4.5 Duplicate Check

Create Business Partner - type Private

Every time the user creates a new BP, of type Private, a duplication check takes place based on the outlined process:  

The system checks if there is an existing BP with the same First Name, Last Name and Email. If a BP is found then the following message is displayed:  'Duplicate found' and the system proceeds with the next step of comparing the duplicated records. 

The system displays the duplicated records in a form that allows the user to update the existing BP with information from the BP that would be created. 

Create Business Partner - type Business

Every time the user creates a new BP, of type Company, a duplication check takes place based on the outlined process:  

The  system checks if there is an existing BP with the same Name and exists then the following message appears 'Duplicate found'. The system displays the duplicated records in a form that allows the user to update the existing BP with information from the BP that would be created (as described above).