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AR Customers-Merging Utility

Posted on August 6th, 2008 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

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Every business runs more efficiently with a database that is well-maintained and up-to-date. With the Merge Customer Utility, you have the ability to easily clean up your existing data and consolidate multiple customer accounts as the need arises. Duplicate activity is eliminated by combining current duplicate accounts into one accurate account.

dgreybarrow Why Required

The reasons for merging the customers are that when they were created, the finance staff did not check carefully enough to ensure that the customer was not already on file before creating a new customer header. Here is one such example of real time data.

customer merge Duplicate

dgreybarrowWhat is being merged?

You can either merge site uses for the same customer or all of the site uses for two different customers.

You can either merge site uses for the same customer or all of the site uses for two different customers. Predefined site uses include Bill-To, Ship-To, Statements, Marketing, Legal, and Dunning. You can only merge a Bill-To site with a Bill-To site, a Ship-To site with a Ship-To site and so on whether you are merging different customers or two sites for the same customer

dgreybarrowWhat is not there(Customer site move from one customer to another customer)

If you have needs to be able to select specific sites to be merged to a different customer, you can't do as functionality is not available at the moment.

According to Receivables User Guide > Customers > Merging Customers

"If a customer is closing one of their sites and there is activity assigned to this site, you can use Customer Merge to transfer all activity from the old site to one of this customer’s existing sites.

When merging two different customers, you must merge all site uses associated with the customer being merged.

dgreybarrowMerge customers in Multi Org

The merge process will only merge for a single Operating unit at a time. If a customer has an address assigned in more then the operating unit being merged then you will be prevented from merging with the delete option. Since it will only merge in one operating unit it cannot delete the customer. Even if you merge all activity from both operating units in separate merge processes you still will not be able to use the delete option. The delete option will only be available if the customer has only had addresses defined in one operating unit.

Current version of product 11.5.10.2/R12 does not supporting Merge Functionality across OU.

dgreybarrowSteps To perform Merge Customer

1. Receivables Super user Responsibility.
2. Customers merge
3. Fill with customers information parts From and To
4. Provide the option for "Delete after Merge"
5. Merge

CUSTOMER MERGE

dgreybarrowSignificance of "DELETE after MEGER" option

  • If you select the Delete After Merge check box, all data related to the previous (From) site will be deleted. This data can not be retrieved using IS Receivables.
  • If you do not select the Delete After Merge check box, information for the sites are assigned an Inactive status. The Inactive status helps maintain an audit trail.

dgreybarrow Customer Merge program

When merge processing is complete, IS system automatically generates a Customer Merge Execution report which can be printed or reviewed.

After you run merge customers program, all activity that was previously associated with the old customer or site is now associated with the new customer of site. System automatically merges all transactions associated with the merge candidates in these applications.

  • Customer Service
  • Sales and Marketing
  • Grants Accounting
  • Inventory
  • Master Scheduling /MRP Planning
  • Order Management
  • Payables
  • Pricing
  • Project Accounting
  • Property Manager
  • Purchasing
  • Quality
  • Shipping

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Posted in Oracle Receivable | 8 Comments »Email This Post Email This Post | Print This Post Print This Post

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8 Responses
  1. Party Merge Says:

    […] MergeAR Customers-Merging UtilityConcurrent: Report Access Level and R12Supply Chain Management (SCM) :Techno-functional […]

  2. LE/OU Question on Merger or De-Merger Says:

    […] OUHappy Birthday Singapore!!Top 18 EBS UI : Provides all users with a highly productive interfaceAR Customers-Merging UtilityParty MergeConcurrent: Report Access Level and R12Supply Chain Management (SCM) :Techno-functional […]

  3. Hemant Says:

    Can you please update me how to upload Same customer A with two different bill to and ship to account in two different operation unit so that there should not be duplication of cutomer records

    Thanks

  4. Sanjit Anand Says:

    Hemant,

    Inter OU customer merge is not enable functionality atlaest upto R12.

    Read some additional note under heading “Party Merge or Account Merge – which one to pick”
    http://www.oracleappshub.com/accounts-receivable/party-merge/

    hope that makes more clear.

  5. Hemant Says:

    Hi,

    Can a party AAA of type person with status = Active have multiple active Customer Accounts ?

    For example

    Party_id Party Party_Type Party_Status Cust_account_id cust_account_status

    100 AAA Person A 101 A

    100 AAA Person A 102 A

    This party AAA has the same contact and location details.

    Please help.

  6. sanjit anand Says:

    yes, you can…

    check out the case discuseed here:
    http://www.oracleappshub.com/accounts-receivable/deep-drive-customer-interface-in-ar/#comment-719

  7. sanjit anand Says:

    yes, you can

    check out the case discussed some time back
    http://www.oracleappshub.com/accounts-receivable/deep-drive-customer-interface-in-ar/#comment-719

  8. sanjit Says:

    check out the case : comment section 16
    http://www.oracleappshub.com/accounts-receivable/deep-drive-customer-interface-in-ar/

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