Merge Record – receivables Process

Oracle Fusion Cloud does not yet offer Customer Merge. Cloud just moves customer account. So,
you will end up with 2 accounts on the master customer and hence 2 sites.

1. Click on “Billing” under Receivables.

2. Click on Manage Customer available Under Task List.

3. Search the customer name and click on search button.

4. Select Merge record under Action.

5. Search the duplicate record by clicking on below highlighted icon.

6. Search the duplicate customer record and click on ok button.

 7. Click on Merge tab.

8. Select the attribute value to reflected in the merge customer record. After that click on
submit button.

After submission confirmation message would be received as below: -

9. Click setup and maintenance as shown below.

10. Make the global search by clicking on the search available under task list.

11. Navigate to setup and maintenance-> search the task -> Run Request Dispatch Job and
submit the same.
 12. After that click on submit button.

13. Click on Duplicate Resolution available under Customer data Management.

Note: - To have the access of above task, “Customer Data Steward “role should be assigned to
the user

14. Select the Request ID and after that click on submit tab.
After the above process, customer records would be successfully merged into the master record.