I am trying to create a multi factor match on the below fields. I want to create a flag/report showing if all the following fields match Invoice, Invoice Date, Supplier, but Pay Amt is different. if these fields match and "Pay Amt" field is different, I would like to see them in a separate report. Below is a sample data table I created for reference. The rows in bold below have the above condition as reference.
Any help would be highly appreciated!
Voucher | Invoice | Invoice Date | Supplier | Due Date | Entered | Pay Amt | User | Location |
2343 | 4231-a | 10/5/2018 | 656 | 7/1/2019 | 5/1/2018 | 5,000.00 | Jkhan | NYC |
9871 | 5431-1 | 5/2/2019 | 545 | 6/3/2019 | 6/1/2018 | 3,000.00 | Mali | LA |
3211 | 4231-a | 10/5/2018 | 656 | 12/2/2018 | 7/2/2019 | 4,000.00 | Ssmith | SF |
4721 | 5671-0 | 11/2/2019 | 727 | 6/1/2019 | 5/1/2018 | 3,000.00 | Jsmith | LA |
2311 | 4321-b | 4/2/2019 | 431 | 5/4/2018 | 6/2/2017 | 1,000.00 | Dhudson | OH |
7563 | 5671-0 | 5/6/2018 | 727 | 5/2/2019 | 4/12/2019 | 2,000.00 | Mrichardson | FL |
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hi @mustufa2019, I would approach this by splitting into two flows and then comparing or a count distinct and join. Both options are attached.
Hi @mustufa2019 ,
Pretty much the same idea as previous post.
First, we need to check if there are any duplicates with identical pay amt and after that we do our process of identification of duplicates with different pay amt.
Best,
Fernando Vizcaino
@fmvizcaino thanks for sharing this. One question, why do we need to have step 2 and 3 before we ran the additional condition of duplicates with different supplier (see screenshot 1)? Is there a way I can have this condition in a separate workflow?
I have multiple conditions I am trying to create, see screenshot 2. I used your workflow as a guide but wanted to see what the purpose of the first two steps are and if I can have separate workflows with my different conditions.
Screenshot 1:
Screenshot 2
Hi @mustufa2019 ,
It seems your screenshot 2 didn't get uploaded.
The first unique tool is used to make sure that when I use the second one, all the pay amt are going to be different.
LEt me know if you need further help.
Best,
Fernando Vizcaino
@fmvizcaino Makes sense. i think this should do it. thank you for the help! The second screenshot can be seen below: