Setting Up Match Codes (MMCH)

Match codes are unique customer identification codes that consist of selected portions of a customer name, company name, and address information. The system generates a match code for each customer based on positional field contents you include in a match code schematic or algorithm. You can create up to four match codes per customer, including a standard match code and three fraud identification match codes.

The standard match code identifies duplicate customers any time you create a customer through Order Entry, Customer Maintenance, Order Maintenance, or the Catalog Request table. The three fraud match codes identify customers you have included in Working with Customer Fraud Tables (WCFD).

Note: To avoid duplicate addresses in the system, you must define the standard match code. To identify a customer as a fraud customer, define the three fraud match codes; the system checks for matches in the Fraud table based on three different algorithms.

The system includes an industry standard match code schematic. You can rearrange the fields and modify the field portions that the match code logic draws from to generate a match code. You can also limit the length of the resulting match code display by leaving match code positions blank. However, you cannot exceed the length of the match code algorithm itself, which is 15 positions.

In this chapter:

Change Match Codes Screen (Maintaining Match Codes)

Display Match Code Summary Screen

Change Match Code Screens

Test Match Code Screen

Change Match Codes Screen (Maintaining Match Codes)

How to display this screen: Enter MMCH in the Fast Path field at the top of a menu or select Change Customer Match Codes from a menu.

Field

Description

Match code

An algorithm that generates a unique customer identifier comprised of selected portions of the customer name, company name, and address.

You can generate up to four match code types:

Standard Match Code = This match code checks for, and flags, duplicate customer entries.

Fraud Code 1, Fraud Code 2, or Fraud Code 3 = Fraud match codes identify a customer as a fraud customer when the system finds a matching record in the Fraud table. The three fraud match code types enable the system to check for matches in the Fraud table based on three different algorithms.

Required.

Screen Option

Procedure

Select a match code for review

Select a code in the Match code field. You advance to the Display Match Code Summary Screen. If no match code has been defined, this screen displays only the title and field headings.

Display Match Code Summary Screen

Purpose: Use this screen to review the pattern and structure of a match code. This screen presents the current algorithm, including the field names and field positions that comprise the match code.

How to display this screen: Select a match code value at the Change Match Codes Screen (Maintaining Match Codes).

Field

Description

Match code position

Identifies the position in the match code that each field element occupies.

Example: In the sample screen above, match code positions 1-3 consist of elements from the customer's first name. Positions 4-6 in the match code consist of elements from the customer's last name. Positions 7-9 in the match code consist of elements from the street address. Positions 10-14 consists of elements from the postal code. Position 15 consists of an element from the customer' s prefix.

Name/address

The name of the field from which the system extracts the match code element. See Change Match Code Screens for complete field descriptions, including attributes. You can use:

Name, including:

- Prefix

- First name

- Middle initial

- Last Name

- Suffix

- Company

- Street Address

- Address Line 2

The second line is available for entering an extended address, for use when street address alone is insufficient.

 

Apt./Suite = The Apartment number or Suite number of the delivery address.

Postal code = The postal or zip code for this customer.

Note: This format differs from the zip code format you use in other situations. In most other tables, you include the hyphen when entering an extended zip code (format = xxxxx-xxxx). However, when creating a match code, you disregard the hyphen (format = xxxxxxxx).

City = The city in which the customer lives, or receives mail or shipments.

St = The state or province in which the customer lives, or receives mail or shipments.

Field position used

This graphic illustrates the field length and identifies which field positions the match code includes.

The ruler at the top of the screen lets you identify the length of any field and the positional values from that field that the match code includes.

The words “Position not used” indicate that you did not define positional values for the related match code positions.

 

Example:

• The first 3 positional values from the customer's first name (identified by an X in each field position) are the first 3 positions of the match code

• The first 3 positional values from the last name make up positions 4-6 of the match code

• The first 3 positional values from the street address are match code positions 7-9

• The first 5 positional values from the postal code make up positions 10-14

• The first positional value from the prefix makes up position 15

Using this algorithm, the system assembles the match code shown below for a customer named Sarah Brown whose street address is 10 Speen Street, and whose zip or postal code is 01609

SARBRO10S01701M

See Change Match Code Screens for complete field descriptions, including atttributes.

Screen Option

Procedure

Change the match code contents

Select Change to change the match code. You advance to the first of the Change Match Code Screens.

Test the match code

Select Test to advance to the Test Match Code Screen.

Change Match Code Screens

Purpose: You use four Change Match Code screens to define or modify a match code.

Important: Changing a Match Code algorithm results in a complete regeneration of every Sold-to, Ship-to, and Bill-to customer's match code in the Customer Maintenance Table. This process is extremely time consuming and prevents your access to tables until it is complete.

How to display this screen: Select Change at the Display Match Code Summary Screen.

How to interpret this screen: There are 4 screens that display the fields you can select when changing a match code. The subsequent screens are identical to the first, except that the field names and positions change from screen to screen.

One screen provides two rows per field to accommodate the maximum number of field positions available in any given field. However, you identify the positions available within the field by the number of spaces shown.

