results.
Create the merge batch in the Merge Batch window. For more information, see: Creating Merge Batches.
Click Preview Batch.
The Party Merge process runs and merges the appropriate parties and other entities, but does not save the merged records to the database. The request number is displayed in the Last Request ID field.
In Standard Request Submission, find the Party Merge process and preview the expected effect of the merge process on the merging parties and their entities. See: Reviewing the Party Merge Log.
If you query for the merge batch at this point in the Merge Batch window, the Merge Done check boxes are not checked. Even if you checked the Delete Merged Records check box, no records are deleted because the merge process is submitted in the preview mode.
Create the merge batch in the Merge Batch window. See: Creating Merge Batches.
Optionally save the merge batch and submit it later.
Click Run Batch.
The Party Merge process runs and merges the appropriate parties and other entities. The entire batch must be successfully processed before the merged records are saved to the database.
The request number is displayed in the Last Request ID field.
In Standard Request Submission, find the Party Merge process and view the results and status of the merge process. See: Reviewing the Party Merge Log.
If you query for the merge batch at this point in the Merge Batch window, the Merge Done check box is checked. If you checked Delete Merged Records, the merge-from parties are set to the Deleted status.
If the Party Merge process results in error, you can rerun it from Standard Request Submission after you fix the errors. See: Identifying Types of Errors.
Use this parameter when you submit the Party Merge process to remerge a batch that previously resulted in error.
Enter the merge ID of the merge batch that you want to remerge. Only failed merge batches are available. The merge ID is the number automatically appended to the end of the merge batch name.