---
title: "Set up duplicate check rule"
slug: "set-up-duplicate-check-rule"
description: "Set up duplicate check rules in D365 F&SCM with basic and fuzzy matching to ensure data integrity and avoid duplicates effectively."
tags: ["Task topic"]
updated: 2026-05-26T06:14:30Z
published: 2026-05-26T06:14:30Z
canonical: "docs.staedean.com/set-up-duplicate-check-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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]
> **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:

In the **Outcome** field, select an option.
  - **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.

7. Close the page.