Set up Stage Validation Rules

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Set up Stage Validation Rules

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Before you manually upload source data as a CSV file into RevPro for processing, it is important to ensure that the source data does not deviate from the upstream system. If corrections are required for the source data, it is recommended to correct the source data in the upstream system, not in RevPro. If the source data is corrected in RevPro, the data fix cannot be replicated in the upstream system. As a result, data will be out of sync between RevPro and the upstream system, which might cause errors in reporting.

Overview

To verify your source data, an optional configuration is provided in RevPro for you to set up stage validation rules. After the source data is uploaded to RevPro staging tables, stage validation is performed to check whether the data can be mapped with RevPro correctly. If there is any mismatch, predefined or customized error messages can be displayed based on these stage validation rules. You can reference the error messages to modify the source data and then upload them again to RevPro.

The following types of stage validation rules can be created in RevPro:

Rule Type Purpose
Advanced Rule

Validate certain fields against specific values and display the selected error message if validation fails. For example, you can create an advanced rule to check whether the SO Line ID is null for the line of INV type.

Expression Validate the source data based on an expression and display the selected error message if validation fails. For example, you can create an expression rule to check the source data contains invalid field values.

Procedure

Complete the following steps to set up stage validation rules:

  1. Navigate to Setups > Stage Validation.
  2. To create a stage validation rule, click the New Rule icon icon-add.png. The New Stage Validation Rule window is displayed.
  3. Provide the following required information of the rule:
    • Book Name: Select the accounting book to which this rule is applied. 
    • Rule Name: Specify a unique name for the rule.
    • Sequence: Specify the sequence in which all the defined rules are to be applied when source data is uploaded.
    • Start Date: Specify the effective start date of the rule.
  4. Click icon-save.png. The stage validation rule is added. 
  5. In the Conditions section, to add a validation condition, click icon-add-green.png to add a row, and then complete the following steps depending on your selection in the Rule Type column:
    Rule Type Substeps
    Advanced Rule
    1. Select Advanced Rule for the Rule Type column.
    2. Specify the effective start date of this rule type in the Start Date column.
    3. (Optional): Specify the effective end date in the End Date column.
    4. Ensure this rule is enabled in the Enabled column.
    5. Click icon-in-operator.png in the Actions column. The Advanced Rule window is displayed.
    6. In the Advance Rule Set section, click icon-add-green.png to add a row.
    7. Specify a name in the Set Name column and then click icon-in-operator.png in the Actions column. The Error Message window is displayed.
    8. Use the Type field to switch between standard error messages and custom messages, click one error message, and then close the window.
    9. Click icon-save-green.png to save this rule set.
    10. In the Advance Rule Filters section, click icon-add-green.png to add a row.
    11. Specify the criteria for the error message to be displayed.
      For example, the following filter criteria check the Sales Order Line ID for the invoice lines. If the Sales Order Line ID is not provided, the RPRO-0064 error message is displayed.
      Seq Field Name Operator Operand
      1 Sales Order Line ID IS NULL  
      2 Line Type = 'INV'
    12. Click icon-save-green.png to save the criteria.
    13. Repeat Step f ~ k to as many rule sets as you need and then close the Advanced Rule window.

    When a line satisfies the criteria, the selected error message will be displayed.

    Expression
    1. Select Expression for the Rule Type column.
    2. Specify the effective start date of this rule type in the Start Date column.
    3. (Optional): Specify the effective end date in the End Date column.
    4. Ensure this rule is enabled in the Enabled column.
    5. Click icon-in-operator.png in the Actions column. The Expression window is displayed.
    6. In the Expression Set section, click icon-add-green.png to add a row.
    7. Specify a name in the Set Name column and then click icon-in-operator.png in the Actions column. The Error Message window is displayed.
    8. Use the Type field to switch between standard error messages and custom messages, click one error message, and then close the window.
    9. Click icon-save-green.png to save this rule set.
    10. In the Filters section, click icon-add-green.png to add a row.
    11. To add an expression, click icon-in-operator.png in the Formula column, specify the expression in the Formulae window, and then close the window.
    12. Specify the appropriate operator and operand for the criteria. To specify multiple operand values, select IN as the operator and click icon-in-operator.png in the Actions column to add the operand values.
      For example, the following filter criteria check the Impairment Type value for RORD lines. If the Impairment Type filed contains invalid values, the RPRO-0056 error message is displayed.
      Seq Expression Operator Operand
      1 NVL(Impairment Type,'N ew POB') NOT IN ('Contract Impairment','New POB')
      2 Line Type = 'RORD'
    13. Click icon-save-green.png to save the criteria.
    14. Repeat Step f ~ m to create as many expression rule sets as you need, and then close the Expression window.

    When source data is calculated based on the expression and satisfies the criteria, the selected error message will be displayed. 

  6. Add as many conditions as you need in the Conditions tab and click icon-save-green.png to save them.
  7. (Optional): To define simple filters that are to be applied for all the defined conditions, click the Filters tab and specify the field name, operator, and operands.
  8. After you are finished, click icon-save.png and close the window.

Result

After the stage validation rules are set up, when the source data is uploaded to RevPro, it is validated against all the enabled rules in the staging tables. If all the validations succeed, the source data is accepted and moved into RevPro. Otherwise, error messages are displayed and data processing stops.

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