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How do I merge departments?

In System Management, the Master Records database stores the departments that users and applications will use in Connect. Use Merge Departments to combine the information from two separate department records into a single, comprehensive record. The Merge From is the department number that will be copied into the Merge To record. The Merge To is the department record that you wish to keep. The merged records will be saved under the Merge To department number.

For example, Jane wants to merge the department records for Admin and Administrative. She realizes that she set up an extra record that belongs to the same department as Admin. When she runs this routine, the system will copy the data from the Administrative record, append the copied information onto the Admin record, and then delete the Administrative record.

 

Before you get started

 

Step 1: Reviewing departments before you merge them

Review the department records that will be merged. Review information on the Merge From and Merge To records. Print the Merge From and Merge To records to confirm the Merge To record includes all of the information from both records later.  

Do this...

1. Open Connect System Management > Master Records > Setup/Modify Departments.

2. Look up the Merge From department record.

3. Press Print Scrn on the keyboard to print the information on the screen.

You may need this information later to verify the changes to the merged record.

4. Now, look up the Merge To department record.

5. Press Print Scrn.

6. Save the screen prints for later.

The records have been reviewed and printed.

 

Step 2: Merging departments

Merge the department records.

Do this...

1. Open Connect System Management > Master Records > Merge Departments.

2. Enter the Merge From Department.

3. Enter the Merge To Department.

4. Click GO (CTRL+G).

The departments have been merged.

 

Step 3: Checking the merged department record

Check the merged department record to make sure the records merged correctly.

Do this...

1, Open Connect System Management > Master Records > Setup/Modify Departments.

2. Use the Lookup bar to enter the Merge To Department.

3. Press Enter.

4. Review the Merge To Department information carefully.

Use the printed screens from Step 2 to compare the newly merged record with the Merge From and Merge To records.

5. Is the newly merged record correct?

  • Yes, the merged record is correct. You're done.

  • No, the merged record is not correct. Use the screen shots from Step 2 to update the department record.

 

The merged department record has been verified.

 

 

 

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