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 topic:
- 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:
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:
The second line is available for entering an extended address, for use when street address alone is insufficient. |
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).
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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:
Using this algorithm, the system assembles the match code shown below for a customer named John Brown whose street address is 10 Sample Street, and whose zip or postal code is 01609 JOHBRO10S01609M 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:
# | Step |
---|---|
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:
Display-only. |
Name |
The following 5 fields are available for you to enter the customer's full name: PrefixA 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 NameThe customer's first name. Alphanumeric, 15 positions; optional. InitialThe initial of the customer's middle name. Alphanumeric, 1 position; optional. Last NameThe customer's last name. Alphanumeric, 25 positions; required if Company name is not present SuffixAn 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:
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 codeThe postal code or zip code for this customer. Alphanumeric, 9 positions; optional. CityThe city where the customer lives. Alphanumeric, 25 positions; optional. StateThe 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. |