CDM - Billing Account and Account Site Merge

Hi,

In this post, I will discuss how we can merge duplicate Receivables Billing Accounts and Account Sites with CDM Duplicate Resolution feature. You will find it useful if you want to address the use case like below,

I have a single customer with multiple billing accounts and account sites. Some of the billing accounts and sites are duplicates. I will need to merge them.

To merge the duplicate Billing Accounts and Account Sites on a single customer, you will create a resolution request in CDM like below,

Once request is created, you can use override feature to perform the duplicate selection like below screens,

Override

Billing Account Selections

Account Site Selections

Once the request is completed like below,

You can verify the merge result in Receivables like below,

With CDM Duplicate Resolution feature, you can perform duplicate merges for the following use cases as well -

• Single Customer, Single Billing Account, Multiple Account Sites
• Multiple Customers, Multiple Billing Accounts, Multiple Account Sites

Hope this will be helpful for your implementations. Let me know if any feedback.

Thanks,

Adam Liu