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 file. The three fraud match codes identify customers you have included in Working with Customer Fraud Files (WCFD).
Note: While defining a standard match code is not required, it is recommended to avoid duplicate addresses in the system. Also, if you do not set up all four match code types, the system puts orders on hold with a hold reason code of HS. See Introducing Order Hold Reason Codes for more information.
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.
Note: If you are using cross company maintenance groups to maintain customer addresses across companies within the group, you must use the same match code algorithm for the standard match code for each company in the group. See Updating Customer Addresses Across Companies for more information on cross company maintenance.
In this topic:
• Change Match Codes Screen (Maintaining Match Codes)
• Display Match Code Summary 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.
CSR0159 ENTER Change Match Codes 5/31/96 11:17:35 Mail Order
Type which Match code you wish to change and press Enter to continue.
Match code . . .
M = Standard Match Code F1 = Fraud Code 1 F2 = Fraud Code 2 F3 = Fraud Code 3
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F3=Exit F12=Cancel F24=Select company |
Field |
Description |
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 Type (M): This match code checks for, and flags, duplicate customer entries. Fraud Match Code Types (F1, F2, and F3): Fraud match codes identify a customer as a fraud customer when the system finds a matching record in the Fraud file. The three fraud match code types enable the system to check for matches in the Fraud file based on three different algorithms. Alphanumeric, 2 positions; required. |
Screen Option |
Procedure |
Select a match code for review |
Enter a code in the Match code field. Enter M to work with the standard match code, or F1, F2, or F3 to work with one of the fraud match codes.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: Enter a match code value at the Change Match Codes Screen (Maintaining Match Codes).
CSR0268 DISPLAY Display Match Code Summary 5/31/96 11:33:07 Mail Order
Match Code Name/Address Field Position Used Position Field Name ----+---10----+---20----+---30-- 1 First Name ¦X--------------¦ 2 First Name ¦-X-------------¦ 3 First Name ¦--X------------¦ 4 Last Name ¦X------------------------¦ 5 Last Name ¦-X-----------------------¦ 6 Last Name ¦--X----------------------¦ 7 Street address ¦-X------------------------------¦ 8 Street address ¦--X-----------------------------¦ 9 Street address ¦---X----------------------------¦ 10 Postal code ¦X---------¦ 11 Postal code ¦-X--------¦ 12 Postal code ¦--X-------¦ 13 Postal code ¦---X------¦ 14 Postal code ¦----X-----¦ 15 Prefix ¦X--¦
F3=Exit F6=Change F8=Test F12=Cancel |
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. |
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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 files, 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. |
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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 |
Press F6 to change the match code. You advance to the first of the Change Match Code Screens. |
Test the match code |
Press F8 to advance to the Test Match Code Screen. |
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 File. This process is extremely time consuming and prevents your access to files until it is complete.
How to display this screen: Press F6 at the Display Match Code Summary Screen.
CSR0158 DISPLAY Change Match Code 5/31/96 11:56:36 Mail Order
Match code . : Match Code
Field Field Position to Match Code Position Mapping
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 Prefix : 15
First Name : 1 2 3
Initial :
Last name : 4 5 6
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F3=Exit F12=Cancel |
How to interpret this screen: The sample screen above is one of 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.
This 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. |
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 files, 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. |
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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 Postal Code File (WZIP)). Alphanumeric, 2 positions; optional. |
Instructions:
1. Select a field from those available. Press Page Down or Page Up 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, press Enter. The screen will display the following warning:
Warning
The match code algorithm has changed. Are you sure you want to proceed?
To confirm change, press Enter.
F12=Cancel |
4. 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 press Enter to confirm the change at the second pop-up window, the system will proceed to modify every match code on file.
5. If you press F3 at this second pop-up window, the system displays the following warning:
Warning
The match code algorithm has changed. To avoid a discrepancy, regenerate all customer match codes, or return the algorithm its original values.
F3=Exit |
Note: Whether you press Enter or F3, 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.
Purpose: Use this screen to test a new match code pattern.
How to display this screen: Press F8 at the Display Match Code Summary Screen.
CSR0273 ENTER Test Match Code 5/31/96 12:04:49 Mail Order
Match Code Type : M
Name . . . . . . . MS. SARAH R BROWN Company name . . . Address . . . . . 10 SPEEN STREET Apt
Postal code/City/St 01701 FRAMINGHAM MA Country . . . . .
Match code . . . : SARBRO0SP01701M
F3=Exit F12=Cancel |
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) Alphanumeric, 2 positions; 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: 1. Type APT to indicate an apartment or STE to indicate a suite. 2. 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 press Enter, the system generates the match code for the address you entered above. Alphanumeric, 15 positions; display-only. |
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