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Scheduled Task: Fix Case Differences

Distributor guide to the scheduled task that standardizes capitalization of names, cities, products and brands in Encompass, explaining why a value's casing changed on its own. Requires v26.07+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 26.07

Steps

What the Fix Case Differences Scheduled Task Does

You may notice a scheduled task called Fix_Case_Differences running in the system scheduler. This is an automatic background process — there is nothing you need to do to run it, and it does not require any setup or input.
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This task keeps text data consistent across the system when the same value has been entered with different capitalization. For example, if "Coca-Cola", "coca-cola", and "COCA-COLA" all exist as values for the same field (perhaps entered by different users or imported from different sources), this task will standardize every record to use whichever version is used most often, so reporting, filtering, and grouping all treat them as the same value.
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The task checks the following fields each time it runs:

  1. Distributor on Supplier Areas
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  2. Distributor on Brand Family Areas
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  3. Company, City, and State on Customers
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  4. Name and Username on Users
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  5. Product Name on Products
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  6. Brand on Brands
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  7. Brand Family on Brand Families
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  8. Supplier on Suppliers
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  9. Any text-based custom fields on Customers, Products, Chains, Inventories, and Accounts that are visible on those forms

For each field, the task looks for records where the text value differs only in letter case from other records, and updates the minority-cased records to match the most commonly used casing. Each field is only re-checked once every 24 hours, so you won't see it re-run against the same field more than once a day.

Best Practices

  • If you see Fix_Case_Differences in your scheduler activity or logs, this is expected, routine system behavior — not an error.
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  • If a name, city, or product spelling suddenly appears with different capitalization than you originally entered, this task is the likely cause: it standardized it to match the casing used most often across your other records.
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  • To avoid unwanted case changes, try to enter data consistently (e.g., always "New York" rather than sometimes "new york" or "NEW YORK").

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