Document types - Validation profiles

Setup Validation profiles

Users can access the form by navigating to EDI > Setup > Document types.

Validation profiles are groups of business validation rules that can be applied to a trading partner. They provide the ability to set variable tolerances on various different aspects of the documents business process. Once a validation profile is created it can be configured by adding validation rules to it and defining the error tolerance of the rule.

Note: The validation profiles FastTab is only displayed from Document types that have valid validation options

Create new validation profile:

• To create a new record, select the New button in the validation profiles FastTab.
• Specify the Name and Description of the profile.
• Select the Name hyperlink or the Setup button to update profile details.

Copy existing validation profile:

• To create a new record by copying an existing record, select the applicable document type, select the existing record to copy and select the Copy button in the Validation profiles FastTab.
• Specify the Name and Description of the profile.
• Select Copy.
• Select the Name hyperlink or the Setup button to update profile details.

Add validation rules to profile:

• Select Add to add the validation rule.
• Select the Validation rule.
• Select the Error tolerance to specify the validation level. If a validation rule fails, this will be used to determine how it reacts. Options:
  • Info - An Infolog is displayed with information only. If the validation rule fails a message will be written to the staging records log but the record will continue to process.
  • Warning - An Infolog is displayed with a warning. If the validation rule fails a message will be written to the staging records log but the record will continue to process.
  • Error - An Infolog is displayed with an error. If the validation rule fails, the EDI Document will not be processed, and the staging records will be set to error state.