ProScan+ - How to Manage Duplicate Scans

How to manage scans flagged as potential duplicates in My Scan:

• Duplicate Settings
• Filter Scans to Find Duplicates
• Managing Duplicates

---

Duplicate Settings

How to enable ProScan+ settings to manage duplicate scanning checks.

See: ProScan+ Settings - Features.

1. Go to ProScan+ Settings
2. Select Features

Check All Projects For Existing Vendor Invoices

This controls how widely ProScan looks for potential duplicates. A scan is flagged as a potential duplicate when 2 of these 3 match another scan:

• • Invoice number
  • Attachment file name
  • Invoice total

• When enabled: ProScan compares against scans in every project. A scan with no project yet is still checked.

• When disabled: ProScan only compares against scans in the same project. Scans with no project aren't checked

Check Vendor For Duplicate Scans

This controls whether the vendor counts in the 2-of-3 duplicate check above. It only flags scans; nothing is linked or changed in Procore.

• When disabled: the vendor is ignored.
• When enabled: both scans must also have the same vendor.
• Results in fewer false alarms between suppliers, but scans with no vendor are never flagged by this check.
• Won't help with: two suppliers using the same invoice number on direct costs in one project. That's always flagged; change the invoice number on one of the scans.

---

Filter Scans to Find Duplicates

1. Go to My Scan
2. Click the Potential Duplicates filter 

 

 

 

---

Managing Duplicates

 How to view a matching invoice

1. Open the Duplicate Scan
2. Click the View link in the Duplicate Warning 
3. The original scan will open in another broswer tab

How to manage duplicate scans

1. Review both scans and edit as required. You can:
   1. Mark a Scan as "Not a duplcate"
   2. Archive the duplicate. See ProScan+ - How to Archive a Scan.
   3. Edit the Invoice Number, Vendor or Purchase Order as required. Then complete the publish.

---