Set up duplicate check rule

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.

Steps

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. Define the outcome of the duplicate check if (potential) duplicate records exist.
   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, define what is done if potential duplicate records exist:

     • Warning: A dialog is opened showing the similar existing records. You can:

       • Ignore and Save the record. The record is successfully saved into the database despite the duplicate warning.

       • Cancel the record without saving it. You can manually modify the new record and try saving again.

     • Error: The record is not saved and a dialog is opened showing the similar existing records. You can click Cancel, manually modify the new record, and try saving again.

     • Manual: No error or warning is shown.  you can do a duplicate validation on demand without interrupting the save process. In this way, you can do a duplicate validation on demand without interrupting the save process.

   In the Outcome field, select an option.

7. Close the page.