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Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
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3Understanding TCA Merge Processes & Impact
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Oracle Advisor Webcast
Understanding Trading Community
Architecture (TCA) Merge Processes &
Impact
Tapas Kumar Ghosh
Principal Software Engineer
May 10, 2017
4Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
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information purposes only, and may not be incorporated into any contract. It is not a
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5Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Oracle Advisor Webcast
6Understanding TCA Merge Processes & Impact
Understanding Trading Community
Architecture (TCA) Merge Processes &
Impact
Tapas Kumar Ghosh
Principal Software Engineer
May 10, 2017
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 7Understanding TCA Merge Processes & Impact
Objectives
• Know about TCA Merge processes
• Understand functional impact
• Learn changes in TCA Data Model
• Become familiar with Merge APIs
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management (DQM) Merge APIs
Known Scenarios
1
2
3
4
5
8
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management Merge APIs
Known Scenarios
1
2
3
4
5
9
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
What is Party Merge?
• Merge parties and their related entities
– Party Sites
– Party Relationships
– Contact Information
– Party Profiles
• Consolidate duplicate parties or party sites
• Merge duplicate party sites of a party
10Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
When is Party Merge Used?
• Primarily used for finding and resolving duplicates
• Mergers and acquisitions
– Post Party Merge Considerations
• All existing transactions associate to surviving (merge-to) party
• Cannot reconcile / audit transaction details for acquired (merge-from) party
• Cannot reprint invoices for acquired (merge-from) party
11Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
How to Use Party Merge?
• Define and submit Duplicate Identification Batch
• Review duplicates and create Merge Batch
• Submit Merge Batch to Party Merge
• Run Party Merge concurrent program
• Review the Party Merge log
– Request ID
– Log Message
– Execution Status
12Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Accessing Party Merge
13Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Merge Batch Form - Before Party Merge
Understanding TCA Merge Processes & Impact 14
• Delete Merged Records
– Merge-from party status set to
• Deleted when enabled
• Merged when not enabled
• Transfer Operation
– Merge-from & -to party sites not
duplicates
– Merge-from party site transfers to
merge-to party
– Uses copy & merge process (legal
auditing requirements)
– Copy of merge-from party site
created for merge-to party
– Merge-from party site merged with
that copy & set to merged
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Merge Batch Form - After Party Merge
15Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Running Party Merge
16Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 17Understanding TCA Merge Processes & Impact
Party Merge (ARHPMERGE) Log
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Party Merge Execution Report
18Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management Merge APIs
Known Scenarios
1
2
3
4
5
19
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
What is Customer / Account Merge?
• Consolidate duplicate customers
• Transfer site use activity from inactive customer / site
– Invoices & Debit Memos
– Credit Memos & Receipts
– Adjustments & Chargebacks
– Commitments
20Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
When is Customer / Account Merge Used?
• Merge scenarios
– Site uses of same customer
– All site uses of two different customers
– Individuals or organizations
Post Customer Merge Considerations
– All activities associated with old (merge-from) customer / site
now associates to new (merge-to) customer / site
– Old (merge-from) customers & site uses deleted or set to inactive
– Inactive customers cannot generate new transactions
– Can view inactive customers and reactivate them any time
21Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Recommendations Prior to Customer / Account Merge
Review reports to identify duplicate / inactive customers / sites
– Duplicate Customer Report
• List of all duplicate customers
– Customer Listing Detail Report
• List of contacts, addresses and relationships of each customer
– Customer Listing Summary Report
• List of customers and their addresses
22Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
How to Use Customer / Account Merge?
• Create map that shows site uses to merge and maintain
• Submit the merge process
– Individual Merge: Use Customer Merge window
– Batch Merge: Run Customer Merge concurrent program
• Review the Customer Merge Execution Report
– Request ID
– Status
– Name & Number
– Address & Location
23Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Accessing Customer / Account Merge
24Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Form
25Understanding TCA Merge Processes & Impact
• Delete After Merge check box
– Checked: System deletes
merge-from customer from
HZ tables
– Unchecked: System sets
merge-from customer status
to inactive
• Process Priority - assign when
creating Merge Batch
– P1-High
– P2-Medium
– P3-Low
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Running Customer / Account Merge
26Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge (RAXMRG) Log
27Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Execution Report
28Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management Merge APIs
Known Scenarios
1
2
3
4
5
29
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Party Merge Legend
30Understanding TCA Merge Processes & Impact
PARTY
PARTY SITE
Party Site Use
MERGED
TRANSFERRED
 Active Party
 Active Party Site
 Active Party Site Use
 Merged Party / Site / Site Use
 Transferred Party / Site / Site Use
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Party Merge Example - Before Merge
31Understanding TCA Merge Processes & Impact
Merge-to PartyMerge-from Party
HYDERABAD - 81 BANGALORE - 76
PARTY A
Bill-To
Ship-To
Marketing
Bill-To
Ship-To
DELHI - 45 BANGALORE - 76
PARTY B
Bill-To Ship-To
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Party Merge Example - After Merge
32Understanding TCA Merge Processes & Impact
Merge-to PartyMerge-from Party
HYDERABAD - 81 BANGALORE - 76
PARTY A
Bill-To
Ship-To
Marketing
Bill-To
Ship-To
DELHI - 45 BANGALORE - 76
PARTY B
Bill-To
HYDERABAD - 81
Bill-To
Ship-To
Marketing
Bill-To
Ship-To
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Party Merge Points to Remember
• May only merge parties of same party type
– Organization  Organization
– Person  Person
• Set HZ: Enable DQM Merge Suggestion profile option to No
– Disables DQM suggestion
– Reduces time lag
– Improves performance during create Merge Batch process
33Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Legend
34Understanding TCA Merge Processes & Impact
CUSTOMER
ACCOUNT SITE
Account Site Use
Site Use Activity
INACTIVE
 Active Customer / Account
 Active Account Site
 Active Account Site Use
 Activities like invoice, receipt, etc.
