Merge Customer Locations Utility

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.

1. Choose Signature Utilities > File Maintenance Utilities > Service Management > Merge Cust. Locations.

2. 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. 

   Any task, equipment, contract, or service call records associated with this address ID will be moved to the new location.

3. Enter the new location where the merged file will be located.
4. Mark the Remove Location checkbox if you want to remove the original file location as they are merged.
5. Choose Merge. If records could not be merged, those records and associated alert messages will print on the Merge Location Error Log.