This collection of reference guides is intended for the Customer Manager and Data Steward Manager for customer data set up, reviewing, and merging customer data.

• Create a Customer
• Submit Merge Request
• Run Merge Request Scheduled Processes
• Verify Customer Merge

Terminology

• Customer Merge: Use Customer Merge to consolidate any duplicate customers or transfer site use activity from a customer or site that is no longer active or has been taken over by another customer or site.

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• N/A

Create a Customer

1. Select Company Single Sign-On to access your Oracle account.  

2. Navigate and select the Receivables module.
3. Select Billing.          

4. Select Taskbar.
5. Select Create Customer under Customers.     

6. Select Customer Type.
7. *Optional: Add Name, D-U-N-S Number and Taxpayer Identification Number, if available.
8. Add Account Description and select Account Type and Customer Class (optional).  

9. Select Account Address Set and From Date.
10. Add Address Line 1, Select City, State and Postal Code.   

11. Select “+” icon. Add two lines.
12. Select Purpose.      

13. Select Save and Close (you will redirect to Manage Customer Page).      

14. Enter Registry ID, or Organization Name, or Account Description, or Account Number and select Search. 

15. Select Account Number hyperlink.        

16. Select Profile History.
17. Select Actions.
18. Select Correct Record.     

19. Select Profile Class form the dropdown.           

20. Select Save and Close.    

21. Select Site Number hyperlink.    

22. Select Profile History.
23. Select Create Site Profile.

24. Select Profile Class.
25. Select Save and Close.    

26. Select Communication tab.
27. Select Edit Contacts.        

28. Select first “+” icon.

29. Add First Name, and Last Name. Select Role Type selected as Contact and select OK.           

30. Select “+” icon under Contact Points.    

31. Select Contact Point Type, Type, and Purpose. Add Phone Country Code, Phone, From Date and select OK.           

32. Select “+” icon.
33. Select Responsibility Type.
34. Select “✔” icon to make it primary.         

35. Select Save and Close.    

36. Select Save and Close.    

37. Select Done.

You have now completed the process of creating a customer.

 

1. Select Company Single Sign-On to access your Oracle account.  

2. Navigate and select the Receivables module.
3. Select Billing.          

4. Select Taskbar.
5. Select Manage Customers under Customers. 

6. Enter Registry ID, Organization Name, Account Description, or Account Number.
7. Select Search.

  

8. Highlight the Customer line and select Actions.
9. Select Merge Record.       

10. Select Duplicate Record.
11. Select Merge.          

12. Note the Merge Request ID and Select OK.     

You have now completed the process of submitting a merge request.

 

1. Select Company Single Sign-On to access your Oracle account.  

2. Select Customer Data Management.
3. Select Duplicate Resolution.      

4. Select Request ID.
5. Select Dispatch.     

6. Select OK (the status will change from Pending to New).      

7. Select the Request ID.
8. Select Submit (the status will change from New to Submitted).       

9. Select OK (the status will change from Submitted to Completed).  

You have now completed run merge request scheduled processes

 

1. Select Company Single Sign-On to access your Oracle account.  

2. Navigate and select the Receivables module.
3. Select Billing.

4. Select the Taskbar.
5. Select Manage Customers under Customers.

6. Enter Registry ID, Organization Name, Account Description, or Account Number.
7. Select Search.        

8. Select the Customer Registry ID Hyperlink and verify Customer merge.   

You have now completed verifying customer merge.