Merging PDW Records

Use the PDW to PDW File Merge Utility to combine two records for the same product in the Product Data Warehouse (PDW). You can also run a purge to remove the duplicate file.

For example, if two records for the same widget are created due to an incorrect import, use the Merge Utility to combine these two records into one, combining any duplicate information and including all data elements.

Before you can do a merge, you must find the product records that need to be merged. Search for these records by indicating the date the records were loaded, any metadata items they share, or any parametric data they share.

To merge PDW records:

1. From the Tools > Product Data Warehouse (PDW) menu, select PDW to PDW Merge Utility to display the PDW to PDW Merge Utility screen.

2. In the Select Catalog By field, press F10 and select one of the following ways to select the products to merge:

• Load Date/Data Source

• Indexed Meta Item

• Parametric Data

Depending on your selection for the Select Catalog By field, the next two fields vary.

3. Complete the fields associated with the selected option:

Use the Multi hot key, as needed, to enter multiple sources or values to use for selecting metadata items.

4. In the Match On field, enter a metadata item for the product against which you want to verify the other product.

For example, if the UPC numbers in the two product records identify them as the same product, enter UPC in the Match On field.

Use the Filter 1 hot key to define a filter for the Match On metadata item, if necessary.

5. In the Match To field, enter the other product's metadata item that should match up with the Match On field's entry.

For example, if you entered UPC in the Match On field and the matching metadata item in the other product file is Vendor UPC, enter Vendor UPC in the Match To field.

Use the Filter 2 hot key to define a filter for the Match To metadata item, if necessary.

6. In the NonMatching Indexes field, press F10 and select either:

• Include - Displays metadata items that do not match between the two product records.

• Exclude - Displays only metadata items that match between the two product records.

7. In the Sort By field, press F10 and select how to sort the products on the Merge Utility screen:

• Description

• Unique Key

• PDW ID

Once you have entered data in these fields, the utility runs and displays the defined data.

8. Verify the data in the following columns:

9. In the U column, enter M next to each row of PDW product records that you want to merge into one record.

Use the Clear hot key to clear all values in the U column.

10. Use the Update hot key to perform the merges.

11. Press Esc and enter Y at the prompt to save completed merge updates and to exit the screen.

Note: Before exiting the screen, make sure that you have completed all merge activity. When you exit the PDW to PDW Merge Utility screen, you will lose any incomplete merge updates.

More Options for Merging PDW Records

The PDW to PDW Merge Utility screen also offers these options.

See Also:

PDW Merge Utility Overview

Searching for Matching PDW Product Records

Viewing the PDW to PDW Product File Merge Report

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