Field

Description

Match code

The type of match code you are defining. You can define the standard match code, or one of three fraud match codes.

Alphanumeric, 30 positions; display-only.

Prefix

A title (such as "Ms." or "Dr.") that belongs before the customer's name.

Alphanumeric, 3 positions; optional.

First Name

The customer's first name.

Alphanumeric, 15 positions; optional.

Initial

The customer's middle initial.

Alphanumeric, 1 position; optional.

Last Name

The customer's last name.

Alphanumeric, 25 positions; optional.

Suffix

An addition to the customer's full name (such as "M.D.", "Fr.", or "III").

Alphanumeric, 3 positions, optional.

Company name

The name of the company placing the order

Alphanumeric, 30 positions; optional.

Street Address

The name and number of the customer's street address.

Alphanumeric, 32 positions; optional.

Address Line 2

The second line available for entering an address, used when street address alone is insufficient.

Alphanumeric, 30 positions; optional.

Apartment

The Apartment number or Suite number of the delivery address. The format of this field should always include the abbreviation for apartment (Apt.) or Suite (Ste.) followed by the number.

Alphanumeric, 10 positions; optional.

Postal code

The postal or zip code for this customer. The postal code field allows for entry of a maximum 9-digit code. When using a zip code, you may select up to 9 digits of the extended zip code, excluding hyphen.

Note: This format differs from the zip code format you may use in other areas. In most other tables, you include the hyphen when entering an extended zip code (format = xxxxx-xxxx). However, when creating a match code, you disregard such formatting (format = xxxxxxxx).

Alphanumeric, 9 positions; optional.

City

The name of the city where the customer lives, or receives mail or shipments.

Alphanumeric, 25 positions; optional.

St

The state or province where the customer lives, or receives mail or shipments (See Setting Up the Zip/City/State (Postal Code) Table (WZIP)).

Alphanumeric, 2 positions; optional.

Instructions:

1.

Select a field from those available. Select Next or Prev to move forward or backward between the four screens.

2.

Determine which match code positions you want the field positions to hold. Enter the number of the match code position in the blank provided for the field position. For example, if you want the first three match code positions to consist of the first, third, and fourth positions of the Postal code field, then advance to the screen that displays this field, and enter 1 in the first blank, 2 in the third blank, and 3 in the fourth blank of this field.

3.

When you complete the field selection and position numbering process, select OK. The screen displays a warning:

The match code algorithm has changed.

Are you sure you want to proceed?

If you confirm the change, you return to the Display Match Code Summary Screen. When you exit this screen, another pop-up window prompts you to confirm the change again.

Important: When you select OK to confirm the change at the second pop-up window, the system will proceed to modify every match code on file.

4.

If you select Exit at this second pop-up window, the system displays a warning:

The match code algorithm has changed.

To avoid a discrepency, regenerate all

customer match codes, or return the

algorithm to its original values.

Note: Whether you select OK or Exit, you return to the Change Match Codes Screen (Maintaining Match Codes) and must repeat the process to correct changes made to the algorithm or to regenerate the match codes.

Test Match Code Screen

Purpose: Use this screen to test a new match code pattern.

How to display this screen: Select Test at the Display Match Code Summary Screen.

Field

Description

Match code type

The standard match code the system uses to flag duplicate customers. There are four match code types:

• Standard Match Code (M)

• Fraud code 1 (F1)

• Fraud code 2 (F2)

• Fraud code 3 (F3)

Display-only.

Name

The following 5 fields are available for you to enter the customer's full name:

Prefix

A title that belongs before the customer's name, such as "Mrs." or "Dr. The prefix value will print on labels, reports, etc.

Alphanumeric, 3 positions; optional.

First Name

The customer's first name.

Alphanumeric, 15 positions; optional.

Initial

The initial of the customer's middle name.

Alphanumeric, 1 position; optional.

Last Name

The customer's last name.

Alphanumeric, 25 positions; required if Company name is not present

Suffix

An addition to the customer's full name (such as "M.D.", "Fr.", or "III").

Alphanumeric, 3 positions; optional.

Company name

The name of the company placing the order.

Alphanumeric, 30 positions; required if Last name is not present

Address

The customer's full street address.

Alphanumeric, 32 positions; optional.

Apartment

The Apartment number or Suite number of the delivery address. To enter an apartment or suite address:

• Type APT to indicate an apartment or STE to indicate a suite.

• Insert a space and type the number of the apartment or suite, for example: APT 4 or STE 116.

Alphanumeric, 10 positions; optional.

Postal code/city/st

Three fields are available for you to enter the customer's postal code, city, and state.

Postal code

The postal code or zip code for this customer.

Alphanumeric, 9 positions; optional.

City

The city where the customer lives.

Alphanumeric, 25 positions; optional.

State

The state or province where the customer lives, or receives mail or shipments.

Alphanumeric, 2 positions; optional.

Match code

When you select OK, the system generates the match code for the address you entered above.

Alphanumeric, 25 positions; display-only.

MMCH OROMS 17.0 2018 OTN