This screen shows a list of all the customer merges made on the system and the status. Where records need to be merged then that can be done on this screen.
The screen is split into two halves- the screen on the left is the customer that is to be deactivated and the screen on the right is the customers to be retained.
When a Customer being deactivated already exists as a record in Oracle AR then the A/c no and Site No will have a value in them. Please make sure the Oracle accounst team is made aware of this merge so that they can do the same.
The Merged? checkbox will be ticked when the customers have been successfully merged in SLM (the contacts as well as any licences will be moved to the retained record)
If the records to be merged need to be confirmed or are awaiting further details then On hold? can be ticked. Then once the merge to to go ahead then untick On hold?
To merge records add a new line to the screen by clicking on and select the customer that needs to be deactivated on the left hand side. On the customer retained side - select the customer where the details of the customer to be deactivated will need to be merged to. On save the merge instruction will be queue to be implemented.