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ID433 - App to Fix Duplicate Items / De-Dupe App Overview & Sample

This App is to merge or deactivate duplicates in eAutomate. We are starting with Items but plan to expand to customers, contacts etc.

For Items we will find what we believe are duplicates and allow a quick process for merging, ignoring or making inactive. Unlike the current eAuto merge routine which does nothing with the item number, vendor number, or vendor number history of the old item, so all of those are lost. This App will push all of those numbers to the vendor history of the item record they were merged into.  

Note, the item match occurs using the relationship between 
-- these 3 tables:
-- ICItems, ICItemVendors, ICItemVendorMfgNumbers
If the app stops on the item merge, try doing a few records at once, as someone could have  a lock on an item record. Best practice is to use the tool when activity is super light or after hours. if someone has an item record locked in SQL. It’ll get stuck.  

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Apps are launched from any browser with a connection to our "JuiceBox" (won't work from home unless you have a VPN ETC.).

**for ECi hosted clients, please see THIS LINK on accessing your apps**

Access via URL: http://<webserver>:8888/ceojuice

(replace <webserver> with the name of the server where the ceojuice software is installed, the juicebox). Ask us if you do not know the name.

Login Credentials:

login: user

password: ceojuice

 

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TEST database MODE:

App gives option to run against your Test eAuto database (if you have one), so you can use/test without any changes made to your Live eAuto database:

(1) Change database connection by clicking on Currdent DB in top menu bar. (TOP of app will always show which database you're using (CEOJuice = LIVE eAuto database))

(2) Database drop down selection

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Filters:

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Items Home Filter

Can filter Item, Qty, Category, Inventory Code

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Item Match Filter

Can filter to (1) only consider Active Item Records and set on (2) how match is considered (Item Number, Item Vendor, Item Mfg Number):

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Use Item Match Filter to exclude Items to consider (i.e. some clients use -R at end of Item Number to indicate no longer used/recycled Item Number)

Exclusion based on character contains, starts with OR ends with:

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Shows in Summary when existing filter in use:

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Filter also applied in Item Summary:

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Quick link to Item Summary on Home Page

Use Drop Down under Items to navigate

 

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Item Summary shows duplicates by category by year with hyperlink to details:

 

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(1) See by ID number assigned to duplicate entry or 

(2) check box(s) and select Preview Merge to see details:

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ID Level:

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Merge Preview:

Option to:

(1) Keep Item Number / Description / Yield / Preferred Vendor

(2) Flip direction of which merges into what

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