Tuesday 25 August 2020

How to Prevent Duplicate Customer / Organization Name When Creating Customers

In R12 user can create a new customer even if the same name has already existed. There is no warning either. Is there any way to stop duplicate customer from being created?

Please perform the following steps:

1. Create a new match rule
    Responsibility: Customer Online Superuser responsibility.
    Navigation: Administration > DQM > Setup > Match Rules

Query for HZ_ORG_ADV_SEARCH_RULE and choose copy.

Define a new match rule, for example: 'TEST_SUD' with the following changes:
    a. Search Operator : Match Any
    b. Match Threshold (%) : 80
    c. Override Threshold (%) : 80  ---> Set this value if you want to prevent duplicates without a choice, otherwise you have option to create new or use existing organization or leave blank
    d. Name (Party_all_name) Score = 80
    e. Go to Address Entity tab and remove attribute Address (Address) and all other attributes that you do not want to base your duplicate check on.
        Similarly for the other tabs Contact Entity, Contact Point Entity
    f.  Save and Recompile. Ensure compilation is successful.



Create New Rule:

 Define a new match rule, for example: 'TEST_SUD' with the following changes:


Click on Next.

Go to Address Entity tab and remove attribute Address (Address) and all other attributes that you do not want to base your duplicate check on.Similarly for the other tabs Contact Entity, Contact Point Entity


Click on Next.


Click on Next.

     Match Threshold (%) : 80

     Transformation = EXACT SPECIAL + WRNAMES

     Weight = 100

     Check the checkbox 'Use in Acquisition' and 'Use in Scoring'


Save and Recompile. Ensure compilation is successful.

2. Set the following profile options:
    Responsibility: System Administrator
    Navigation: Profile > System
    HZ: Enable Duplicate Prevention at Party Creation:Person and Organization
    HZ: Match Rule for Organization Duplicate Prevention: TEST_SUD

3. Bounce the Apache server/Bounce the APTier..