Introduction:
The merge contact screen allows to merge a contact into another one, deleting the contact and moving all existing aircraft registrations, orders and invoices to the other contact. This is useful to resolve cases of contacts created twice in the system.
See How to resolve duplicated contacts to see how to merge contacts.
Contents:
- Contact merge logic:
- Contact type flags:
- Movement message flags:
- Email 1, Email 2:
- AOC:
- Aircraft contacts/fleet:
- Default debtor, operator for registrations:
- Auto-add products:
- Station authority:
- Custom values:
- Restricted to FBO location group:
- Orderline supplier:
- Supplier invoices:
- Orders:
- Invoices:
- Price agreements:
- Users:
- Product supplier:
- Contracts:
- Administration contact number:
- Parent Organization:
- Bulletin board messages:
- Fields not imported from source:
- Bulletin board summary example:
Merging contact’s is non-reversible and may take a few minutes if there are many records to merge.
Contact Merge Logic:
The following logic applies for merging contact fields.
Source contact = Contact that is being merged from to the target contact, contact is deleted on merge.
Target contact = Contact that is being merged into from the source contact, source contact data is merged into the target.
Contact type flags:
Set contact flags to TRUE if set on source contact. Do not change those set to TRUE on target contact.
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IsDebtor
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IsOperator
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IsSupplier
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IsTripSupportProvider
Movement message flags:
Set movement message flags to TRUE if set on source contact. Do not change those set to TRUE on target contact.
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ArrivalNotificationRequired
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DepartureNotificationRequired
Email 1, Email 2:
If target contact Email1 and Email2 is blank then add source contact’s Email1 and Email2.
If Email 1 and Email 2 is found on target contact, then add to Bulletin Board message summary only.
On merge: Email 1 and Email 2 is lost from source contact if target contact’s Email 1 and Email 2 is not blank.
AOC:
If target contact AOC number is blank, then add source contact AOC number and AOC expiry date.
On merge: AOC is lost from source contact if target contact’s AOC is not blank.
Aircraft contacts/fleet:
Move source contact aircraft fleet to target contact.
If aircraft registration already exists in target contact, then will not be moved.
On merge: The bulletin board summary message displays result: Aircraft Relations: *** moved, *** deleted
Default debtor, operator for registrations:
If source contact is not blank and target contact is blank, then take source contact default debtor/operator/trip support.
On merge: Default debtor/operator/trip support is lost from source contact if target contact’s Default debtor/operator/trip support is not blank.
Auto-add products:
If auto-add products contain source contact as either a debtor or trip support, then change to target contact.
Station authority:
If Station authorities contain source contact, then change to target contact.
Custom values:
If source contact contains custom value and target is blank, then take source custom value.
If source contact and target contact custom value matches, then do nothing.
If source contact and target contact custom value differs, then show error – contacts cannot be merged until custom value is manually corrected (remove custom value from source or target contact).
Restricted to FBO location group:
To ensure that contact merge doesn’t unintentionally restrict access to a contact for a user, Restricted to FBO location group is removed if not matching for source and target contact. See below logic:
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If target and source share same ‘Restriction’ then keep as the same. Show no warning.
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If target and source conflicts (either blank or different restriction). Show warning at beginning saying ‘Source contact '***’ is restricted to ‘***’, and target contact ‘***’ is restricted to ‘***’. Merging will remove both restrictions.’ user can ignore warning and continue, restrictions will be removed to blank.
On merge: The bulletin board summary message displays result:
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Source RestrictedToFboLocationGroupName was: ***
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Target RestrictedToFboLocationGroupName was: ***
Orderline supplier:
If source contact is a supplier for orderlines, then change supplier to target contact.
On merge: The bulletin board summary message displays result: Orderlines where contact is supplier: *** updated
Supplier invoices:
If source contact has any supplier invoices, then change to target contact.
On merge: The bulletin board summary message displays result: Supplier invoices where contact is supplier: *** updated
Orders:
Note: All updated orders will be recalculated.
If source contact is the operator, debtor or trip support for an order then change to target contact.
On merge: The bulletin board summary message displays result: Handling orders: *** updated
Invoices:
If source contact is the invoice debtor for invoices, then change to target contact.
On merge: The bulletin board summary message displays result: Invoices: *** moved
Price agreements:
If source contact is the debtor or supplier contact of a price agreement, then change to target contact.
On merge: The bulletin board summary message displays result: PriceAgreements: *** moved
Users:
If source contact is the ‘Organization for audit log’, then change to target contact.
Product supplier:
If source contact is a supplier for products, then change supplier to target contact.
On merge: The bulletin board summary message displays result: Product data suppliers: *** updated, *** deleted
Contracts:
If source contact has contracts for an administration and target contact has a contract, then delete source contract.
On merge: Contract is lost from source contact if target contact’s contract is not blank.
On merge: The bulletin board summary message displays result: Deleted contract: *** updated, *** deleted
Administration contact number:
If source contact is not blank and target contact is blank, then take source contact Administration contact number.
On merge: Administration contact number is lost from source contact if target contact’s Administration contact number is not blank.
On merge: The bulletin board summary message displays result: Administration contact numbers: *** updated, *** deleted
Parent Organization:
If source contact is the Parent Organization to Persons or child organizations, then change to target contact.
On merge: The bulletin board summary message displays result: Persons: *** moved. Daughter organizations: *** moved
Bulletin board messages:
If source contact has Bulletin board messages, then move to target contact.
BulletinboardMessages: {countDone} moved
On merge: The bulletin board summary message displays result: BulletinboardMessages: *** moved
Fields not imported from source:
The following fields are not imported from the source and are therefore deleted on merge. The Bulletin board summary will show these fields as ‘lost’.
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Address 1
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Address 2
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City
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Zip code
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Country
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Contact No
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Website
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Phone 1
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Phone 2
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Fax
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Sita
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VAT number
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Country for VAT
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VAT remark
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Invoice reference number
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Mandatory billing remarks
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Default debtor
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Default trip support
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Carrier code
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Operator type
Bulletin board summary example:
Related pages:
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How to remove duplicated contacts — Sometimes, a new contact is created that already existed in the system. In such cases it is possible to merge the two accounts into a single account.
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