 Inactive Customer / Site / Site Use
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Example - Single Customer
35Understanding TCA Merge Processes & Impact
Before Merge
Bill-To
CUSTOMER
HYDERABAD - 34 BANGALORE - 29
Ship-To Bill-To Ship-To
Receipt # 1Invoice # 1
After Merge
Bill-To
CUSTOMER
HYDERABAD - 34 BANGALORE - 29
Ship-To Bill-To Ship-To
Receipt # 1 Invoice # 1
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Example - Multiple Customers
36Understanding TCA Merge Processes & Impact
Bill-To
CUSTOMER A
DELHI - 11 MUMBAI - 47
Ship-To Bill-To Ship-To
Receipt # 2Invoice # 2
Bill-To
CUSTOMER B
HYDERABAD - 59 BANGALORE - 62
Ship-To Bill-To Ship-To
Before Merge
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Example - Multiple Customers
37Understanding TCA Merge Processes & Impact
Bill-To
CUSTOMER B
HYDERABAD - 59 BANGALORE - 62
Ship-To Bill-To Ship-To
Receipt # 2Invoice # 2
Bill-To
CUSTOMER A
DELHI - 11 MUMBAI - 47
Ship-To Bill-To Ship-To
After Merge
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer / Account Merge Points to Remember
• May only merge sites having same site use type
– Bill-To Site  Bill-To Site
– Ship-To Site  Ship-To Site
• Tax Validation for Merge
– Merge addresses must be within same Tax Jurisdiction
– Tax Validation check box in Geography Hierarchy
• Checked: Address elements with tax validation usage must match
• Unchecked: Can merge addresses as long as country is same
38Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer / Account Merge Related Profile Options
• AR: Customer Merge Commit Size
– Determines size of the merge sets
• HZ: Location Updatable
– Location unique for each combination of customer account + site use type
• Yes: Update location field
• No: Unique sequential value automatically assigns as merge-to customer location
• HZ: Audit Customer Account Merge
– Creates audit log for products other than TCA
• HZ: Log Customer Merge
– Log information about Customer Merge program in log file
39Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management Merge APIs
Known Scenarios
1
2
3
4
5
40
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
CUSTOMER_TABLE
CUSTOMER_COLUMN
Before merge /
Row deleted
After merge /
Row inserted
Data unchanged
Customer Information
PARTY_TABLE
PARTY_COLUMN
Before merge /
Row deleted
After merge /
Row inserted
Data unchanged
TCA Registry Impact Legend
41Understanding TCA Merge Processes & Impact
Party Information
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
TCA Registry
Party Merge Impact
42Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
STATUS
M
Before Merge
STATUS
A
HZ_ORGANIZATION_PROFILES
ORGANIZATION_
PROFILE_ID
PARTY_
ID
ORGANIZATION_
NAME
EFFECTIVE_
START_DATE
217540 505207 Tapas PM Party A 25-Apr-2017
After Merge
EFFECTIVE_
END_DATE
STATUS
25-Apr-2017 M
Before Merge
EFFECTIVE_
END_DATE
STATUS
Party Merge - Merge-from Party (Party Data)
43Understanding TCA Merge Processes & Impact
HZ_PARTIES
PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE
505207 62371 Tapas PM Party A ORGANIZATION
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
PARTY_SITE_
NUMBER
STATUS
Tapas PM
Customer Site A-M
M
After Merge
STATUS
M
M
Before Merge
STATUS
A
A
HZ_PARTY_SITES
PARTY_SITE_ID PARTY_ID LOCATION_ID
280889 505207 28042
Before Merge
PARTY_SITE_
NUMBER
STATUS
Tapas PM
Customer Site A
A
Party Merge - Merge-from Party (Party Data)
44Understanding TCA Merge Processes & Impact
HZ_PARTY_SITE_USES
PARTY_SITE_
USE_ID
PARTY_
SITE_ ID
SITE_USE_TYPE PRIMARY_PER_TYPE
294266 280889 BILL_TO Y
294267 280889 SHIP_TO Y
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
0 rows retrieved
After Merge
0 rows retrieved
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS PARTY_ID
176929 151876 A 505207
Party Merge - Merge-from Party (Customer Data)
45Understanding TCA Merge Processes & Impact
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS
151876 505207 Tapas PM Customer A A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
0 rows retrieved
After Merge
0 rows retrieved
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
SITE_USE_
CODE
PRIMARY_
FLAG
STATUS LOCATION ORG_ID
43835 38842 BILL_TO Y A 123 204
43838 38842 SHIP_TO Y A 456 204
Party Merge - Merge-from Party (Customer Data)
46Understanding TCA Merge Processes & Impact
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_
SITE_ID
STATUS ORG_ID
BILL_TO_
FLAG
SHIP_TO_
FLAG
38842 151876 280889 A 204 P P
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
No Change
After Merge
No Change
HZ_ORGANIZATION_PROFILES
ORGANIZATION_
PROFILE_ID
PARTY_
ID
ORGANIZATION_
NAME
EFFECTIVE_
START_DATE
EFFECTIVE_
END_DATE
STATUS
217541 505208 Tapas PM Party B 25-Apr-2017
Party Merge - Merge-to Party (Party Data)
47Understanding TCA Merge Processes & Impact
HZ_PARTIES
PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE STATUS
505208 62372 Tapas PM Party B ORGANIZATION A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
No Change
New rows
inserted
HZ_PARTY_SITE_USES
PARTY_SITE_
USE_ID
PARTY_SITE_ID
SITE_USE_
TYPE
PRIMARY_PER_TYPE STATUS
294268 280891 BILL_TO Y A
294274 280899 BILL_TO N A
294275 280899 SHIP_TO Y A
After Merge
-
No Change
New row
inserted
HZ_PARTY_SITES
PARTY_
SITE_ID
PARTY_ID
LOCATION_
ID
PARTY_SITE_ NUMBER STATUS
CREATED_BY_
MODULE
280891 505208 28044 Tapas PM Customer Site B A HZ_CPUI
280899 505208 28042 Tapas PM Customer Site A A
HZ_TCA_
CUSTOMER_MERGE
Party Merge - Merge-to Party (Party Data)
48Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
No Change
New row inserted
After Merge
-
No Change
New row inserted
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS PARTY_ID
176930 151878 A 505208
176929 151876 A 505208
Party Merge - Merge-to Party (Customer Data)
49Understanding TCA Merge Processes & Impact
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS
151878 505208 Tapas PM Customer B A
151876 505208 Tapas PM Customer A A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
No Change
New rows inserted
After Merge
-
No Change
New row inserted
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
SITE_USE_
CODE
PRIMARY_
FLAG
STATUS LOCATION ORG_ID
43841 38843 BILL_TO Y A 456 204
43835 38842 BILL_TO Y A 123 204
43838 38842 SHIP_TO Y A 456 204
Party Merge - Merge-to Party (Customer Data)
50Understanding TCA Merge Processes & Impact
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_
SITE_ID
STATUS ORG_ID
BILL_TO_
FLAG
SHIP_TO_
FLAG
38843 151878 280891 A 204 P
38842 151876 280899 A 204 P P
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Before Merge
PARTY_ID
505207
505208
After Merge
PARTY_ID
505208
No Change
Before Merge
PARTY_ID
505207
505208
After Merge
PARTY_ID
505208
No Change
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS
176929 151876 A
176930 151878 A
Party Merge - Customer Accounts Data Comparison
51Understanding TCA Merge Processes & Impact
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID ACCOUNT_NUMBER STATUS
151876 Tapas PM Customer A A
151878 Tapas PM Customer B A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Before Merge
PARTY_SITE_ID
280889
280891
After Merge
No Change
After Merge
PARTY_SITE_ID
280899
No Change
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
SITE_USE_
CODE
PRIMARY_
FLAG
STATUS LOCATION ORG_ID
43835 38842 BILL_TO Y A 123 204
43838 38842 SHIP_TO Y A 456 204
43841 38843 BILL_TO Y A 456 204
Party Merge - Customer Accounts Data Comparison
52Understanding TCA Merge Processes & Impact
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
STATUS ORG_ID
BILL_TO_
FLAG
SHIP_TO_
FLAG
38842 151876 A 204 P P
38843 151878 A 204 P
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
TCA Registry
Customer / Account Merge Impact
53Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
No Change
After Merge
No Change
HZ_ORGANIZATION_PROFILES
ORGANIZATION_
PROFILE_ID
PARTY_
ID
ORGANIZATION_
