Logo Help Center
Back to Help Center Submit a request Sign in

  1. MiiiA Support
  2. D365 FinServices
  3. Contacts

Merge Policy Numbers

If you discover two or more Policy Numbers that are duplicates you may wish to merge them.

 

Search

  • Navigate to the Policy Numbers via the Sitemap
  • Select ui_workareas.png Work Areas, Sales, then Policy Numbers

01-Sitemap-Policy-Numbers.jpg

  •  The Active Policy Numbers view will open

 

Merge

  • Tick the Policy Numbers (2 - 4 records are supported at once)
  • Click MERGE

02-Select-Duplicate-Policy-Numbers.jpg

  • Window pops up showing the selected records
  • Select the PRIMARY record you wish to keep
  • Click Merge

04_Select_Primary_Record.png
 

Tip

The Merge process happens in the background and may take up to a few minutes (maximum) depending on the amount of data being processed

Info

Duties the Merge action will perform:

  • Merges the VARIATIONS into the Primary
  • Migrates all child TRANSACTIONS to the Primary
  • Updates all associated LODGMENTS to reference the Primary

 

 

Was this article helpful?

    © MiiiA Pty Ltd