When you select a record for deletion, Duplicate Merge Manager checks to make sure that the target ID can be deleted validly. An ID cannot be deleted if any of the following conditions are true:
■ There is no Retain ID.
■ There is an open invoice with a non-zero balance where the BT_ID equals the target ID.
■ There is an open order where the BT_ID equals the target ID and the order stage is not completed, cancelled, closed, or empty.
■ There is an active subscription record where the ID equals the target ID.
■ There is a registration for an open event where the ST_ID equals the target ID.
■ There is a dependent Referral record where the PROVIDER_ID equals the target ID (and REFERRAL_FEE > 0 and READY_TO_INVOICE = 1 and ORDER_NUMBER = 0).
■ There is a Name record where the BT_ID or CO_ID equals the target ID.
■ There is a Name_Fin record where the BT_ID equals the target ID.
To select IDs to delete
1. Select the IDs to be deleted in the IDs to Merge list.
2. Click > to move the selected IDs to the IDs to Delete list.
Note: If a record cannot be deleted, a warning message displays explaining why the record cannot be deleted. Minimize the Duplicate Merge Manager window and find the customer record in iMIS to verify the error. For example, if the message indicates that an active subscription exists for this ID, check the Dues/Subscription Item Detail window for this ID (from Customers, find the customer record, select the Billing tab, and double-click on a line item) to see if there are any active subscriptions. A subscription can have a zero balance and still give this message when the status is A (Active).
To save the selections to merge during the current DMM session
1. After you have selected the Retain ID, the IDs to Keep, the IDs to Merge, and the IDs to Delete, click Save. A message displays asking if you want to store this group to be merged later.
2. Click No.
3. You can review another duplicate group by clicking the appropriate group button. You can override the saved data for a group by changing your selections on the group’s Action tab and clicking Save.
To save the selections to merge during a later session
1. After you have selected the Retain ID, the IDs to Keep, the IDs to Merge, and the IDs to Delete, click Save. A message displays asking if you want to store this group to be merged later.
2. Click Yes. A message displays indicating the group’s sequence number.
3. Click OK. The group can be merged by clicking Saved Groups and then Merge during the current Duplicate Merge Manager session or during a later session. You can continue reviewing duplicate groups. The next available duplicate group is displayed, or you can select a duplicate group by clicking the appropriate group button.
Note: The next available duplicate group displayed is the group with the lowest sequence number that has not yet had any merge actions specified with the Manage Groups function.
To edit the selections
Values saved on the Action tab can be edited at any time prior to the Merge process.
1. Click Manage Groups to display the Manage Groups view on the Duplicate Merge Manager window.
2. Click Find Group, GoTo Group, Previous Group, or Next Group to display the group to edit.
3. Select the Action tab.
4. Edit the IDs to Keep, IDs to Merge, and IDs to Delete lists as needed, or click Clear to clear all of the lists.
5. Click Save. If you do not click Save, a message displays when you exit the Manage Groups view on the Duplicate Merge Manager window asking if you want to save the changes you have made on the Action tab. Click Yes to save the changes, or click No to cancel your changes.