NAME
EFFECTIVE_
START_DATE
EFFECTIVE_
END_DATE
STATUS
217547 505214 Tapas CM Party A1 25-Apr-2017
Customer Merge - Merge-from Customer (Party Data)
54Understanding TCA Merge Processes & Impact
HZ_PARTIES
PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE STATUS
505214 62373 Tapas CM Party A1 ORGANIZATION A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
No Change
HZ_PARTY_SITE_USES
PARTY_SITE_
USE_ID
PARTY_
SITE_ID
SITE_USE_
TYPE
PRIMARY_PER_TYPE STATUS
294279 280906 BILL_TO Y A
294280 280906 SHIP_TO Y A
After Merge
No Change
HZ_PARTY_SITES
PARTY_
SITE_ID
PARTY_
ID
LOCATION_
ID
PARTY_SITE_ NUMBER STATUS
280906 505214 28055 Tapas CM Customer Site A1 A
Customer Merge - Merge-from Customer (Party Data)
55Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
Row deleted
Customer Merge - Merge-from Customer (Customer Data)
56Understanding TCA Merge Processes & Impact
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS
151889 505214 Tapas CM Customer A1 A
Delete After Merge = Yes
Delete After Merge = No
Before Merge
STATUS
A
After Merge
STATUS
I
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER
151893 505216 Tapas CM Customer A2
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
Row deleted
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS PARTY_ID
176935 151889 A 505214
Customer Merge - Merge-from Customer (Customer Data)
57Understanding TCA Merge Processes & Impact
Delete After Merge = Yes
Delete After Merge = No
Before Merge
STATUS
A
After Merge
STATUS
I
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID PARTY_ID
176937 151893 505216
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
Row deleted
Customer Merge - Merge-from Customer (Customer Data)
58Understanding TCA Merge Processes & Impact
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_SITE_ID STATUS ORG_ID
BILL_TO_
FLAG
SHIP_TO_
FLAG
38849 151889 280906 A 204 P P
Delete After Merge = Yes
Delete After Merge = No
Before Merge
STATUS
A
After Merge
STATUS
I
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_
SITE_ID
ORG_ID
BILL_TO_
FLAG
SHIP_TO_
FLAG
38851 151893 280910 204 P
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
Rows deleted
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
SITE_USE_
CODE
PRIMARY_
FLAG
STATUS LOCATION ORG_ID
43852 38849 BILL_TO Y A 123 204
43853 38849 SHIP_TO Y A 456 204
Customer Merge - Merge-from Customer (Customer Data)
59Understanding TCA Merge Processes & Impact
Delete After Merge = Yes
Delete After Merge = No
HZ_CUST_SITE_USES_ALL
SITE_
USE_ID
CUST_ACCT_
SITE_ID
SITE_USE_
CODE
PRIMARY_
FLAG
LOCATION ORG_ID
43858 38851 BILL_TO Y 123 204
Before Merge
STATUS
A
After Merge
STATUS
I
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
No Change
After Merge
No Change
HZ_ORGANIZATION_PROFILES
ORGANIZATION_
PROFILE_ID
PARTY_
ID
ORGANIZATION_
NAME
EFFECTIVE_
START_DATE
EFFECTIVE_
END_DATE
STATUS
217548 505215 Tapas CM Party B1 25-Apr-2017
Customer Merge - Merge-to Customer (Party Data)
60Understanding TCA Merge Processes & Impact
HZ_PARTIES
PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE STATUS
505215 62374 Tapas CM Party B1 ORGANIZATION A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
No Change
New row inserted
HZ_PARTY_SITE_USES
PARTY_SITE_
USE_ID
PARTY_
SITE_ID
SITE_USE_
TYPE
PRIMARY_PER_TYPE STATUS
294281 280908 BILL_TO Y A
294285 280914 SHIP_TO Y A
After Merge
-
No Change
New row
inserted
HZ_PARTY_SITES
PARTY_
SITE_ID
PARTY_
ID
LOCATION_
ID
PARTY_SITE_ NUMBER STATUS
CREATED_BY_
MODULE
280908 505215 28057 Tapas CM Customer Site B1 A HZ_CPUI
280914 505215 28055 49416 A
HZ_TCA_
CUSTOMER_MERGE
Customer Merge - Merge-to Customer (Party Data)
61Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
No Change
Customer Merge - Merge-to Customer (Customer Data)
62Understanding TCA Merge Processes & Impact
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS
151891 505215 Tapas CM Customer B1 A
Delete After Merge = Yes
Delete After Merge = No
After Merge
No Change
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS
151895 505217 Tapas CM Customer B2 A
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
No Change
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS PARTY_ID
176936 151891 A 505215
Customer Merge - Merge-to Customer (Customer Data)
63Understanding TCA Merge Processes & Impact
Delete After Merge = Yes
Delete After Merge = No
After Merge
No Change
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS PARTY_ID
176938 151895 A 505217
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
No Change
New row
inserted
Customer Merge - Merge-to Customer (Customer Data)
64Understanding TCA Merge Processes & Impact
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_SITE_ID STATUS ORG_ID
CREATED_
BY_MODULE
38850 151891 280908 A 204 HZ_CPUI
38853 151891 280914 A 204
HZ_TCA_
CUSTOMER_MERGE
Delete After Merge = Yes
Delete After Merge = No
After Merge
-
No Change
New row
inserted
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_SITE_ID STATUS ORG_ID
CREATED_
BY_MODULE
38852 151895 280912 A 204 HZ_CPUI
38854 151895 280915 A 204
HZ_TCA_
CUSTOMER_MERGE
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
No Change
New row
inserted
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
STATUS LOCATION ORG_ID
CREATED_
BY_MODULE
43856 38850 A 456 204 HZ_CPUI
43862 38853 A 456 204
HZ_TCA_
CUSTOMER_MERGE
Customer Merge - Merge-to Customer (Customer Data)
65Understanding TCA Merge Processes & Impact
Delete After Merge = Yes
Delete After Merge = No
After Merge
-
No Change
New row
inserted
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
STATUS LOCATION ORG_ID
CREATED_
BY_MODULE
43860 38852 A 123 204 HZ_CPUI
43863 38854 A 123-C 204
HZ_TCA_
CUSTOMER_MERGE
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
Row deleted
No Change
Customer Merge - Customer Accounts Data Comparison
66Understanding TCA Merge Processes & Impact
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS
151889 505214 Tapas CM Customer A1 A
151891 505215 Tapas CM Customer B1 A
Delete After Merge = Yes
Delete After Merge = No
Before Merge
STATUS
A
A
After Merge
STATUS
I
A
HZ_CUST_ACCOUNTS
CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER
151893 505216 Tapas CM Customer A2
151895 505217 Tapas CM Customer B2
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
After Merge
-
Row deleted
No Change
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID STATUS PARTY_ID
176935 151889 A 505214
176936 151891 A 505215
Customer Merge - Customer Accounts Data Comparison
67Understanding TCA Merge Processes & Impact
Delete After Merge = Yes
Delete After Merge = No
Before Merge
STATUS
A
A
After Merge
STATUS
I
A
HZ_CUSTOMER_PROFILES
CUST_ACCOUNT_
PROFILE_ID
CUST_ACCOUNT_ID PARTY_ID
176937 151893 505216
176938 151895 505217
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge - Customer Accounts Data Comparison
68Understanding TCA Merge Processes & Impact
After Merge
-
Row deleted
No Change
New row
inserted
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_SITE_ID STATUS ORG_ID
CREATED_
BY_MODULE
38849 151889 280906 A 204 HZ_CPUI
38850 151891 280908 A 204 HZ_CPUI
38853 151891 280914 A 204
HZ_TCA_
CUSTOMER_MERGE
Delete After Merge = Yes
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge - Customer Accounts Data Comparison
69Understanding TCA Merge Processes & Impact
After Merge
-
Status changed
No Change
New row
inserted
HZ_CUST_ACCT_SITES_ALL
CUST_ACCT_
SITE_ID
CUST_
ACCOUNT_ID
PARTY_SITE_ID STATUS ORG_ID
CREATED_
BY_MODULE
38851 151893 280910 I 204 HZ_CPUI
38852 151895 280912 A 204 HZ_CPUI
38854 151895 280915 A 204
HZ_TCA_
CUSTOMER_MERGE
Delete After Merge = No
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge - Customer Accounts Data Comparison
70Understanding TCA Merge Processes & Impact
After Merge
-
Rows deleted
No Change
New row
inserted
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
