Page History

Open excel file provided by Aurelia  Bouvry. This file identifies, side by side, the records ID of SAP (sold-to code) "Customer" and CRM ID "APPL_CUST_ID"

From this

Excel file, focus on column L : "SAP Number"

1. the column is empty : this means the SAP creation has been cancelled and the record type should be modifed from "Account Creation Record type" to "Account record type"
   Image Added
   
   Image Added
   Image Added
   Image Added
2. we have a number

1. ex 4022221 (leading zeroes can be ignored)

1. 
   Image Added
   
   1. Search 4022221 in Aurelia excel file (col B "Customer")
      
      
      1. not found :
         Image Added
         Email Aurelia and

1. 1. 1. suggest record creation in corresponding table if relevant (provide SAP Code

1. 1. 1. + "18D 18D Account ID" in first col of SFDC Report
      2. found 422221 : check CRM ID
         1. CRM ID valid : Compare CRM in Aurelia table and SFDC report
            1. CRM ID identical : wait one more day
            2. CRM ID different
               1. merge CRM accounts if relevant
               2. convert from "Account Creation Record Type" into "Account Record type" (see above 3 1.)
         2. CRM not valid : track the typos and suggest the combination SAP ID - Account ID to Aurelia
            typical exemples of typos are
            1. 0
            2. OO1SolvayDental
            3. ....
            4. lower case vs uppercase in CRM ID
            5. N/A
            6. XXXXXXXXXXXXXXX