1. Data Management
  2. Data Quality Studio
  3. Activities

Set up duplicate check rule
Application task

Use a duplicate check rule to check if the data doesn't already exist in D365 F&SCM.

Before you can set up a duplicate check rule, set up the duplicate check to be applied.

You can apply these types of duplicate checks:

  • Basic matching: Checks which combination of table fields has duplicate values. So, the combination of field values must be unique in the table.
  • Fuzzy matching: Checks for duplicates applying fuzzy logic. A fuzzy duplicate check compares values from several fields. Based on the comparison, a duplicate score is calculated.


Standard procedure

1. Click Data quality management.
2. On the Data quality policies tab, in the list, click the link of the desired data quality policy.
3. Click the Duplicate check rules tab.
 

Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.
4. Click Add.
5. In the Duplicate check field, enter or select a duplicate check of type Basic matching.
6.

If the Duplicate check type is:

  • Basic matching, define what is done if a duplicate value exists:
    • Warning: A warning message is shown. The record or the field value is saved.
    • Error: An error message is shown. The record or the field value is not saved.
  • Fuzzy matching, select the 'blank' option. You can start a fuzzy duplicate check only manually. So, no outcome message is required for a fuzzy duplicate check.
  In the Outcome field, select an option.
7. Close the page.
Related to Notes

Set up duplicate check rules

 		 

Provide feedback