STATUS LOCATION ORG_ID
CREATED_
BY_MODULE
43852 38849 A 123 204 HZ_CPUI
43853 38849 A 456 204 HZ_CPUI
43856 38850 A 456 204 HZ_CPUI
43862 38853 A 456 204
HZ_TCA_
CUSTOMER_MERGE
Delete After Merge = Yes
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge - Customer Accounts Data Comparison
71Understanding TCA Merge Processes & Impact
After Merge
-
Status changed
No Change
New row
inserted
HZ_CUST_SITE_USES_ALL
SITE_USE_ID
CUST_ACCT_
SITE_ID
STATUS LOCATION ORG_ID
CREATED_
BY_MODULE
43858 38851 I 123 204 HZ_CPUI
43860 38852 A 123 204 HZ_CPUI
43863 38854 A 123-C 204
HZ_TCA_
CUSTOMER_MERGE
Delete After Merge = No
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management Merge APIs
Known Scenarios
1
2
3
4
5
72
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Create Merge Request API
Package: HZ_DUP_MERGE_PUB
Procedure: create_dup_merge_request
– Creates merge request in Oracle Data Librarian
– Merge request contains parties that are potential candidates for merge
– Release 12: API is already included
– Release 11i: API available via Patch 5046954
73Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Account Merge Request API
Package: HZ_ACCOUNT_MERGE_PUB
Procedure: create_account_merge_request
– Creates an account merge request in Oracle Data Librarian
– Merge request contains customers that are potential candidates for merge
– New API introduced in Release 12.2
– Not available in earlier releases
74Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
Party Merge
Customer / Account Merge
Functional Impact of Merge Processes
TCA Registry Impact
Data Quality Management Merge APIs
Known Scenarios
1
2
3
4
5
75
6
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Types of Party Merge Errors
• Data Errors
– Party Merge fails at batch / party level for corrupt data
– Entire batch fails
– None of the parties are merged
• Procedure Errors
– Party Merge fails if procedures not correctly coded / registered / tested
– Merge log identifies the procedure that causes failure
76Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Party Merge Known Scenarios
• Party Merge fails with Error: Aborting Batch
– Create missing objects using correct xxxx.odf file (Doc ID 1454150.1)
• After Party Merge, unable to search by Account Number
– DQM Serial Sync Index Program is not being called
– Apply Patch 9209726 (Doc ID 986874.1)
• Party Merge fails with Error: Merge failed in procedure
ZX_PARTY_MERGE_PKG.ZX_MERGE for entity ZX_PARTY_TAX_PROFILE
– Apply Patch 9184831 (Doc ID 1144255.1)
77Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Customer Merge Known Scenarios
• Customer Merge fails with MSG-00001:
ARP_CMERGE_ARCUS.create_same_sites : ORA-01422: exact fetch
returns more than requested
– Invalid / incorrect data in HZ_CUST_SITE_USES_ALL table
• Customer Merge fails with OE_CUST_MERGE.Merge- : ORA-01426:
numeric overflow
– Invalid data in OE_ORDER_LINES_ALL table
78Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Summary
What we covered today
 Learnt about Party Merge
 Conceptualized Customer Merge
 Understood functional impact
 Deep-dive into TCA Registry
 Familiarized with Merge APIs
 Discussed known scenarios
79Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 80Understanding TCA Merge Processes & Impact
Top Articles & Community Links
 Data Quality Management (DQM) Batch
Duplicate Identification Setup and Usage (Doc
ID 1664298.1)
 Complete End-to-End steps for Party Merge
Using HZ_DUP_MERGE_PUB.CREATE_DUP_
MERGE_REQUEST API (Doc ID 2153439.1)
 How To Create A Customer Account Merge
Request Using Customer Account Merge API?
(Doc ID 2021591.1)
 Trading Community Architecture (TCA), Party
Merge: Troubleshooting, Known issues and
Patches (Doc ID 1454150.1)
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 81Understanding TCA Merge Processes & Impact
Top Articles & Community Links
 Customer Merge / Party Merge: Listing of
ORA Errors An index of ORA errors within
the Customer Merge / Party Merge
(Doc ID 1457656.1)
 Party Merge Issue: Unable To Search By
Account Number After Party Merge Is
Performed (Doc ID 986874.1)
 ZX_PARTY_MERGE_PKG.ZX_MERGE for
entity ZX_PARTY_TAX_PROFILE (Doc ID
1144255.1)
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 82Understanding TCA Merge Processes & Impact
Session Related Community Links
 Questions? For follow up questions on
topics covered in this webcast connect
via this Receivables Community
thread:
https://community.oracle.com/thread/4043592
 This thread will link to a copy of the
presentation, the webcast recording
and will include the Q&A from the
webcast
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Oracle Advisor Webcast Series
 Review the current schedule &
archived recording for your
product from Doc 740966.1
 Select your Product Area, for us
 E-Business Suite (EBS)
 Financials
83
Locating Current Schedule & Archived Recordings
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Oracle Advisor Webcast Program
Locating Current Schedule & Archived Recordings
Access the E-Business Suite
area directly via Doc ID
1455369.1
Drill down to area of interest
Links typically updated
within 48 hours
 Use Questions? Link to ask
webcast related questions
84Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Three Ways To Access Webcast Presentation PDFs
1. PDF link from Doc ID
740966.1 (within 48
hours)
2. Receivables
Community > Content
Tab > Documents
(within 24 hours)
3. Select Webcast
Category to see only
Webcast related
content
85Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Stay Connected
Oracle E-Business Suite Support Social Media Channels
86
My Oracle Support E-Business Suite Community:
https://community.oracle.com/community/support/oracle_e-business_suite
My Oracle Support Blogs:
http://blogs.oracle.com/EBS
Twitter:
@Oracle_EBS
Facebook
http://www.facebook.com/OracleEBusinessSuiteSupport
Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Learn More - Resources and References to Get Proactive
Get Proactive Portfolio for your products
Check out the Get Proactive Portfolio for your products. Get familiar with the top
proactive tools. Doc 432.1
Ask the Get Proactive Team get-proactive_ww@oracle.com
Get Proactive Events Calendar
Automatically updated to include latest Advisor Webcasts, MOS Essentials
trainings, user group sessions, and more
Stay Informed about Upcoming Events. Doc 125716.1
87Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Learn More - Resources and References on Support Portals
Help Documentation
at your fingertips
My Oracle Support and
Cloud Support Portal
documentation. Find it
from the Help link in the
top right corner of most
pages in both portals.
Oracle Support
Essentials Webcasts
Live instruction, Q&A on
how to best use the
Support Portals. The How
To Series covers content
similar to Help in a step-
by-step approach. Doc
553747.1
My Oracle Support
‘How To’ Series
Detailed training videos,
documentation. Latest
how-to content,
webcasts, self-paced
replay. Select a feature or
role to get started. Doc
603505.1
Oracle Support
Accreditation
learning
Leverage the Oracle
Support Accreditation
portfolio of portal and
product accreditations.
Get accredited today.
Doc 1583898.1
88Understanding TCA Merge Processes & Impact
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |
Q & A
89
• To ask a question on the phone
line, select *1 on your phone.
• To ask a question online, use the
Q&A area at the top.
• Your question will be read aloud in
the order received.
• Question can also be asked on the
My Oracle Support Communities
Understanding TCA Merge Processes & Impact
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Understanding tca merge processes; impact webacst 10 may-17

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Understanding tca merge processes; impact webacst 10 may-17

  • 1.
