Customer merge cases

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muskan
Posts: 32
Joined: Fri Nov 23, 2007 1:57 am
Location: Pakistan

Customer merge cases

Post by muskan »

What I have to do when I want to merge these customers with the following conditions..sorry for writing all this bcoz I am at the client site
and i dont have time to delve it myself so plz reply soon
1? <span id='hl' style='background-color: yellow'>SAME CUSTOMER WITH DIFFERENT SITES</span id='hl'>
Customer name =BP
Site name = Karachi bill to With
Customer name =BP
Site name =Lahore ship to
2?<span id='hl' style='background-color: yellow'>DIFFERENT CUSTOMER WITH DIFFERENT SITES</span id='hl'>
Customer name =BP
Site name = Karachi bill to With
Customer name =Shell
Site name =Lahore ship to
3?<span id='hl' style='background-color: yellow'>DIFFERENT CUSTOMER WITH DIFFERENT SITES
I-e KARACHI HAS TO BE REPLACE WITH LAHORE</span id='hl'>
Customer name =BP
Site name = Karachi bill to With
Customer name =Shell
Site name =Lahore ship to
4?<span id='hl' style='background-color: yellow'>DIFFERENT CUSTOMER WITH DIFFERENT SITES
BUT TRANSFER KARACHI TO SHELL</span id='hl'>
Customer name =BP
Site name = Karachi bill to With
Customer name =Shell
Site name =Lahore ship to
5-<span id='hl' style='background-color: yellow'>Transfer all site of BP to shell </span id='hl'>
6-<span id='hl' style='background-color: yellow'>merge all site of BP with shell</span id='hl'>
7-what is the difference between <span id='hl' style='background-color: yellow'>party merge </span id='hl'> and <span id='hl' style='background-color: yellow'>account merge</span id='hl'>
8-While defining a customer a <span id='hl' style='background-color: yellow'>check box </span id='hl'> of <span id='hl' style='background-color: yellow'>identifying customer </span id='hl'> is there what is the purpose of it
9-is it possible that one site appears in the cutomer window which can be <span id='hl' style='background-color: yellow'>utilize for all purposes</span id='hl'>
C-MOON
Posts: 70
Joined: Tue Nov 27, 2007 1:46 am
Location: Pakistan

Post by C-MOON »

1? SAME CUSTOMER WITH DIFFERENT SITES

In this case ur customer BP with Karachi bILL to with will remain and ur lahore ship to will disappear as u r merging site Lahore in Khi so u can later change any site level changes but header will remain same BP.

2. DIFFERENT CUSTOMER WITH DIFFERENT SITES

IN THIS CASE U WILL BE CAREFUL WHETHER U ARE MERGING BP INTO SHELL OR SHELL INTO BP THE site level info of BP will exist in case of BP into SHELL CASE AND VICE VERSA.

SAME IS IN CASE 3.
REST I DONT HAVE ENOUGH TIME TO REPLY
k.khan
Posts: 177
Joined: Thu Apr 12, 2007 2:54 am
Location: Pakistan

Post by k.khan »

Mohinsa ur doing mistake here?
<span id='hl' style='background-color: yellow'>Replying to ur case 1</span id='hl'>
Ur merging same customer sites with different usages which is not possible u can merge only same usage sites e.g ship to to ship to ,bill to to bill to and ur repeating this mistake in each of ur cases, if u want to delete the old customer site check the delete after merge but be careful it will erase all info from data base so no audit trail now press the button merge
<span id='hl' style='background-color: yellow'>Case 2</span id='hl'>
Same is the case rectify yourself and do it
<span id='hl' style='background-color: yellow'>Case-3</span id='hl'>
U have choosen the word replace which I think is not possible how ever there is one Option available of copy site it will copy the site and if u think the site which u want to replace can in another go copy in to first one, check it out and let me know I am myself confused but a very good case
<span id='hl' style='background-color: yellow'>Case-4 </span id='hl'>
Only copy site will work u out
<span id='hl' style='background-color: yellow'>Case-5 </span id='hl'>
5 is same as of 3
<span id='hl' style='background-color: yellow'>case-6</span id='hl'>
same as of 1
rest of them I myself don?t know ...
Mohinsa take charge
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