Duplicate Validation: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for duplicate validation in MYOB Acumatica, and to understand (and change, if needed) the settings that affect the processing workflow.

Mandatory Configuration

We recommend that before you start validating records for duplicates, you make sure that the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

[1]janice.paganiniThis seems a bit broad. Specific settings are mentioned in Recommended Configuration; shouldn't we clarify what constitutes basic settings here?2021/08/1500:05:11-04:00


Form	Criteria to Check
Enable/Disable Features (CS100000)	The following features have been enabled: Customer Management: Provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns Duplicate Validation in the Customer Management group of features: Provides the duplicate validation functionality
Customer Management Preferences (CR101000)	The numbering sequence settings have been specified and saved to the system, as described in Basic Customer Relationship Management.
Duplicate Validation (CR103000)	The duplicate validation settings have been specified.

Recommended Configuration

To speed duplicate validation and minimize errors, you should specify and save the recommended settings listed in the following table.
Form	Criteria to Check
Duplicate Validation (CR103000)	The Validate on Entry check box is selected for each combination of record types on the Comparison pane. With this check box selected, the system will validate each new lead, contact, or business account when a new record is being created and saved for the first time on the Leads (CR301000), Contacts (CR302000), or Business Accounts (CR303000) form.

Other Settings That Affect the Workflow

You can affect the workflow of duplicate validation by specifying additional settings:

To cause the system to perform duplicate validation processing more quickly—validating records and calculating grams is handled in parallel mode and may be a time-consuming process—add the following key to the web.config file located in the website folder.
```
<add key="ParallelProcessingDisabled" value="False" />
```
To cause the system to validate the field values of each new lead, contact, or business account—such as an email address or phone number—for duplication as soon as a user specifies these settings on the [2]janice.paganiniConsider replacing this with "creation"--just because the sentence is so incredibly long and the infinitive phrase is too long to wade through. I had to read this four times to figure out the sentence structure.2021/08/1621:06:10-04:00Leads (CR301000), Contacts (CR302000), or Business Accounts (CR303000) form and tries to save the record for the first time, select the Warn option for these fields in the Create on Entry column of the Duplicate Validation (CR103000) form.
To cause the system [3]janice.paganiniTo shorten this and make the sentence easier to follow, consider one of these: "to prevent the creation of duplicate records on the applicable creation form" "to prevent the creation of duplicate leads, contacts, or business accounts on the corresponding form"2021/08/1621:13:45-04:00to prevent the creation of duplicate leads on the Leads form, duplicate contacts on the Contacts form, or duplicate business accounts on the Business Accounts form, select the Block option for each needed field in the Create on Entry column of the corresponding table on the Duplicate Validation form.
To cause the system [4]janice.paganiniDoesn't the system always do this if rules have been specified for the pair, or am I totally misunderstanding?2021/08/1622:43:28-04:00to calculate validation scores according to the duplicate validation rules specified for the pairs of records on the Duplicate Validation form and to[5]janice.paganiniWhat does this mean? Please rephrase it. I can't think of anything it could possibly mean.2021/08/1621:24:48-04:00 keep the missing scores for empty fields, clear the Normalize Validation Scores check box on the General tab (Miscellaneous Settings section) of the Customer Management Preferences (CR101000) form.

Validation of Configuration

To make sure that all configuration has been performed correctly, we recommend that in your system, you configure duplicate validation by performing instructions similar to those described in Duplicate Validation: Implementation Activity.