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.