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Procedure documentationCreating a Cleansing Case for Customer, Supplier, and Business Partner

 

You can create a cleansing case for two or more business objects that you have marked as duplicates for Master Data Governance for Customer, Supplier, or Business Partner. The application assigns the selected business objects a cleansing case ID. The cleansing case merges the data from the duplicates into one target record.

Prerequisites

  • A cleansing case can be created for customer, supplier, and business partner. Therefore, you have to activate the related business functions for customer (MDG_ERP_CUSTOMER_3), supplier (MDG_ERP_SUPPLIER_4), or business partner (MDG_BUPA_1) to use the cleansing case function.

  • You have noted the IDs of the duplicate business objects that you want to cleanse. Otherwise, you can identify the relevant business objects using the other search criteria.

Procedure

The following is an example of the process for creating a cleansing case for business partners:

  1. From the application homepage, select Search Cleansing Case. Select the New button.

    Alternatively, you can use the search UI to find business partners. Select the required business partners from the results list after executing a search and choose the Create Cleansing Case button.

  2. The cleansing case application opens. Enter a description and priority.

  3. Search for the business partners that you want to include in the cleansing case. You must select at least two business partners.

    Note that you don’t need to add more business partners if you have opened the cleansing case from the search UI, but you have the option to add more if required.

  4. Assign one of the business partners as the target record. The other business partners should be marked as potential duplicates. The data from the potential duplicates can be transferred to the target record. Business partners marked as No Duplicate are not included in the cleansing tree in the Overview area.

  5. From the Overview area, choose the Start button. The system creates a change request for the cleansing case.

  6. In the Overview area, the business partner data is displayed in a tree structure, with the same data sets grouped together. The data sets of the target record are selected automatically and highlighted with a background color for increased visibility. Choose the data you want to include in the target record by selecting the Keep checkbox for each entry. You can also drag and drop attributes from one node to the other, for example, phone numbers or address usages.

    It is also possible to edit certain entries of the target record data directly, for example, the address data. When you select a data entry, the Details screen opens where you can make changes.

  7. If you want to discard data assigned to the target record, deselect the Keep checkbox for the corresponding data set. These data sets are not removed from the target record until you consolidate the data by choosing the Consolidate button.

  8. When you are ready, save the cleansing case. Once you save the cleansing case, you can go back and make changes later.

  9. If you do not want to make any other changes, choose Submit to submit the change request carrying all of the target record changes.

Result

You have created a cleansing case.

Note that once you have processed the cleansing case, you can mark the potential duplicates for deletion or set blocking flags from the business partner search UI.