How To Merge Your Oracle Cloud Customers In Less Than Five Minutes!

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Our agenda will be:
Introduction
Setup process
Practical Example
What After Merge

Use Customer Merge to consolidate any duplicate customers or transfer site use activity from a customer or site that is no longer active or has been taken over by another customer or site. After the merge completes successfully, all activity that was previously associated with the old customer or site is now associated with the new customer or site. Activity includes invoices, debit memos, commitments, credits, receipts, adjustments, and chargebacks. The merge process also checks for records in the AutoInvoice interface tables.


Setup Steps:
The setup for the automated without approval customer merge only organizations without accounts is presented below:

Assign the Data Steward Manager role per the BU you are interested and for the relevant datasets.

In the Manage Administrator Profile Value you have to set:
ZCA_MERGE_REQUEST Site=Yes
ZCH_AUTO_MERGE_THRESHOLD level =0
ZCH_USER_MERGE_REQUESTS to have Allow processing without approval.

and then create the merge request from Receivables, Billing, Manage Customers and at the end follow the below steps.
1 Go to Setup and Maintenance
2 Search for Run Request Dispatch Job
4 Go to task
5 Submit the task
6 Take note of the process number
7 go to scheduled processes and find the Process submitted with the number provided
8 return to the Customer Data Management then Duplicate Resolution Requests
9 See if the merge request are still in Submitted or are completed.

This solution will result in having all the accounts from both parties visible under the master one.

After that the secondary accounts can be end dated so the history will remain there but the account will not be usable any longer for transactions