CUS595_FILES – Customer Duplicate Merge Documents

This batch process moves duplicate customer related documents to retained customer’s folder including CusDocs, AwardNomineeAttachments, AdvertisementFiles and AbstractFiles.

 

This process picks customers which are merged by CUS595 TRS Process or CUS200 screen and transfer all the related documents to the Retained Customer folder and delete the Duplicate Customer folder if there are no documents remain on duplicate customer’s folder.

 

User can link CUS595_FILES with CUS595, so that once the customers are merged then the related documents gets transferred.  

 

For more information, please see Running the CUS595_Files Report.

Parameters

Parameter

Description

Required?

Organization

Read-only. Set to the organization ID of the person running the report.

Read-only

Organization Unit

Read-only. Sets to the organization ID of the person running the report.

Read-only

Run Mode

Mode in which the report runs:

  • EDIT – will not move the documents and only generates the report.

  • PROD – will move the documents to retained customer folder and generate the reports.

Yes

Sample Report