  • 2. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Option 1: Voice Streaming Audio Broadcast • No need to dial in on a telephone • Questions can be asked via WebEx Chat box • If you are listening via voice streaming and it stops, go to Communicate -> Audio Broadcast to restart the streaming audio Option 2: Teleconference (Dial In) • Requires telephone to dial in • Questions can be asked over the phone or in the WebEx Chat • Details – Conference ID: 88071872 – International dial in: +1 (706) 634-8961 – US Free call: +1 (877) 664-9143 – List with national toll free numbers is available in Doc ID 1148600.1 – View anytime during the conference using Communicate > Teleconference > Join Teleconference from your WebEx menu 2 ATTENTION – AUDIO Options Understanding TCA Merge Processes & Impact
  • 3. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Upcoming Advisor Webcast Schedule  Check out Document ID 740966.1  Select your area of interest  Scan through the list of Current Topics  Register for the session of your interest  For upcoming Oracle E-Business Suite Advisor Webcasts & archived recordings, see Document ID 1455369.1 3Understanding TCA Merge Processes & Impact
  • 4. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Oracle Advisor Webcast Understanding Trading Community Architecture (TCA) Merge Processes & Impact Tapas Kumar Ghosh Principal Software Engineer May 10, 2017 4Understanding TCA Merge Processes & Impact
  • 5. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. 5Understanding TCA Merge Processes & Impact
  • 6. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Oracle Advisor Webcast 6Understanding TCA Merge Processes & Impact Understanding Trading Community Architecture (TCA) Merge Processes & Impact Tapas Kumar Ghosh Principal Software Engineer May 10, 2017
  • 7. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 7Understanding TCA Merge Processes & Impact Objectives • Know about TCA Merge processes • Understand functional impact • Learn changes in TCA Data Model • Become familiar with Merge APIs
  • 8. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management (DQM) Merge APIs Known Scenarios 1 2 3 4 5 8 6 Understanding TCA Merge Processes & Impact
  • 9. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management Merge APIs Known Scenarios 1 2 3 4 5 9 6 Understanding TCA Merge Processes & Impact
  • 10. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | What is Party Merge? • Merge parties and their related entities – Party Sites – Party Relationships – Contact Information – Party Profiles • Consolidate duplicate parties or party sites • Merge duplicate party sites of a party 10Understanding TCA Merge Processes & Impact
  • 11. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | When is Party Merge Used? • Primarily used for finding and resolving duplicates • Mergers and acquisitions – Post Party Merge Considerations • All existing transactions associate to surviving (merge-to) party • Cannot reconcile / audit transaction details for acquired (merge-from) party • Cannot reprint invoices for acquired (merge-from) party 11Understanding TCA Merge Processes & Impact
  • 12. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | How to Use Party Merge? • Define and submit Duplicate Identification Batch • Review duplicates and create Merge Batch • Submit Merge Batch to Party Merge • Run Party Merge concurrent program • Review the Party Merge log – Request ID – Log Message – Execution Status 12Understanding TCA Merge Processes & Impact
  • 13. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Accessing Party Merge 13Understanding TCA Merge Processes & Impact
  • 14. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Merge Batch Form - Before Party Merge Understanding TCA Merge Processes & Impact 14 • Delete Merged Records – Merge-from party status set to • Deleted when enabled • Merged when not enabled • Transfer Operation – Merge-from & -to party sites not duplicates – Merge-from party site transfers to merge-to party – Uses copy & merge process (legal auditing requirements) – Copy of merge-from party site created for merge-to party – Merge-from party site merged with that copy & set to merged
  • 15. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Merge Batch Form - After Party Merge 15Understanding TCA Merge Processes & Impact
  • 16. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Running Party Merge 16Understanding TCA Merge Processes & Impact
  • 17. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 17Understanding TCA Merge Processes & Impact Party Merge (ARHPMERGE) Log
  • 18. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Party Merge Execution Report 18Understanding TCA Merge Processes & Impact
  • 19. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management Merge APIs Known Scenarios 1 2 3 4 5 19 6 Understanding TCA Merge Processes & Impact
  • 20. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | What is Customer / Account Merge? • Consolidate duplicate customers • Transfer site use activity from inactive customer / site – Invoices & Debit Memos – Credit Memos & Receipts – Adjustments & Chargebacks – Commitments 20Understanding TCA Merge Processes & Impact
  • 21. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | When is Customer / Account Merge Used? • Merge scenarios – Site uses of same customer – All site uses of two different customers – Individuals or organizations Post Customer Merge Considerations – All activities associated with old (merge-from) customer / site now associates to new (merge-to) customer / site – Old (merge-from) customers & site uses deleted or set to inactive – Inactive customers cannot generate new transactions – Can view inactive customers and reactivate them any time 21Understanding TCA Merge Processes & Impact
  • 22. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Recommendations Prior to Customer / Account Merge Review reports to identify duplicate / inactive customers / sites – Duplicate Customer Report • List of all duplicate customers – Customer Listing Detail Report • List of contacts, addresses and relationships of each customer – Customer Listing Summary Report • List of customers and their addresses 22Understanding TCA Merge Processes & Impact
  • 23. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | How to Use Customer / Account Merge? • Create map that shows site uses to merge and maintain • Submit the merge process – Individual Merge: Use Customer Merge window – Batch Merge: Run Customer Merge concurrent program • Review the Customer Merge Execution Report – Request ID – Status – Name & Number – Address & Location 23Understanding TCA Merge Processes & Impact
  • 24. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Accessing Customer / Account Merge 24Understanding TCA Merge Processes & Impact
  • 25. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Form 25Understanding TCA Merge Processes & Impact • Delete After Merge check box – Checked: System deletes merge-from customer from HZ tables – Unchecked: System sets merge-from customer status to inactive • Process Priority - assign when creating Merge Batch – P1-High – P2-Medium – P3-Low
  • 26. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Running Customer / Account Merge 26Understanding TCA Merge Processes & Impact
  • 27. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge (RAXMRG) Log 27Understanding TCA Merge Processes & Impact
  • 28. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Execution Report 28Understanding TCA Merge Processes & Impact
  • 29. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management Merge APIs Known Scenarios 1 2 3 4 5 29 6 Understanding TCA Merge Processes & Impact
  • 30. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Party Merge Legend 30Understanding TCA Merge Processes & Impact PARTY PARTY SITE Party Site Use MERGED TRANSFERRED  Active Party  Active Party Site  Active Party Site Use  Merged Party / Site / Site Use  Transferred Party / Site / Site Use
  • 31. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Party Merge Example - Before Merge 31Understanding TCA Merge Processes & Impact Merge-to PartyMerge-from Party HYDERABAD - 81 BANGALORE - 76 PARTY A Bill-To Ship-To Marketing Bill-To Ship-To DELHI - 45 BANGALORE - 76 PARTY B Bill-To Ship-To
  • 32. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Party Merge Example - After Merge 32Understanding TCA Merge Processes & Impact Merge-to PartyMerge-from Party HYDERABAD - 81 BANGALORE - 76 PARTY A Bill-To Ship-To Marketing Bill-To Ship-To DELHI - 45 BANGALORE - 76 PARTY B Bill-To HYDERABAD - 81 Bill-To Ship-To Marketing Bill-To Ship-To
