Customer Merge Utility Notes
The Customer Merge Utility merges one or more customer records into a single customer record. It is commonly used when duplicate customer numbers exist due to structural conversions or accidental duplicate setup. Note that:
-
This utility does not create new customers or delete customers. It only updates existing entries by merging the details and deactivating the duplicate customer numbers.
-
Only specific system files are updated. All other files still reference the FROM customer. Invoice and billing history files (such as MNBDH, MNBDD, INVHH) are not updated and remain under the FROM customer.
-
It is recommended to run this utility immediately after A/R Statements and before entering any new batches. The FROM customer must have no outstanding A/R before merging.
-
All Cash Receipt batches must be updated before running the merge.
-
Onsite dealers must ensure their PPUs are up to date by comparing with the master PPU listing for the current release.
-
The update portion of this utility requires a dedicated system.
-
A Duplicate Customer Report (program DUPCUSTCL) is available in IntelliDealer version 7.3 and higher. For ASP or Hosted customers, open the System Configuration menu, then select UTIL01, and then select Duplicate Cust Report. For standalone customers, run the command CALL DUPCUSTCL from the green screen.
-
Rarely, you may encounter "Converted" or "Invalid" errors, often related to structural changes or dealer conversions. Contact Support for assistance.
Updated Files
| Field | Description |
|---|---|
| CMASTR | Updates the FROM customer (status set to D, search set to ZZZZZ) |
| CMASCP | All customer profiles for FROM customer are changed to TO customer |
| CMFIS | All purchasing history for FROM customer is added to the purchasing history for TO customer |
| MEMOS |
All customer memos for FROM customer are changed to TO customer Memo is added for FROM customer indicating that memos were transferred to TO customer Memo is added to TO customer indicating that memos were transferred from FROM customer |
| CGIBASE |
All whole goods for FROM customer are changed to TO customer All searches are changed to TO customer |
| PARTHIST | All parts sales history for FROM customer are changed to TO customer |
| IMGPATH | All multimedia links for FROM customer are changed to TO customer |
| CMASAA |
The system keeps the TO customer information and retains the FROM customer information for agencies. Any agencies on the 'FROM' customer that are not on the 'TO' customer are copied to the 'TO' customer. You may want to create a report to list the agencies by customer and pull the data into excel or into a PDF file for reference later on. |
| CMASSH |
All customer ship to for FROM customer are changed to TO customer If the same ship to exists for both the FROM customer and TO customer the ship to remaining could be from either the FROM customer or the TO customer |
| CMASTRE | All customer A/R information for FROM customer are changed to TO customer |
| ARFILE |
All A/R history for the FROM customer is changed to the TO customer Errors occur if FROM customer has A/R outstanding balances. Searches for AR balances on the old customer number, IF the FROM customer number has an AR Balance, and error message reports and you are unable to enter a TO customer number. Then you are returned to the maintenance screen and you move on to the next one. |