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. If you need to delete Location 2, you can do this from the Location window as this validates the address is not in use and will warn you if it cannot be deleted.

If a duplicate record is found at the primary location, the process will be suspended and you can modify or delete the affected records.

IMPORTANT

• The Bill to Customer/Bill to Address information for any records that reference the Service Location to be merged will not be updated. Please evaluate all instances where this Service Location is used as a Bill to Address for any open Service Call, Service Invoice, Master Contract, and/or Maintenance Contract.
• This feature is NOT compatible with Equipment Management and will not update the link between the EMS Equipment and the Signature Customer and Location. Any links for Equipment for the service location that has been merged will need to be updated to ensure ongoing scheduled maintenance can be properly generated.

To merge customer locations:

1. Select 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. Select Merge. If records could not be merged, those records and associated alert messages will print on the Merge Location Error Log.
5. To merge files from a second location to this location, you must complete this procedure again.