Hi folks, I am brand new to the Epicor world. I spent the last 17 years supporting a different business system. I am trying to help my new company fix a good deal of their business processes. One of the things I want to help them do is clean up their Customer database. We have a lot of duplicates (ie Big Truck, Big Truck LLC, Big Truck INC) and perusing these forums has taught me that there is no true way to merge these accounts which is an unfortunate ability missing from Epicor that I’ve used in my previous DMS. So, what has worked for you to clean up your databases? Each one of these accounts has history associated to it that I don’t want to lose, but I want to prevent my users from continuing to attach data to every account but the one that should be the master. Any advice is appreciated!
Hi Ben,
We have found this lacking in Epicor too. We have used National accounts to tie all parent/child/related customers together and then made a customization in the customer tracker to retrieve all associated order lines, per screenshot. We do not use national accounts for credit management or anything like that, so it is really just a mean of tying multiple customer IDs together for us.
We also have only 2 people allowed to enter new customers and all personnel who require a new customer must go to them with request. These customer gatekeepers have been trained on how to get data in timely, also how to ensure they are not entering a duplicate and how to enter all required data. This has kept it fairly clean, but early on we did have duplicates. We inactivated those (unchecked valid sold to on customer record).
Nancy
You can inactivate accounts you do not want to use and then use Customer Groups or National Accounts for reporting purposes.
Vinay Kamboj
Thanks for the advice! I will look into it