Vendor setup
Vendor document type validation profiles - Purchase invoice
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.
Once setup for each document type, the validation profile can be assigned to each incoming document on the Trading partner setup in EDI > Setup > Trading partners.
Note: The validation profiles FastTab is only displayed from Document types that have valid validation options
- 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.
- 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. The logs can be viewed on the staging record’s Show log or Version log. 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 staging records will be set to error state and the target document note created/updated.
| Validation instance |
Validation rule |
Description |
Info/Warning tolerance updates |
| Purchase order header |
Invoice account |
Where the vendor account for the EDI trading partner differs to the Invoice account on the Purchase order |
Create invoice against Trading partner’s vendor account and not the PO’s invoice account |
Where used
The Validation profile can be assigned on the Incoming documents FastTab to document type Vendor advanced shipping notice for the Vendor Trading partner at EDI > Setup > Trading partners.
Data entity
- EDI Validation profile
- EDI Validation profile line
