Record Validation for Duplicates: Mass-Validation of Records

MYOB Acumatica provides the ability to mass-validate groups of leads, contacts, and business accounts for duplicates.

To mass-validate these records, you use the Validate Records (CR503430) form. On this form, you can select for validation either all records or only records with Not Validated selected in the Duplicate box of the record creation form.

Attention: Validating all the records in the system may be a time-consuming process if you are validating a very large number of records. You can speed duplicate validation by using parallel processing. For details, see Duplicate Validation: Implementation Checklist.

If you are validating all records, once you click Process All on the form toolbar, the system starts the processing of the records by first inserting Not Validated in the Duplicate box of one of the following:

  • The Summary area of the Leads (CR301000) form for a lead
  • The Summary area of the Contacts (CR302000) form for a contact
  • The CRM Info tab of the Business Accounts (CR303000) form for a business account

The system then validates each of the records and inserts either Validated or Possible Duplicate in the Duplicate box for the record.

Attention: We recommend that you not interrupt the duplicate validation process. [1]janice.paganiniThis is somewhat misleading, though, isn't it? We explained in another topic that if this happens, you can select only records with the Not Validated status (those that were included in the previous process but not fully processed) and then process the listed records. So it's true that you can't resume it per se, but these steps are similar to resuming ... aren't they? I would just cut this or replace it with something more vague, maybe mentioning that there is no action to resume processing or something like this?2021/08/1623:32:44-04:00If you do, you will not be able to resume it; each time you click Process All, the processing starts anew for all listed records.