Add Validation Rules

Your organization can park, stop, or split your POs based on validation rules.

  1. Click Business Rules and select Validation Rules. The Validation Rules page opens.

  2. Click the Add Validation Rule icon. The Add Validation Rule dialog box opens.

  3. Define the rule criteria.
    FieldDescription
    Rule Name

    Type a descriptive name for this rule. The maximum field length is 256 characters.

    Description/ InstructionsType or copy and paste an optional description or instructions related to this rule. This information will be available on the Manage Purchase Order dialog box and is especially helpful to inform colleagues what internal checks and actions are required to clear parked POs. The maximum field length is 1024 characters.
    Find 1

    Select an element from the list. Elements are sorted by LINE LEVEL, HEADER LEVEL, and ADDRESS LEVEL.

    Match Method 1

    Select one of the following methods to match the value defined in the Find field:

    • Equals
    • Not Equals
    • Contains
    • Doesn't Contain
    • Starts With
    • Ends With
    • Empty
    • Not Empty
    • Exists
    • Doesn't Exist
    • Greater Than
    • Greater Than or Equals
    • Less Than
    • Less Than or Equals

    Tip: Click the icon to add an additional find and match pair.

    Apply Rule to Type a buyer organization name or click the icon to select all buyer organizations.
    Action

    Select the action to take. Options are:

    • Park – Parks the order document for supplier review and updates the status in My Exchange
    • Skip Validation – Skips catalog validation of POs or line items based on the rule's defined "find and match" criteria
    • Stop Line – Stops PO lines that match the defined criteria, removes them from the order document, but does not send an EDI 855 rejection notice to the provider
    • Reject Line – Rejects PO lines that match the defined criteria, removes them from the order document, and sends an EDI 855 rejection notice to the provider
    • Multiple Split – Splits the file into two or more documents based on defined criteria; supports multiple delivery methods for a single order, such as an electronic order or email order
    • Document Stop – Hard stops an order document based on defined criteria and updates the status in My Exchange
    • Split by Line Tag – Splits the file based on line tags added during earlier validation rules
    Channels

    Select an order channel. Options are:

    • Exchange

    • GFax

    • SingleChannel

    • TradingNet

    • WebConnect

    • eInvoicing

  4. Click Save and Continue. The Edit Validation Rule Data dialog box opens.
  5. Define rule details and click Save.