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Account Merge

Hi Experts....

I have one Requirement Regarding the Account merge.

Client Is having 2 duplicate accounts like A and B. Assume that A is the master Account and B is the source Account, when the client merge these A and B Accounts, Immediately whet ever we have the information we have in B account it Should come to A Account and B Account needs to be deleted or archive, and if we have any Opportunities Information In B Account that Opportunities Information Should come to A.

Please help me what steps i need to follow on this, ?? is there any CRM Technical Developer required for this?

Please help me as early as possible.

Regards

Mohammad

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12 Answers

  • Posted on Mar 07, 2014 at 02:56 AM

    Hi bhargavi

    thanks for the information. i saw this video long back. if we merge the accounts then the opportunity information should carry forward to the master record. and the source account should be archive or delete. Once we merge these 2 accounts then where i can see the newly carry forwarded opportunity Information. if i want to execute this type of process then what kind of GUI configuration required? i need configuration Related Information.

    Regards

    Mohammad

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  • Posted on May 15, 2014 at 09:27 AM

    The provided class is not available in CRM 7.0.

    Regards

    mohammad

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 03, 2014 at 03:03 PM

    Hi Mohammad,

    Please find the below links that will help you to understand the functionality of the merger account in Detail. This requires a detailed study and implemnting the correct note according to the error.

    http://wiki.scn.sap.com/wiki/display/CRM/Data+Cleansing?original_fqdn=wiki.sdn.sap.com

    Everything About merger account by Kiruthika - http://scn.sap.com/docs/DOC-34851

    Regards,

    karthik J

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 06, 2014 at 10:02 AM

    Hi Mohammad,

    i hope below video will answer all your questions.

    http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/1081a104-fd62-2c10-74a9-d36c6ecc3cee&overridelayout=true

    Regards

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  • Posted on Mar 20, 2014 at 07:30 AM

    HI bhargavi

    Thanks for the information

    I have run the program which you provided in the earlier mail CRM_BUPA_REALIGNMENT, in se38

    but i am getting run time error. here i am attaching run time error related information screen shots please have a look and guid me what next steps i need to follow.

    Please help me on this

    Regards

    Mohammad


    Capture1.PNG (36.1 kB)
    Capture2.PNG (25.8 kB)
    Capture3.PNG (16.0 kB)
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    • HI DJ

      I have created New BP as prospects,contact persons, employees,and i have created new leads and Opportunities with newly created BP's. when i am merging these newly created BP's I am not able to get the correct result. Could you please explain me what are the configuration i need to follow in this and what should be the possible case for this Account merge issue.

      Please help me its a very high priority issue.

      Regards

      Mohammad

  • Posted on Mar 29, 2014 at 05:15 PM

    Hi friends

    Could you please anyone help me on this.

    which i posted earlier with screenshot that issue was resolved, but still i have a issue with Account merge. please help me.

    Regards

    Mohammad

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  • Posted on Apr 02, 2014 at 07:30 AM

    Still the issue was not yet resolved

    Could you please help me on this.

    Regards

    Mohammad

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  • Posted on Apr 02, 2014 at 05:11 PM

    i am not able to add the word document

    can you please give some inputs so that i can add the word document for this account merge process what i did....

    regards

    Mohammad

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  • author's profile photo Former Member
    Former Member
    Posted on Apr 23, 2014 at 06:30 PM

    Hi,

    Make sure that User who executes the program "CRM_BUPA_REALIGNMENT" should have "SAP_ALL" Authorization.

    Completed/released Status documents will not be Merged, so make sure your opp/quotation system status should not be complete/released.

    Hope it helps you.

    Regards,

    Srinivas.

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  • Posted on Apr 27, 2014 at 08:34 AM

    Yes. I am having the above mentioned roles for my user name. Still i am not able to find the solution, can anyone please provide the solution.

    Regards

    mohammad

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