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How to identify customers also created as vendors?
Is it possible to create a saved search in NetSuite to identify duplicate customers and vendors which were not created as polymorphic records using duplicate detection rules similar to the standard entity duplicate detection functionality? Example use case: Company ABC Inc. has an existing Customer record. User created a…
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Merge 1000+ Customer Record into 1 Parent Customer Record
Hi! I'm new to NetSuite and seeking your insights. Is it possible to merge over 1000 customer records into a single primary customer record? These records share a common feature: their internal IDs start with a number (e.g., 11:123, 11:124, 11:125). I've noticed that the Duplicate Detection feature does not include an…
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Error when merging customer records
I am receiving this error when trying to merge the below two client records. The merge of the entity 'C:2727 ICTFP BV - Do not use' was blocked for the following reasons: This duplicate entity represents a different subsidiary than the primary one. The primary subsidiaries match so i am unsure as to why i cannot merge…
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How can we identify duplicate entries Netsuite saved search?
I have a count based on a formula field in my saved search result where grouping is used. whenever the count > 1, I know that there is a duplicate. Now, I want the saved search to display only the duplicates. How can we identify the duplicate in the criterea?
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New to NetSuite | What is a Duplicate Record Detection?
The Duplicate Detection & Merge feature helps you identify duplicate records within NetSuite account and consolidate the information from them into a single record. To enable this feature, navigate to Setup > Company > Enable Features > Company subtab > Data Management section. Then, we need to setup the Duplicate…
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Can the Duplicate Number Warnings block duplicate check numbers coming from Integrations?
We have Integrations that automatically create Bill payments with check numbers. We noticed that duplicate check numbers are being created for the same bank accounts towards different vendors. I updated the Duplicate Number Warnings to Warn and Block and tested manually creating the bill payments and csv uploads. It was…
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Custom FIeld Can't Duplcate
Hello all I have created a custom field for transaction body fields, what I want to ask is how to prevent this custom field from being duplicated with previous transactions, for example, in invoice 001 the custom field is filled in 001-A, and in invoice 002 the custom field cannot be filled in 001-A
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New To NetSuite | Bank Import Statement Duplicate Detection
There are several scenarios that can cause imported Bank Data to be duplicated in the system. In this article, we’ll discuss the following: A. Different criteria for a transaction to be considered a duplicate B. Scenarios where the system will detect the duplicate transactions C. Scenarios where the system will not be able…
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NSC | Not Displaying the Duplication Detection Banner
The customer is already done setting up the fields to detect at Setup > Company > Duplicate Detection. However, the warning banner for Duplicate Record is not showing up. Explanation: It appears that NetSuite is unable to recognize the fields defined in the Duplicate Detection record. Resolving the warning message can be…
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will the customer's transactions (such as sales order) be merged as one?
If we use duplicate detection to merge customer records, will the customer's transactions (such as sales order) be merged as one?