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Former Member

Duplicate Check Function in CRM when creating new BPs?

Hi

Three questions:

1. does anyone know if there is some standard way in CRM (we are on CRM5.0) to enable a duplicate check to happen when a new business partner is created - one that will warn that a similar BP already exists when the user goes to save (or even better, when part way through creation)? I have already looked into using the data cleansing cases in CRM, which is ok for existing duplicate records, but doesn't help with stopping them being created in the first place.

2. Is there a standard function/report available that will go through the database and identify any potential duplicate records? Or, does anyone know of some standard function calls/bapis etc that can be used by our developers to design something to do this for us?

3. Failing the above two, are there any recommendations out there for 3rd party add-ins for address/duplicate checks?

Any insight would be most gratefully received!

Regards

Cara

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Feb 16, 2009 at 04:00 AM

    Hi Cara

    SAP Business Address Services (BAS) is used for maintaining BP address data.

    You can maintain any number of addresses for each business partner. One address per business partner is always flagged as being the standard address. You can define address usages by assigning the different addresses to the relevant business processes.

    Postal data and information on different communication types, such as phone numbers, fax numbers and e-mail, can be assigned to the address. If you have only the name and the (mobile) phone number of a business partner but you donu2019t know the address, you can create a BP with this address-independent communication data.

    Now Answer to your question

    A postal validation for the postal code, the city and the street can be carried out by checking against the SAP Regional Structure. You can also use external software for postal validation, checks for duplicates, and error-tolerant searches. (For more information, please see SAP Note 176559.)

    The following are examples of possible checks:

    Postal codes, cities and streets, and combinations of all of them are checked for consistency. During the check, missing elements are added. For example, if you enter only the city, the postal code is added.

    When you create and change a business partner, several phonetically similar, existing BPs are proposed for comparison purposes.

    This prevents you from creating the same partner more than once.

    Please let me know if this answered your questions.

    Regards

    Dinesh

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  • author's profile photo Former Member
    Former Member
    Posted on Feb 16, 2009 at 02:02 PM

    Hi Cara

    You can benefit from tax numbers for duplicate check from the customization path;

    SPRO -> cross application components ->SAP Business Partner -> Business Partner -> Basic settings -> Tax Numbers -> Maintain Tax number categories

    there is option for number categories whether duplicate check will be OFF or ON. If you set this as ON then you can prevent duplicate record creation.

    Hopefully it would helps,

    regards

    M.

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