  • 33. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Party Merge Points to Remember • May only merge parties of same party type – Organization  Organization – Person  Person • Set HZ: Enable DQM Merge Suggestion profile option to No – Disables DQM suggestion – Reduces time lag – Improves performance during create Merge Batch process 33Understanding TCA Merge Processes & Impact
  • 34. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Legend 34Understanding TCA Merge Processes & Impact CUSTOMER ACCOUNT SITE Account Site Use Site Use Activity INACTIVE  Active Customer / Account  Active Account Site  Active Account Site Use  Activities like invoice, receipt, etc.  Inactive Customer / Site / Site Use
  • 35. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Example - Single Customer 35Understanding TCA Merge Processes & Impact Before Merge Bill-To CUSTOMER HYDERABAD - 34 BANGALORE - 29 Ship-To Bill-To Ship-To Receipt # 1Invoice # 1 After Merge Bill-To CUSTOMER HYDERABAD - 34 BANGALORE - 29 Ship-To Bill-To Ship-To Receipt # 1 Invoice # 1
  • 36. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Example - Multiple Customers 36Understanding TCA Merge Processes & Impact Bill-To CUSTOMER A DELHI - 11 MUMBAI - 47 Ship-To Bill-To Ship-To Receipt # 2Invoice # 2 Bill-To CUSTOMER B HYDERABAD - 59 BANGALORE - 62 Ship-To Bill-To Ship-To Before Merge
  • 37. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Example - Multiple Customers 37Understanding TCA Merge Processes & Impact Bill-To CUSTOMER B HYDERABAD - 59 BANGALORE - 62 Ship-To Bill-To Ship-To Receipt # 2Invoice # 2 Bill-To CUSTOMER A DELHI - 11 MUMBAI - 47 Ship-To Bill-To Ship-To After Merge
  • 38. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer / Account Merge Points to Remember • May only merge sites having same site use type – Bill-To Site  Bill-To Site – Ship-To Site  Ship-To Site • Tax Validation for Merge – Merge addresses must be within same Tax Jurisdiction – Tax Validation check box in Geography Hierarchy • Checked: Address elements with tax validation usage must match • Unchecked: Can merge addresses as long as country is same 38Understanding TCA Merge Processes & Impact
  • 39. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer / Account Merge Related Profile Options • AR: Customer Merge Commit Size – Determines size of the merge sets • HZ: Location Updatable – Location unique for each combination of customer account + site use type • Yes: Update location field • No: Unique sequential value automatically assigns as merge-to customer location • HZ: Audit Customer Account Merge – Creates audit log for products other than TCA • HZ: Log Customer Merge – Log information about Customer Merge program in log file 39Understanding TCA Merge Processes & Impact
  • 40. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management Merge APIs Known Scenarios 1 2 3 4 5 40 6 Understanding TCA Merge Processes & Impact
  • 41. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | CUSTOMER_TABLE CUSTOMER_COLUMN Before merge / Row deleted After merge / Row inserted Data unchanged Customer Information PARTY_TABLE PARTY_COLUMN Before merge / Row deleted After merge / Row inserted Data unchanged TCA Registry Impact Legend 41Understanding TCA Merge Processes & Impact Party Information
  • 42. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | TCA Registry Party Merge Impact 42Understanding TCA Merge Processes & Impact
  • 43. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge STATUS M Before Merge STATUS A HZ_ORGANIZATION_PROFILES ORGANIZATION_ PROFILE_ID PARTY_ ID ORGANIZATION_ NAME EFFECTIVE_ START_DATE 217540 505207 Tapas PM Party A 25-Apr-2017 After Merge EFFECTIVE_ END_DATE STATUS 25-Apr-2017 M Before Merge EFFECTIVE_ END_DATE STATUS Party Merge - Merge-from Party (Party Data) 43Understanding TCA Merge Processes & Impact HZ_PARTIES PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE 505207 62371 Tapas PM Party A ORGANIZATION
  • 44. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge PARTY_SITE_ NUMBER STATUS Tapas PM Customer Site A-M M After Merge STATUS M M Before Merge STATUS A A HZ_PARTY_SITES PARTY_SITE_ID PARTY_ID LOCATION_ID 280889 505207 28042 Before Merge PARTY_SITE_ NUMBER STATUS Tapas PM Customer Site A A Party Merge - Merge-from Party (Party Data) 44Understanding TCA Merge Processes & Impact HZ_PARTY_SITE_USES PARTY_SITE_ USE_ID PARTY_ SITE_ ID SITE_USE_TYPE PRIMARY_PER_TYPE 294266 280889 BILL_TO Y 294267 280889 SHIP_TO Y
  • 45. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge 0 rows retrieved After Merge 0 rows retrieved HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS PARTY_ID 176929 151876 A 505207 Party Merge - Merge-from Party (Customer Data) 45Understanding TCA Merge Processes & Impact HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS 151876 505207 Tapas PM Customer A A
  • 46. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge 0 rows retrieved After Merge 0 rows retrieved HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID SITE_USE_ CODE PRIMARY_ FLAG STATUS LOCATION ORG_ID 43835 38842 BILL_TO Y A 123 204 43838 38842 SHIP_TO Y A 456 204 Party Merge - Merge-from Party (Customer Data) 46Understanding TCA Merge Processes & Impact HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_ SITE_ID STATUS ORG_ID BILL_TO_ FLAG SHIP_TO_ FLAG 38842 151876 280889 A 204 P P
  • 47. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge No Change After Merge No Change HZ_ORGANIZATION_PROFILES ORGANIZATION_ PROFILE_ID PARTY_ ID ORGANIZATION_ NAME EFFECTIVE_ START_DATE EFFECTIVE_ END_DATE STATUS 217541 505208 Tapas PM Party B 25-Apr-2017 Party Merge - Merge-to Party (Party Data) 47Understanding TCA Merge Processes & Impact HZ_PARTIES PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE STATUS 505208 62372 Tapas PM Party B ORGANIZATION A
  • 48. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - No Change New rows inserted HZ_PARTY_SITE_USES PARTY_SITE_ USE_ID PARTY_SITE_ID SITE_USE_ TYPE PRIMARY_PER_TYPE STATUS 294268 280891 BILL_TO Y A 294274 280899 BILL_TO N A 294275 280899 SHIP_TO Y A After Merge - No Change New row inserted HZ_PARTY_SITES PARTY_ SITE_ID PARTY_ID LOCATION_ ID PARTY_SITE_ NUMBER STATUS CREATED_BY_ MODULE 280891 505208 28044 Tapas PM Customer Site B A HZ_CPUI 280899 505208 28042 Tapas PM Customer Site A A HZ_TCA_ CUSTOMER_MERGE Party Merge - Merge-to Party (Party Data) 48Understanding TCA Merge Processes & Impact
  • 49. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - No Change New row inserted After Merge - No Change New row inserted HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS PARTY_ID 176930 151878 A 505208 176929 151876 A 505208 Party Merge - Merge-to Party (Customer Data) 49Understanding TCA Merge Processes & Impact HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS 151878 505208 Tapas PM Customer B A 151876 505208 Tapas PM Customer A A
  • 50. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - No Change New rows inserted After Merge - No Change New row inserted HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID SITE_USE_ CODE PRIMARY_ FLAG STATUS LOCATION ORG_ID 43841 38843 BILL_TO Y A 456 204 43835 38842 BILL_TO Y A 123 204 43838 38842 SHIP_TO Y A 456 204 Party Merge - Merge-to Party (Customer Data) 50Understanding TCA Merge Processes & Impact HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_ SITE_ID STATUS ORG_ID BILL_TO_ FLAG SHIP_TO_ FLAG 38843 151878 280891 A 204 P 38842 151876 280899 A 204 P P
  • 51. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Before Merge PARTY_ID 505207 505208 After Merge PARTY_ID 505208 No Change Before Merge PARTY_ID 505207 505208 After Merge PARTY_ID 505208 No Change HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS 176929 151876 A 176930 151878 A Party Merge - Customer Accounts Data Comparison 51Understanding TCA Merge Processes & Impact HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID ACCOUNT_NUMBER STATUS 151876 Tapas PM Customer A A 151878 Tapas PM Customer B A
  • 52. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Before Merge PARTY_SITE_ID 280889 280891 After Merge No Change After Merge PARTY_SITE_ID 280899 No Change HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID SITE_USE_ CODE PRIMARY_ FLAG STATUS LOCATION ORG_ID 43835 38842 BILL_TO Y A 123 204 43838 38842 SHIP_TO Y A 456 204 43841 38843 BILL_TO Y A 456 204 Party Merge - Customer Accounts Data Comparison 52Understanding TCA Merge Processes & Impact HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID STATUS ORG_ID BILL_TO_ FLAG SHIP_TO_ FLAG 38842 151876 A 204 P P 38843 151878 A 204 P
  • 53. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | TCA Registry Customer / Account Merge Impact 53Understanding TCA Merge Processes & Impact
  • 54. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge No Change After Merge No Change HZ_ORGANIZATION_PROFILES ORGANIZATION_ PROFILE_ID PARTY_ ID ORGANIZATION_ NAME EFFECTIVE_ START_DATE EFFECTIVE_ END_DATE STATUS 217547 505214 Tapas CM Party A1 25-Apr-2017 Customer Merge - Merge-from Customer (Party Data) 54Understanding TCA Merge Processes & Impact HZ_PARTIES PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE STATUS 505214 62373 Tapas CM Party A1 ORGANIZATION A
  • 55. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge No Change HZ_PARTY_SITE_USES PARTY_SITE_ USE_ID PARTY_ SITE_ID SITE_USE_ TYPE PRIMARY_PER_TYPE STATUS 294279 280906 BILL_TO Y A 294280 280906 SHIP_TO Y A After Merge No Change HZ_PARTY_SITES PARTY_ SITE_ID PARTY_ ID LOCATION_ ID PARTY_SITE_ NUMBER STATUS 280906 505214 28055 Tapas CM Customer Site A1 A Customer Merge - Merge-from Customer (Party Data) 55Understanding TCA Merge Processes & Impact
  • 56. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge Row deleted Customer Merge - Merge-from Customer (Customer Data) 56Understanding TCA Merge Processes & Impact HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS 151889 505214 Tapas CM Customer A1 A Delete After Merge = Yes Delete After Merge = No Before Merge STATUS A After Merge STATUS I HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER 151893 505216 Tapas CM Customer A2
  • 57. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge Row deleted HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS PARTY_ID 176935 151889 A 505214 Customer Merge - Merge-from Customer (Customer Data) 57Understanding TCA Merge Processes & Impact Delete After Merge = Yes Delete After Merge = No Before Merge STATUS A After Merge STATUS I HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID PARTY_ID 176937 151893 505216
  • 58. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge Row deleted Customer Merge - Merge-from Customer (Customer Data) 58Understanding TCA Merge Processes & Impact HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_SITE_ID STATUS ORG_ID BILL_TO_ FLAG SHIP_TO_ FLAG 38849 151889 280906 A 204 P P Delete After Merge = Yes Delete After Merge = No Before Merge STATUS A After Merge STATUS I HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_ SITE_ID ORG_ID BILL_TO_ FLAG SHIP_TO_ FLAG 38851 151893 280910 204 P
  • 59. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge Rows deleted HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID SITE_USE_ CODE PRIMARY_ FLAG STATUS LOCATION ORG_ID 43852 38849 BILL_TO Y A 123 204 43853 38849 SHIP_TO Y A 456 204 Customer Merge - Merge-from Customer (Customer Data) 59Understanding TCA Merge Processes & Impact Delete After Merge = Yes Delete After Merge = No HZ_CUST_SITE_USES_ALL SITE_ USE_ID CUST_ACCT_ SITE_ID SITE_USE_ CODE PRIMARY_ FLAG LOCATION ORG_ID 43858 38851 BILL_TO Y 123 204 Before Merge STATUS A After Merge STATUS I
  • 60. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge No Change After Merge No Change HZ_ORGANIZATION_PROFILES ORGANIZATION_ PROFILE_ID PARTY_ ID ORGANIZATION_ NAME EFFECTIVE_ START_DATE EFFECTIVE_ END_DATE STATUS 217548 505215 Tapas CM Party B1 25-Apr-2017 Customer Merge - Merge-to Customer (Party Data) 60Understanding TCA Merge Processes & Impact HZ_PARTIES PARTY_ID PARTY_NUMBER PARTY_NAME PARTY_TYPE STATUS 505215 62374 Tapas CM Party B1 ORGANIZATION A
  • 61. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - No Change New row inserted HZ_PARTY_SITE_USES PARTY_SITE_ USE_ID PARTY_ SITE_ID SITE_USE_ TYPE PRIMARY_PER_TYPE STATUS 294281 280908 BILL_TO Y A 294285 280914 SHIP_TO Y A After Merge - No Change New row inserted HZ_PARTY_SITES PARTY_ SITE_ID PARTY_ ID LOCATION_ ID PARTY_SITE_ NUMBER STATUS CREATED_BY_ MODULE 280908 505215 28057 Tapas CM Customer Site B1 A HZ_CPUI 280914 505215 28055 49416 A HZ_TCA_ CUSTOMER_MERGE Customer Merge - Merge-to Customer (Party Data) 61Understanding TCA Merge Processes & Impact
  • 62. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge No Change Customer Merge - Merge-to Customer (Customer Data) 62Understanding TCA Merge Processes & Impact HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS 151891 505215 Tapas CM Customer B1 A Delete After Merge = Yes Delete After Merge = No After Merge No Change HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS 151895 505217 Tapas CM Customer B2 A
  • 63. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge No Change HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS PARTY_ID 176936 151891 A 505215 Customer Merge - Merge-to Customer (Customer Data) 63Understanding TCA Merge Processes & Impact Delete After Merge = Yes Delete After Merge = No After Merge No Change HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS PARTY_ID 176938 151895 A 505217
  • 64. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - No Change New row inserted Customer Merge - Merge-to Customer (Customer Data) 64Understanding TCA Merge Processes & Impact HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_SITE_ID STATUS ORG_ID CREATED_ BY_MODULE 38850 151891 280908 A 204 HZ_CPUI 38853 151891 280914 A 204 HZ_TCA_ CUSTOMER_MERGE Delete After Merge = Yes Delete After Merge = No After Merge - No Change New row inserted HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_SITE_ID STATUS ORG_ID CREATED_ BY_MODULE 38852 151895 280912 A 204 HZ_CPUI 38854 151895 280915 A 204 HZ_TCA_ CUSTOMER_MERGE
  • 65. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - No Change New row inserted HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID STATUS LOCATION ORG_ID CREATED_ BY_MODULE 43856 38850 A 456 204 HZ_CPUI 43862 38853 A 456 204 HZ_TCA_ CUSTOMER_MERGE Customer Merge - Merge-to Customer (Customer Data) 65Understanding TCA Merge Processes & Impact Delete After Merge = Yes Delete After Merge = No After Merge - No Change New row inserted HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID STATUS LOCATION ORG_ID CREATED_ BY_MODULE 43860 38852 A 123 204 HZ_CPUI 43863 38854 A 123-C 204 HZ_TCA_ CUSTOMER_MERGE
  • 66. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - Row deleted No Change Customer Merge - Customer Accounts Data Comparison 66Understanding TCA Merge Processes & Impact HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER STATUS 151889 505214 Tapas CM Customer A1 A 151891 505215 Tapas CM Customer B1 A Delete After Merge = Yes Delete After Merge = No Before Merge STATUS A A After Merge STATUS I A HZ_CUST_ACCOUNTS CUST_ACCOUNT_ID PARTY_ID ACCOUNT_NUMBER 151893 505216 Tapas CM Customer A2 151895 505217 Tapas CM Customer B2
  • 67. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | After Merge - Row deleted No Change HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID STATUS PARTY_ID 176935 151889 A 505214 176936 151891 A 505215 Customer Merge - Customer Accounts Data Comparison 67Understanding TCA Merge Processes & Impact Delete After Merge = Yes Delete After Merge = No Before Merge STATUS A A After Merge STATUS I A HZ_CUSTOMER_PROFILES CUST_ACCOUNT_ PROFILE_ID CUST_ACCOUNT_ID PARTY_ID 176937 151893 505216 176938 151895 505217
  • 68. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge - Customer Accounts Data Comparison 68Understanding TCA Merge Processes & Impact After Merge - Row deleted No Change New row inserted HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_SITE_ID STATUS ORG_ID CREATED_ BY_MODULE 38849 151889 280906 A 204 HZ_CPUI 38850 151891 280908 A 204 HZ_CPUI 38853 151891 280914 A 204 HZ_TCA_ CUSTOMER_MERGE Delete After Merge = Yes
  • 69. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge - Customer Accounts Data Comparison 69Understanding TCA Merge Processes & Impact After Merge - Status changed No Change New row inserted HZ_CUST_ACCT_SITES_ALL CUST_ACCT_ SITE_ID CUST_ ACCOUNT_ID PARTY_SITE_ID STATUS ORG_ID CREATED_ BY_MODULE 38851 151893 280910 I 204 HZ_CPUI 38852 151895 280912 A 204 HZ_CPUI 38854 151895 280915 A 204 HZ_TCA_ CUSTOMER_MERGE Delete After Merge = No
