Duplicate vendor/invoice number combo

I have a customer running 6.7 on premise and would like to alert a user when storing an invoice if the vendor/invoice number combination already exists in the file cabinet.  Is there an easy way to do this?

Do you want to alert them right from the file cabinet store dialog during the storage event or just if there's a duplicate vendor/invoice combo in the file cabinet?

If possible would like to do at storage.  If not, then checking for duplicate.

You need a validation that sends the index field entries from the file cabinet store dialog to a REST service.  If your ASP.NET is rusty, take a look at StapleWare's Double Check module.  You can pretty much set up exactly this scenario out of the box in minutes:

https://www.jhoe.com/products/page.php?pageID=13

Does this system have AIX and Task Manager modules?  If so, it's pretty straightforward to check for duplicates in the file cabinet.

Thanks for the StapleWare link.  They do have both AIX and Task Manager modules, how would we go about using that path.

brb

The simplest way is to just use AIX with a compound matchcode to return duplicates.  First, create a file cabinet field that will be used to flag duplicates.  Configure AIX to search the file cabinet for any documents with the same Vendor AND Invoice.  For all results, assign a fixed value to this flag field for duplicates.  Create a file cabinet list to display all records for which the flag field for duplicates is set.

See pics ... 

The simplest way I have found is to upgrade to 7.1, do a workflow to compare the invoice # and date to the cabinet, if it matches set a field to Possible Match, if it does not match, set the field to no match.  Then have two processes for the Match an no match outputs.

This is near real time and will catch the documents that match right away and prevent them from moving forward in an approval process.
Possible duplicates can be assessed and either marked for deletion or marked as not duplicate and on to the approval process.
 

Thanks for all your help!!

Workflow is elite, for sure, but I don't know if that's an option.  Does this system have a workflow license, John?

No, they do not.

We also got this problem in our company. We do check for duplicates in the workflow, but that's is too late for the users. They want a notification as soon as they enter the invoice number in the storage dialog. Is that somehow possible?