Showing posts with label Account Merge. Show all posts
Showing posts with label Account Merge. Show all posts

Sunday, March 31, 2024

Party / Organization / Customer Merge in Oracle Fusion

Profile Options:
==================
Role: Data Steward Manager
Task: Manage Administrator Profile Value

Set the below Profile options

ZCA_MERGE_REQUEST Site=Yes
ZCH_AUTO_MERGE_THRESHOLD level =0
ZCH_USER_MERGE_REQUESTS to have Allow processing without approval.

Please follow the next steps:

Step1: Navigate to Customer Data Management > Duplicate Resolution 
     > Task List > Create Resolution Request > Search for Customer 
     > select it > Create Request

Step2: Duplicate Resolution (CDM) > Request is in status Pending 
> select the row > Actions > Submit

Step3: Go to Setup and Maintenance > search for Run Request Dispatch Job 
> do not modify anything, just Submit

Step4: After Request ID run successfully > Return to Duplicate Resolution 
> Status is now New

Step5: Enter on Request ID > Override

Step6: Next > Select Accounts to be merged > Merge 
> You can choose the Master Account > Next > Next > Submit

Step7: Duplicate Resolution (CDM) > Request is in status Submitted

Step8: Go to Setup and Maintenance > search for Run Request Dispatch Job 
> do not modify anything, just Submit

Step9: Duplicate Resolution (CDM) > Request is in status Completed

Step10: Check Customer in Receivables > Billing > Manage Customers

The accounts are now merged