Using Auto Merge, the Order Line Items can be grouped together to be worked on under the same Work Plan. The following criteria must be met before they can be combined:
Each Service Number must be of the same Service Type, such as Equal Access or Centrex.
The Service Type/Order Type combination must have only one Work Plan Template associated with it in Product Catalog.
Auto Merge must be enabled on that Service Type/Order Type combination in Product Catalog.
If the criteria are met, when the Order is submitted, the system merges those Order Line Items under one Work Plan. When that Work Plan is completed, all the Order Line Items are noted as being completed.
This function is very useful when a customer orders many lines where the same task must be completed for each service number before being moving on to the next step. With Auto Merge, you need to change the status of only one Task to "Completed" which encompasses all the Service Numbers on the Order. Without Auto Merge, you must change the status of a separate Task on each of the Service Numbers in the Order.