![]() In order to do this, you would want to create Ann Williams as the target customer and Ann Delaney as the source customer. To reset all customers flagged with the M status and make them eligible for merge/purge selection again, use the Clearing Customer Sold To Status (MCST) menu option.Īdding records to the merge/purge: This function also allows you to create target and source customers in order to merge customer records that the system would not ordinarily select because the match codes are entirely different.įor example, if customer Ann Delaney resumes using her maiden name, Williams, and places an order under that name, you would want to merge Ann Delaney's customer and order history with her new customer record, Ann Williams. Using this option flags the customer’s Status as M, which indicates to omit the customer from future merge/purge lists. Omitting customers from merge/purge: You can use the delete option at the Work with Source Customers Screen to omit a customer from the merge. For example, Jonathan Jones places orders on two occasions and gives Jon as his first name on one order, Jonathan as his first name on another order. A duplicate can also occur during Order Entry if a customer uses a variation of his first name on different orders. For example, Gerald Smith and Geraldine Smith live at the same address, and use the same nickname, Jerry. Where do duplicates come from? Duplicate codes can result when two customers have demographic information close enough to produce identical match codes. Note: It is recommended that you process the merge/purge for your bill-to customers before your sold-to customer, to avoid unnecessary duplicate bill-to errors. The logic that the system uses in performing the merge/purge is discussed later in this topic. In each case, the system attempts to preserve the most current and complete information. When you process the merge/purge, the system consolidates information from each source customer with the target customer. This is the customer number that remains on the system when you run the merge/purge. The system selects the oldest customer record as the target customer. ![]() Several source customer numbers can point to the same target customer number if they all share a match code. Purpose: Merging and purging customer sold-to names allows you to streamline your customer database by consolidating order and sales information from customers that have duplicate match codes (source customers) into a target customer record. Working with Mer ge/Purge Sold-to Names (MMCS)
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