NB: can only be used together with Brønnøysund Lookup provider
When using a web service to search for specific information on a company or private person, there are multiple searchable terms, e.g. phone number, name, address, federal tax id and so on. The more information given, the more accurate the search results will be. Apart from using basic search terms, some services/providers have equipped each entry with a unique id (Uid).
A Uid usually is part of the data returned from a basic search and varies in format according to the provider used. If stored, the Uid can be used to search for special information on the specific business partner, e.g. number of employees, company status, stock quotation, data timestamps, and so on.
When using B1UP Quick Create with Brønnøysundregistrene (Norwegian) as the chosen search provider, the Uid is saved upon quick creating the business partner. The provider specific Uid is then used for company lookups and data cleaning.
Assume you have installed B1UP Quick Create but haven’t got any provider specific Uid on any or only some of your business partners. This add-on can launch a search on all of your business partners and return a list of possible matches on each business partner, which each contain a provider specific Uid.
On execution, the add-on will run through all business partners and try to find a match using various data from the business partners master data.
If a lookup on a business partner returns only one result, the add-on will assume the result is a match and add the Uid automatically to the business partner. If several matches are found, the business partner will be added to the result list along with its matches (see above). If no result is found, the business partner will be excluded.
After the search finishes a message box displays a search status:
The different types of results can be view in the three tabs (Need matching, Automatically Matched and No matches found).
After search has completed, the user goes through the business partners that need matching and pick one of its matches. When pressing the update button, each business partner will be added the Uid from the chosen match. If no match was selected, the business partner will be skipped.
Filters
Filtering makes it possible to speed up things. If you know that all of your business partners that are companies have a federal tax id, you can choose to only make matches on these. If you only wish to makes matches on business partners that have no federal tax id, maybe because you wish to find the federal tax id later using the Data Cleaner, you can do that as well.
If using Brønnøysundregistrene when searching for Uids, business partners containing a federal tax id are skipped. This is because Brønnøysundregistrene uses federal tax id as business partner Uids.