Enable Supplier Matching
To enable supplier matching to perform duplicate supplier checks during supplier creation and registration approval, use the following tasks.
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Configure Party Relationships for Supplier Match
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Manage Data Quality Server Configurations
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Manage Enterprise Data Quality Matching Configurations
The supplier match feature leverages Oracle Enterprise Data Quality, which provides data quality services for Oracle Cloud applications.
Be aware that making changes to the Enterprise Data Quality setup tasks (tasks 2 and 3 in this topic) can impact other product flows using Enterprise Data Quality, for example, customer data management.
Select Types of Parties to Match
In the Setup and Maintenance work area, use the Configure Party Relationships for Supplier Match task in the Suppliers functional area to enable supplier matching by selecting the types of parties to match. If the setup table is empty, the feature is disabled. This setup task also configures the scope for matching, as Enterprise Data Quality can perform matching on parties other than suppliers. The same party can be shared by a supplier, customer and partner record. If you only want to enforce duplicate prevention within supplier parties, then only the party relationship type of Supplier should be added.
Manage Data Quality Server Configuration
In the Setup and Maintenance work area, in the Customer Data Management offering, use the Manage Server Configurations task in the Data Quality Foundation functional area. Use this Enterprise Data Quality setup task to enable the Enterprise Data Quality matching engine by checking the Batch Basic Match option. Server parameters can be ignored as these are configured by Oracle Cloud Operations.
Enterprise Data Quality is used for supplier matching in other Oracle products, so it is advised not to disable it. To disable supplier matching, use only the Configure Party Relationships for Supplier Match.
Task 3: Manage Enterprise Data Quality Matching Configurations
In the Setup and Maintenance work area, use the Manage Enterprise Data Quality Matching Configurations task in the Suppliers functional area to control the sensitivity level of the matching results impacting the number of possible party matches that are returned during supplier creation. Oracle recommends to use more conservative settings initially, and increase the score threshold if you find too many potential matches are returning due to your data volume.
The following settings are recommended:
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Find the configuration named Account Duplicate Identification.
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The following predefined settings are in the Real-Time subtab:
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Cluster Key Level: Typical: When using the Supplier Matching feature, this value is set internally to Exhaustive, which is the desired setting level to produce optimal matching results.
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Score Threshold: 50.0 This threshold indicates the minimum match score above which results are returned.
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Match Results Display Threshold: 20.0 This threshold indicates the number of matched records that display during the matching process.
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To edit the settings, you must duplicate the predefined configuration. Generally, this is not necessary as the predefined settings described above should return the desired results in the supplier matching process.
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Select the configuration and click Duplicate.
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Edit the configuration that you duplicated.
Note: Remember to change the Cluster Key Level to Exhaustive. -
Click Rebuild Keys to rebuild all indexes for the new configuration matching to take effect. This process can take a number of hours.
Note: Note: The Rebuild Keys action must be performed even if you have not edited the predefined configuration. This step is essential in cases where the supplier matching feature is enabled on an existing instance, for example, where parties already exist in the customer instance in order for existing parties to be included in the search for duplicate matches.
To perform a quick test of the configuration and exercise the Enterprise Data Quality matching engine, go to Review Configuration Results and enter the settings described previously:
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Cluster Key Level - 3 (Exhaustive)
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Score Threshold - 50
Enter a Party Name that is similar to an existing supplier and click Find to retrieve the match results.