As you complete the Key Entity and Merge Entities fields on the Entity Merge Utility screen, the system performs the following pre-checks to be sure that entity relationships are proper:
Whether accounts can be merged depends on their entity type, as shown in the following table:
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If the key entity type is a... |
Then the merge entity type can be... |
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Customer Bill-To/Ship-To |
Bill-To/Ship-To, Bill-To-Only, or Ship-To-Only. When a ship-to is listed, its bill-to must also be listed, either as the key entity or another merge entity. |
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Customer Bill-To-Only |
Bill-To-Only. The system changes any ship-tos pointing to this bill-to to point to the new bill-to. |
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Customer Ship-To-Only |
Ship-To-Only. The key and merge ship-tos must all point to a common bill-to. |
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Vendor Pay-To/Ship-From |
Pay-To/Ship-From, Pay-To-Only, or Ship-From-Only. When you list a ship-from, you must also list its pay-to, either as the key entity or another merge entity. |
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Vendor Pay-To-Only |
Pay-To-Only. The system changes any ship-froms pointing to this pay-to to point to the new pay-to. |
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Vendor Ship-From-Only |
Ship-From-Only. The key and merge ship-froms must all point to a common pay-to. |
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* Customer accounts flagged as Prospect or Branch cannot be a key or merge entity. |
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* Vendor accounts flagged as Freight Vendor or Manufacturer cannot be a merge entity. |
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Several restrictions apply to merging customer and vendor accounts. After you initiate the utility using the Begin hot key and respond affirmatively to disable branch accessibility for the merge entities, the utility checks the ENTITY and PRODUCT files for any cross-references to the entities in the Entity Merge/Purge List.
If either the ENTITY or PRODUCT files cross-reference any of the entities listed in the Entity Merge/Purge List, the system stops the merge and generates an edit listing. You must change or remove these cross-references and restart the Merge utility again.
A customer entity to be purged cannot be listed as:
A customer service stock entity on the Product Maintenance / Primary Inventory Maintenance / User Inventory Controls / Product Inventory Customer Service Stock screen.
An add demand customer on the Product Maintenance / Primary Inventory Maintenance / User Inventory Controls / Add Demand / Add Demand Customer Information screen.
The Alternate Customer/Vendor on the Customer Maintenance / Customer/Vendor Specific Part Numbers screen.
A consignment ship-to entity on the Customer Maintenance / Additional Info / Miscellaneous Customer Information screen.
A contract pricing entity for another customer on that customer's Customer Maintenance / Customer Pricing/Printing / Contract Pricing screen.
A vendor entity to be purged cannot be listed as:
A procure source in the Procurement Confirmation Queue.
An Emergency Procure Source in Procurement Group Maintenance.
The Default Direct Vendor for a product on the Product Maintenance / Additional Data / Miscellaneous Product Information screen.
The Alternate Customer/Vendor on the Vendor Maintenance / Customer/Vendor Specific Part Numbers screen.
See Also: