Account Merge Issue: After Merge, Merge-To Sites Are Not Flagged As Primary

(Doc ID 798743.1)

Last updated on JULY 12, 2017

Applies to:

Oracle Receivables - Version 11.5.10.2 to 11.5.10.3 [Release 11.5.10]
Oracle Trading Community - Version 11.5.10 to 11.5.10.3 [Release 11.5]
Information in this document applies to any platform.
*** Checked for Relevance 18-Feb-2014 ***
This problem can occur on any platform.
ARXCUMRG - Account Merge
ARXCUDCI - Customers Standard

Symptoms

When merging a Primary site to the non-primary site, without checking 'Deleted After Merge' checkbox, the Customer Account Site is still visible in the Customers Standard form but Inactive with the Primary flag still checked, and the Merge-To site did not become Primary. Therefore, the Bill To in the Sales Order form is not automatically populated when entering a new sales order for this customer.

The only way to have it again automatically selected in OM is to go back to the Customers Standard form and check the Primary checkbox of the Merge-To site.

However, the behavior of the system is different when the users just de-activate a customer account site (without the merge process).

In this case, when creating a Sales Order in OM, the Bill To & Ship To are automatically selected for the customer account site that is Active and set as Primary.

The issue remains even after applying Patch 5119741.

Steps to Reproduce:
1)
Responsibility: Order Manager Superuser
Navigation: Orders.Return \ Sales Orders
-Query for a customer.
-Note that the Bill To is automatically populated.

2)
Responsibility: Receivables Manager
Navigation: Customers \ Account Merge
-Merge From Customer #197679, Bill To Location 'DROGAS_TEST' (Primary box checked)
-Merge To Customer #197679, Bill To Location 'DROGAS VINO PORRINO' (Non-Primary)
-Do not check the 'Delete After Merge'
-Submit the merge.

3)
Responsibility: Receivables Manager
Navigation: Customers \ Standard
-Requery the same customer
-Note the following:
The Bill To Location 'DROGAS_TEST' becomes Inactive but the Primary checkbox is still checked.
The Bill To Location 'DROGAS VINO PORRINO' remains Active but the Primary checkbox in NOT checked.

4)
Responsibility: Order Manager Superuser
Navigation: Orders.Return \ Sales Orders
-Query for the same customer.
-The Bill To is not automatically populated


Cause

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