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Idea to prevent duplicates in ERP systems

Related products:Software FactoryUniversal GUI

We often end-up with duplicate Accounts in our ERP system, despite a:
-build in fuzzy check to warn for potential duplicates
-validation of new Accounts (after the fact check).

I think that most of the duplicates would be prevented while adding these, by showing end-users that what they are potentially adding already exists. 

Example: 
Somebody is typing ‘’Thinkw"

He actively gets results like:
Thinkwise B.V.
Thinkwise Software B.V.

Exactly the same behaviour as here on the community when adding new ideas:


 

Freddy
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  • Thinkwise Local Partner Brasil
  • August 26, 2024

There is a suggestion lookup setting.


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  • Sidekick
  • August 26, 2024

@Freddy 
In your suggested solution, we will get 2 fields: 
1- working as a lookup (to show which accounts already exists)
2- Account Title → to serve as column to add new Accounts to the system. 

This is unwanted behaviour.
I want only 1 field: 
1- Account Title → which has suggestion + add combination control 


Freddy
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  • Thinkwise Local Partner Brasil
  • August 27, 2024
Suleyman wrote:

@Freddy 
In your suggested solution, we will get 2 fields: 
1- working as a lookup (to show which accounts already exists)
2- Account Title → to serve as column to add new Accounts to the system. 

This is unwanted behaviour.
I want only 1 field: 
1- Account Title → which has suggestion + add combination control 

Well you could opt for an input check with sql features like contains() / soundex().. but it will not be instant. Or you can opt for a detail tab on the right with all accounts (start empty) where people can search the account.. if found you can drag/drop to form..  

But agreed, a combined domain with suggestion lookup and if not found the ability to add a new entity would be interesting. 


Jeroen van den Belt
Administrator
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NewOpen


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