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TOPIC: Plz Help! Prevent double Third Party entry somehow

Plz Help! Prevent double Third Party entry somehow 1 week 3 days ago #38990

  • Kira23
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Hello is there a way to prevent "open" two times the same third party?

Most ERP programs alert you when you enter a Sales Tax ID that's already exists in the program, is there a way to get same alert an on doli?

I've seen that throught Modules you can set up email for each third party to be unique, is there a way to set the same value for tax ID?

Also I've tried to set the Prof.ID2 as unique and as Mandatory to create third parties (I could add there the TAX ID also to prevent double entries) but at the test I preform nothing happened... (Ive created 2 customers and at the field Prof.ID 2 put the same number but the system create both third parties)

Any ideas?


Thanks!
Last Edit: 1 week 2 days ago by Kira23.
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Plz Help! Prevent double Third Party entry somehow 1 week 1 day ago #38993

  • hORb
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Hi Kira,
One of the resolutions in your case is to use the rules for professional ID's in your Third parties modul setup. You can activate the 'Must be unique' option to confirm the already created third parties.
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Plz Help! Prevent double Third Party entry somehow 1 week 1 day ago #38994

  • Kira23
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Hi thanks for the answer but as I mentioned above at my message I’ve already tried that and didn’t work.

I’ve set up professional ID2 as unique and as mandatory for new entry and it didn’t work.

When I try to add a new entry the program allow me to add the same number to more than one customers or to leave i
the professional ID2 field blank. I don’t know if I must do something else or if this is a bug
Last Edit: 1 week 1 day ago by Kira23.
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Plz Help! Prevent double Third Party entry somehow 1 week 7 minutes ago #39004

  • eldy
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There is a bug.
The check of duplicate is triggered only if a vat number is defined.
This is fixed for future v11 (january 2020). The check will be always triggered.
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Plz Help! Prevent double Third Party entry somehow 6 days 23 hours ago #39005

  • Kira23
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Thank you my friend.
You “saved” me!!!
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