Set up duplicate check rule conditions

For each duplicate check rule, you can set up conditions. The duplicate check rule is only applied if the conditions are met.

To define a duplicate check rule condition, you use a query. The duplicate check rule is applied only to the records that are found by the query.
You can use these types of queries:

Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the duplicate check rule applies. The inquiry only queries the table as defined for the duplicate check rule.
Dynamic query: Use a dynamic query to define the records to which the duplicate check rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the duplicate check rule table, to define table relations, and to have only one record returned.

You can set up several conditions, using different query types.

Standard procedure

1.	Click Data quality management.
2.	On the Data quality policies tab, in the list, click the link of the desired data quality policy.
3.	Click the Duplicate check rules tab.
	Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.
4.	In the list, find and select the desired duplicate check rule.
5.	Click the Conditions tab.
6.	Sub-task: Set up a condition using an inquiry.
6.1	Click Add.
6.2	In the Condition ID field, type a short descriptive name for the condition.
6.3	Click Save.
6.4	You must edit the inquiry. At least, enter a query value.
	Click Edit query.
6.5	In the Criteria field, type a value.
	Note: You can extend the inquiry setup as desired.
6.6	Click OK.
7.	Sub-task: Set up a condition using a dynamic query.
7.1	Click Add.
7.2	In the Condition ID field, type a short descriptive name for the condition.
7.3	In the Query type field, select 'Dynamic query'.
7.4	Usually the dynamic query is already set up. Select the applicable dynamic query.
	In the Dynamic query field, enter or select a value.
	Note: - If selected, you can review or edit the query by clicking Edit query. - If you do not select a dynamic query and you click Edit query, you can create a new dynamic query using the wizard.
8.	Sub-task: Make condition active.
8.1	To apply a condition, make it active.
	Select the @DQS:IsActive check box.
	Note: You can also make all conditions for a duplicate check rule active in one go. To do so, click Make all active.
9.	Close the page.

Notes

If you define a condition and the applicable table for the rule is a date-effective or inheritance table, additional setup is required. The applicable table for the rule must be mapped to a related staging table or temporary table.