If you have multiple locations for a customer, you can use this utility to merge all records associated with those locations into a single location. The merge process reassigns all equipment, tasks, contracts, service calls, and subsidiary records from one customer location to another location.
For example, a customer has the following multiple location records:
- Location 1 (primary) Contract 100
- Location 2 (warehouse) Contract 200
When you merge Location 2 and the subsidiary Contract 200 record into Location 1, both Contract 100 and Contract 200 will be stored with the Location 1 record. You also have the option of deleting Location 2 during the merge process.
If a duplicate record is found at the primary location, the process will be suspended and you can modify or delete the affected records.
- Choose Signature Utilities > File Maintenance Utilities > Service Management > Merge Cust. Locations.
- Enter the customer ID and associated address ID that will be merged to a different location. The originating address ID cannot be the primary address.
Note: Any task, equipment, contract, or service call records associated with this address ID will be moved to the new location.
- Enter the new location where the merged file will be located.
- Mark the Remove Location check box if you want to remove the original file location as they are merged.
- Choose Merge. If records could not be merged, those records and associated alert messages will print on the Merge Location Error Log.
Note: To merge files from a second location to this location, you must complete this procedure again.