Stage Validations

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Stage Validations

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A company may manually upload source data as a .CSV file into Zuora RevPro. Ideally the source data that a company brings into RevPro’s staging table for processing should not deviate from the source system. In other words, the recommended best practice is to ensure that the source data is correct in the source system (database of record for the company’s sales orders, invoices, etc.) before uploading the source data into RevPro’s stage tables for processing by RevPro. If corrections to source data are required, the recommended best practice is to correct the source data (perform the data fix) in the company’s enterprise resource system (and not in RevPro). Any data fixes performed in RevPro will not be replicated in the company’s enterprise resource system. Performing a data fix in RevPro versus in company’s enterprise source system will result in the company’s enterprise resource system not being in sync with RevPro, which could cause errors in reporting. 

It is important to note that RevPro is designed to process source data provided by upstream systems such as a company’s ERP system. The source data is placed in the Staging tables and it is verified whether the data can be mapped with RevPro. If there is any mismatch, RevPro shows the relevant error message based on the rules setup in Stage Validation. Based on that the source data can be modified and then uploaded again in RevPro.

To view, edit or create stage validations, do the following:

  1. Navigate to Setups > Stage Validation.
  2. Click the New Rule button to create a new validation rule or select the existing rule and right-click to modify the existing rule.


Stage Valid.png

  1. The Seq field specifies the sequence in which the rules are executed when the source data is loaded in the source tables.
  2. Name of the rule clearly states the nature of the rule.
  3. Book Name specifies the name of the Accounting book for which these rules are applied.
  4. Start Date and End Date specifies the rules validity.
  5. Select the Enabled check box to enable the rule.
  6. Created By and Created Date has the name of the user who created the rule and also the creation date.
  7. Right-click a rule and select Edit to open the following screen.

Stage Valid2.png

  1. In the Edit Rule screen, the rule and the associated book related details are listed.
  2. Click the + button to create a new condition.
  3. The conditions associated with the rules are listed in the Conditions pane.
  4. Click the Actions check box to open the Expression screen to enable or disable the expressions.

Stage Valid3.png

  1. In the Expression Set screen, the expressions that are associated with the Error Code and the relevant Error Messages are listed.
  2. Select the Enabled check box to enable the error message.
  3. Click the + button to create a new expression set where you can provide a Set Name, unique Error Code and a descriptive error message.
  4. In the Filters pane, specify the sequence, expression, operator and operand to filter the source data.
  5. In the Edit Rule - Transaction Validation screen, click the Actions link of the Advanced Rule and the following screen appears:

Stage Valid4.png

  1. In the Advance Rule Set screen, the expressions that are associated with the Set Name, Error Code and the relevant Error Messages are listed.
  2. Select the Enabled check box to enable the error message.
  3. In the Filters pane, click the + button to enter the sequence, expression, operator and operand to filter the source data to create a new

After you have specified these rules, when the source data is uploaded, all the enabled rules are validated with the source data in the Staging Table. If all the validations are met, then RevPro accepts the source data and then the source data is moved into RevPro.

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