You can configure your settings to merge duplicate items automatically, be notified and review them yourself or turn it off.
These settings can be applied as a default rule to all, turned off for a specific supplier and bulk edited for multiple suppliers.
Please note:
- Turning off auto-merge or reviewing duplicates will create duplicate items in Dext Prepare if the same document is added more than once
- For items set to be automatically reviewed & merged, duplicate items will be deleted and can be found in the submission history.
- Items that are a potential duplicate of an item that has been archived will show in the cost workspace as a potential duplicate
Use the unmerge tool to separate merged items back into single entries on Dext Prepare.
Account Level Settings:
1. Go to ‘My profile’ > ‘System Settings’
2. Then ‘Duplicate Items’
3. Selects account level rule from dropdown list
Supplier Rules Settings:
1. Turns off auto-merging for an individual supplier
2. Go to ‘Suppliers’ > ‘Supplier Rules’
3. Then ‘Merge duplicate items’
4. Selects supplier level rule from dropdown list
Bulk Edit Supplier Rules:
1. User clicks ‘Suppliers’
2. Select multiple suppliers via checkboxes
3. Click ‘Bulk Edit’
4. Select supplier level rule from dropdown list labeled ‘Merge duplicate items’
Reviewing duplicate items:
1. To review duplicate items click on either:
a) the amber pulsar in the costs workspace > ‘Review items’ or
b) the flash banner on the item detail page > ‘Review items’
2. A modal to review the duplicate images will load
3. The duplicate items can be reconciled the following ways:
a) Click ‘No, it’s a different purchase’ button > ‘Done’ > you will be returned to the cost inbox or item detail page. (Items marked as non duplicate are sent to the inbox as a new separate item.)
b) Click ‘Yes, it’s the same purchase’ button > click to ‘Delete image’ or ‘Attach image to original purchase’ to remove or keep the duplicate image