The following article describes how the duplicate check works at the Inquiry creation either creating one within the OD application or from external service.
Inquiry creation
Upon creating an Inquiry, a duplicate check is executed.
If the "Company Name" field is filled, a duplicate check is performed based on the Inquiry data, only for Business Partners (by creating a BusinessPartnerDetailFormViewModel
and running against the BusinessPartner
model).
Otherwise, a duplicate check is performed only for the Contact Persons (by creating a ContactPersonViewModel
and running against the IDMS_MAINCNTCTPRSNVIEW
model).
If no duplicates are found, the user can create a new Private or Company BP.
While creating a new Company BP, if the following fields have been provided when creating the Inquiry, then a Contact Person is created, as well:
- First Name
- Last Name
Duplicate Check scenarios
Below, we have the following scenarios, depending if the user provided a "Company Name" upon creation of the Inquiry.
Contact Person Duplicate check
A grid list shows up with the duplicate entries where the user can choose to either:
- Create a Private BP from the data of the Inquiry
- Select an existing Private BP
- At the next page, the user can either:
- Create a Private BP
- Update the selected Private BP with a few data from the Inquiry
- At the next page, the user can either:
Business Partner Duplicate check
A grid list shows up with the duplicate entries where the user can choose to either:
- Create a Company BP from the data of the Inquiry
- Select an existing Company BP
- At the next page, the user can either:
- Create a Company BP from the data of the Inquiry
- Perform a 2nd level of duplicate check, this time on the Contact Persons of the selected Business Partner
- At the next page, the user can either:
As stated above, if the aforementioned fields are filled then a Contact Person is created, as well
2nd level of Duplicate check
This section concerns only when selecting to update an existing Business Partner
After selecting to update a Company BP, a duplicate check is performed this time on the Contact Persons of the selected Business Partner.
For the purpose of the 2nd level duplicate check, an extra rule was added, named AddContactPersonFromFormViewModel_CompanyBP
, which is used only here and as a black box, meaning no changes should be made on how it works.
Then, a grid list is shown which may contain:
- Multiple duplicate entries and the one that contains the data from the Inquiry
- Only one record that contains the data from the Inquiry
From there, the user can choose to:
- Create a Contact Person from the data of the Inquiry. This is added under the selected Business Partner from the previous step
- Select an existing Contact Person
- At the next page, the user can either:
- Create a Contact Person from the data of the Inquiry. This is added under the selected Business Partner from the previous step
- Update the selected Contact Person with a few data from the inquiry. This contact person lies already under the selected Business Partner from the previous step
- Create a Contact Person from the data of the Inquiry. This is added under the selected Business Partner from the previous step
- At the next page, the user can either:
During the 2nd level duplicate check, the data of the selected Business Partner, with any possible changes that were made at the duplicate check enhancement page, are transferred until the last step where the Contact Person will be created or updated under that Business Partner
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3.15.1 - Inquiry custom field as clickable link (Product Release Notes)
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3.14.7 - New field "Initial Inquiry Interest" (Product Release Notes)
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Setup - Inquiry Source/Channel (OD Development Solution)
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