  • 70. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge - Customer Accounts Data Comparison 70Understanding TCA Merge Processes & Impact After Merge - Rows deleted No Change New row inserted HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID STATUS LOCATION ORG_ID CREATED_ BY_MODULE 43852 38849 A 123 204 HZ_CPUI 43853 38849 A 456 204 HZ_CPUI 43856 38850 A 456 204 HZ_CPUI 43862 38853 A 456 204 HZ_TCA_ CUSTOMER_MERGE Delete After Merge = Yes
  • 71. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge - Customer Accounts Data Comparison 71Understanding TCA Merge Processes & Impact After Merge - Status changed No Change New row inserted HZ_CUST_SITE_USES_ALL SITE_USE_ID CUST_ACCT_ SITE_ID STATUS LOCATION ORG_ID CREATED_ BY_MODULE 43858 38851 I 123 204 HZ_CPUI 43860 38852 A 123 204 HZ_CPUI 43863 38854 A 123-C 204 HZ_TCA_ CUSTOMER_MERGE Delete After Merge = No
  • 72. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management Merge APIs Known Scenarios 1 2 3 4 5 72 6 Understanding TCA Merge Processes & Impact
  • 73. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Create Merge Request API Package: HZ_DUP_MERGE_PUB Procedure: create_dup_merge_request – Creates merge request in Oracle Data Librarian – Merge request contains parties that are potential candidates for merge – Release 12: API is already included – Release 11i: API available via Patch 5046954 73Understanding TCA Merge Processes & Impact
  • 74. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Account Merge Request API Package: HZ_ACCOUNT_MERGE_PUB Procedure: create_account_merge_request – Creates an account merge request in Oracle Data Librarian – Merge request contains customers that are potential candidates for merge – New API introduced in Release 12.2 – Not available in earlier releases 74Understanding TCA Merge Processes & Impact
  • 75. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Program Agenda Party Merge Customer / Account Merge Functional Impact of Merge Processes TCA Registry Impact Data Quality Management Merge APIs Known Scenarios 1 2 3 4 5 75 6 Understanding TCA Merge Processes & Impact
  • 76. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Types of Party Merge Errors • Data Errors – Party Merge fails at batch / party level for corrupt data – Entire batch fails – None of the parties are merged • Procedure Errors – Party Merge fails if procedures not correctly coded / registered / tested – Merge log identifies the procedure that causes failure 76Understanding TCA Merge Processes & Impact
  • 77. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Party Merge Known Scenarios • Party Merge fails with Error: Aborting Batch – Create missing objects using correct xxxx.odf file (Doc ID 1454150.1) • After Party Merge, unable to search by Account Number – DQM Serial Sync Index Program is not being called – Apply Patch 9209726 (Doc ID 986874.1) • Party Merge fails with Error: Merge failed in procedure ZX_PARTY_MERGE_PKG.ZX_MERGE for entity ZX_PARTY_TAX_PROFILE – Apply Patch 9184831 (Doc ID 1144255.1) 77Understanding TCA Merge Processes & Impact
  • 78. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Customer Merge Known Scenarios • Customer Merge fails with MSG-00001: ARP_CMERGE_ARCUS.create_same_sites : ORA-01422: exact fetch returns more than requested – Invalid / incorrect data in HZ_CUST_SITE_USES_ALL table • Customer Merge fails with OE_CUST_MERGE.Merge- : ORA-01426: numeric overflow – Invalid data in OE_ORDER_LINES_ALL table 78Understanding TCA Merge Processes & Impact
  • 79. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Summary What we covered today  Learnt about Party Merge  Conceptualized Customer Merge  Understood functional impact  Deep-dive into TCA Registry  Familiarized with Merge APIs  Discussed known scenarios 79Understanding TCA Merge Processes & Impact
  • 80. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 80Understanding TCA Merge Processes & Impact Top Articles & Community Links  Data Quality Management (DQM) Batch Duplicate Identification Setup and Usage (Doc ID 1664298.1)  Complete End-to-End steps for Party Merge Using HZ_DUP_MERGE_PUB.CREATE_DUP_ MERGE_REQUEST API (Doc ID 2153439.1)  How To Create A Customer Account Merge Request Using Customer Account Merge API? (Doc ID 2021591.1)  Trading Community Architecture (TCA), Party Merge: Troubleshooting, Known issues and Patches (Doc ID 1454150.1)
  • 81. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 81Understanding TCA Merge Processes & Impact Top Articles & Community Links  Customer Merge / Party Merge: Listing of ORA Errors An index of ORA errors within the Customer Merge / Party Merge (Doc ID 1457656.1)  Party Merge Issue: Unable To Search By Account Number After Party Merge Is Performed (Doc ID 986874.1)  ZX_PARTY_MERGE_PKG.ZX_MERGE for entity ZX_PARTY_TAX_PROFILE (Doc ID 1144255.1)
  • 82. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 82Understanding TCA Merge Processes & Impact Session Related Community Links  Questions? For follow up questions on topics covered in this webcast connect via this Receivables Community thread: https://community.oracle.com/thread/4043592  This thread will link to a copy of the presentation, the webcast recording and will include the Q&A from the webcast
  • 83. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Oracle Advisor Webcast Series  Review the current schedule & archived recording for your product from Doc 740966.1  Select your Product Area, for us  E-Business Suite (EBS)  Financials 83 Locating Current Schedule & Archived Recordings Understanding TCA Merge Processes & Impact
  • 84. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Oracle Advisor Webcast Program Locating Current Schedule & Archived Recordings Access the E-Business Suite area directly via Doc ID 1455369.1 Drill down to area of interest Links typically updated within 48 hours  Use Questions? Link to ask webcast related questions 84Understanding TCA Merge Processes & Impact
  • 85. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Three Ways To Access Webcast Presentation PDFs 1. PDF link from Doc ID 740966.1 (within 48 hours) 2. Receivables Community > Content Tab > Documents (within 24 hours) 3. Select Webcast Category to see only Webcast related content 85Understanding TCA Merge Processes & Impact
  • 86. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Stay Connected Oracle E-Business Suite Support Social Media Channels 86 My Oracle Support E-Business Suite Community: https://community.oracle.com/community/support/oracle_e-business_suite My Oracle Support Blogs: http://blogs.oracle.com/EBS Twitter: @Oracle_EBS Facebook http://www.facebook.com/OracleEBusinessSuiteSupport Understanding TCA Merge Processes & Impact
  • 87. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Learn More - Resources and References to Get Proactive Get Proactive Portfolio for your products Check out the Get Proactive Portfolio for your products. Get familiar with the top proactive tools. Doc 432.1 Ask the Get Proactive Team get-proactive_ww@oracle.com Get Proactive Events Calendar Automatically updated to include latest Advisor Webcasts, MOS Essentials trainings, user group sessions, and more Stay Informed about Upcoming Events. Doc 125716.1 87Understanding TCA Merge Processes & Impact
  • 88. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Learn More - Resources and References on Support Portals Help Documentation at your fingertips My Oracle Support and Cloud Support Portal documentation. Find it from the Help link in the top right corner of most pages in both portals. Oracle Support Essentials Webcasts Live instruction, Q&A on how to best use the Support Portals. The How To Series covers content similar to Help in a step- by-step approach. Doc 553747.1 My Oracle Support ‘How To’ Series Detailed training videos, documentation. Latest how-to content, webcasts, self-paced replay. Select a feature or role to get started. Doc 603505.1 Oracle Support Accreditation learning Leverage the Oracle Support Accreditation portfolio of portal and product accreditations. Get accredited today. Doc 1583898.1 88Understanding TCA Merge Processes & Impact
  • 89. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Q & A 89 • To ask a question on the phone line, select *1 on your phone. • To ask a question online, use the Q&A area at the top. • Your question will be read aloud in the order received. • Question can also be asked on the My Oracle Support Communities Understanding TCA Merge Processes & Impact
  • 90. Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 90Understanding TCA Merge Processes & Impact