Version: eXtendFiles all versions
Audience: All

Overview

NetSuite Entity Duplicate Resolution is a feature within the NetSuite platform that allows users to manage and resolve duplicate records, such as Customers, Vendors, Partners, and Contacts. This feature is particularly useful where duplicate entries can cause confusion or inaccuracies. Users can set specific rules to identify duplicates, and then choose whether to merge, delete or retain the duplicate records based on their business needs.
However, when it comes to eXtendFiles linked to these entities, it's important to be aware of certain considerations while using NetSuite Entity Duplicate Resolution.

eXtendFiles Record Associations

Merging Duplicate

When records are merged using NetSuite's duplicate resolution process, any associated eXtendFiles automatically transfer from the merged duplicate to the primary record. NetSuite will handle the record reference updates for the records.
For example, if Vendor A has 5 files and Vendor B has 5 files, a merge from B to A results in Vendor A holding all 10 files.

Deleting Duplicate

When duplicates are deleted using NetSuite's duplicate resolution process, any associated eXtendFiles records will lose their entity references once the associated entity record is deleted.

For example, if Vendor A has 5 files and Vendor B has 5 files, a deletion merge to remove Vendor B from the system would result in its 5 previous files no longer having a vendor association. The files would still exist, but they would not be associated to a vendor.

Public Upload Links

One important aspect to remember is if you have created public upload links for your entity records and shared those links to individuals outside of NetSuite. If you've shared an upload link for a customer/vendor which is later merged into another, or deleted, that link would become unusable as the underlying record would no longer exist. In such cases, a new link for the primary entity should be provided for uploads to attach to the remaining, active entity.