Chapter 38: Merging and Purging Customer Bill To Names (MMCB)

Purpose: Merging and purging customer bill-to names allows you to merge the A/R, address, and history information from a source bill-to customer record with a target bill-to record. More than one source bill-to can point to a single target bill-to number. You determine which customer bill-to is the target and which is the source bill-to record. The target record remains on the system, and the source bill-to is automatically deleted when you perform the merge/purge option.

For example, you might need to consolidate branch office bill-to records that were kept separately on the system and consolidate the A/R information with the corporate bill-to account. This option lets you merge one source and target bill-to record at a time; although, you can merge several source bill-tos with a target bill-to by performing the merge/purge option for each source/target bill-to combination.

In this chapter:

• Merge/Purge Customer Bill To Screen

• Merge/Purge Logic

• How Are the Bill-To Files Updated?

Merge/Purge Customer Bill To Screen

How to display this screen: Enter MMCB in the Fast Path field at the top of any menu or select the Merge/Purge Customer Bill To option from a menu.

CSR0362 ENTER Merge/Purge Customer Bill To 8/20/02 14:06:19 EZK Mail Order Source bill to customer . _______ Target bill to customer . _______ F3=Exit F9=Perform merge/purge F12=Cancel F22=User defined option F24=Select company

Field	Description
Source bill-to cust	The bill-to Acct # that you want to change to a source customer. Numeric, 9 positions; required.
Target bill-to cust	The number for the bill-to customer that you wish to designate as the target customer. When you perform the merge/purge option, the A/R information from the source customer you designated in the previous field will be consolidated with the target bill-to customer, and the source bill-to will be deleted from the system. Numeric, 9 positions; required.

Step-by-step instructions:

1. Complete the Source bill-to customer and Target bill to customer fields.

2. If you wish to merge the source bill-to with the target bill-to customer record, press F9. You receive a system message informing you that the MERGBILLTO job has been submitted to the job queue for processing.

Once this job has completed processing, the source bill-to record is purged from the system, and the information from the source bill-to is consolidated with the information for the target bill-to.

E-Commerce: CWDirect populates the EC Customer Bill To Merge Staging file if the Generate E-Commerce Customer Merge Staging Files (H86) system control value is set to YThe E-Commerce File Download Trigger Process (TRIGGER_DL) in the Working with Integration Layer Processes (IJCT) menu option sends a Customer Merge XML Message (CWFileTransfer) to the web storefront indicating customers have been merged in CWDirect and the customer information on the web may now be inaccurate. It is the web storefronts responsibility to retrieve the records in the e-commerce customer merge staging files.

Merge/Purge Logic

When you process a bill-to merge/purge, the system attempts to keep the best, most recent and most complete information for the target and source customer consolidated into one bill-to customer record.

Affected File	Comments
Customer Bill To Customer Bill To Extended	See How Are the Bill-To Files Updated?
Customer Bill To Note	Adds the source notes to the target.
Customer Bill To Phone #	Uses most recent phone numbers based on change date.
Cust Bill To Mail Hist	Adds the source history to the target history.
Cust Bill To User Field	If any user field is blank for the target customer but not the source customer, uses the source information.

How Are the Bill-To Files Updated?

Field	How Updated?
Address information:
Prefix First name Middle initial Last Name Suffix Company name Street Address Apartment Address line 2 Address line 3 Address line 4 City State Zip Delivery code PO Box?	Uses the target information. The system does not validate the target prefix against the Prefix file, regardless of the setting of the Validate Prefix (I27) system control value. See Working with Prefix Codes (WPFX) for an overview.
Additional information:
Match code Opt in/opt out Last pay amount Match code Fax flag EDI flag Additional documents flag Language code Currency code Credit limit D&B rating D&B date Date of last payment Hold/bypass/fraud	Uses the target information.
Email address Average days to pay Record extended Print statement Statement date Terms	For any of these fields, if the source has information in the field and the target does not, uses the source information.
$ on order # of credits # of invoices # of payments Cash LTD Delinquent A/R Open A/R Sales LTD Aging bucket 1-6 Cash YTD Cash LYTD Sales YTD Sales LYTD Cash aging bucket 1-6	Consolidates the source information with the target information.