TECHNICAL ADVISORY

DIVISION OF MOTOR VEHICLES


To: Tax Collectors and License Plate Agents

From: Carl A. Ford, Director

Subject: Merge Customer Transaction

Advisory Date: 5/29/03

Implementation Date: 6/2/03

Advisory Number: T03-03


Recently, we have experienced an increase in the number of "Merge Customer" transactions being processed throughout the state that have caused serious damage to customer records. The merges vary from companies merged into individuals or in some cases two completely different companies merged together.

In order to reduce the number of erroneous merges performed, limitations have been placed on the Merge Customer transaction.

The system has already been disallowing the following customers to be used as the Source customer during a Merge Customer transaction. Even the Help Desk cannot merge away these customers.

any individual with a Driver License number

any ELT customer

any Fleet customer

any IRP/IFTA customer

Now, the system will also disallow the following customers to be used as the Source customer during a Merge Customer transaction except by staff at the Help Desk:

any owner of a lease vehicle

any lienholder

any business customer with an FEID

any customer who owns 10 or more vehicles

any customer who owns 10 or more registrations.

In addition, an individual customer cannot be merged into a business customer.

This change will be in effect Monday, June 9, 2003. If you have any questions or need further clarification, please contact your Help Desk representative.

CAF/jwc