Strict ID Checking

Strict ID checking is a way to ensure a Business Identifier identically matches a company or business partner's identifier so that all associated documents are paired within a timeline and acknowledgments. 

For example, let's say you do business with Trading Partner ABC who has more than one identifier configured in Syncrofy:

1. ZZ/ABC/ABC
2. ZZ/123/123

Traditionally, Syncrofy would correlate documents together regardless of which of those IDs are used in each document. However, with strict ID checking you will have the option of directing the system to correlate exact IDs together only—meaning that a document referenced by the ZZ/ABC/ABC ID will no longer correlate with documents using ZZ/123/123.

Managing Strict ID Checking

To strictly check business identifiers:

1. Click Settings in the left-hand navigation menu.
2. Under "Company Settings," select "Data Management."
3. Under the "Business Identifiers" heading, toggle the button to turn strict ID checking ON (green indicates ON) for: "Strictly check business indentifiers when correlating documents for my company and all of my partners by default."
4. A warning message will appear ("Change Default Setting?"). Click the Change Default Setting Button to confirm.

Note: You can also access strict ID checking at the individual partner level (Partners page).

To allow partner overrides:

1. Click Settings in the left-hand navigation menu.
2. Under "Company Settings," select "Data Management."
3. Under the "Business Identifiers" heading, toggle the button to turn strict ID checking ON (green indicates ON) for "Allow partner overrides for strict identifier checking."