Configuring a document's order validation

You can define the configuration for defaulting Seller and Buyer validation during order creation for a particular Enterprise and document type.

About this task

This validation is used to determine the Sellers and Buyers available to create an order for, and narrows the search results in the Application Consoles based on the validation type you configured.

For example, you are configuring a Hub environment with 10 Enterprises, 50 Sellers, and 100 Buyers. A particular Enterprise only interacts with 10 of the 50 Sellers and 25 of the 100 Buyers as defined in the organization hierarchy. If you set both the Seller and Buyer validations to 'Defined In The Enterprise Hierarchy', when a user creates an order the system verifies that the Seller on the order is one of the 10 Sellers defined in the Enterprise's hierarchy and the Buyer on the order is one of the 25 Buyers defined in the Enterprise's hierarchy. Also, if the user chooses the lookup for either the Seller or Buyer fields, only the Sellers and Buyers defined for the Enterprise appear in the results.

Procedure

  1. From the tree in the application rules side panel, choose Document Specific > (Document Type) > Order Validation. The Order Validation pop-up window displays in the work area.
  2. Enter information into the applicable fields. Refer to Table 1 for field value descriptions.
  3. Choose the Save icon.
    Table 1. Order validation pop-up window.

    Order validation field value descriptions
    Field Description
    Seller Validation Select the type of validation you want to use to verify the Seller on the order document. You can choose from the following options:
    • None - No validation is performed for Sellers on an order. All Sellers in the system can be used during order creation. Also, all Sellers in the system display when the Seller lookup is chosen in the Application Consoles.
     
    • Same As Enterprise - The system validates the Seller on the order is the Enterprise.
    • Defined In The Enterprise Hierarchy - The system validates that the Seller on the order is defined within the Enterprise's organizational hierarchy. Also, only the Sellers defined within the Enterprise's organizational hierarchy display when the Seller lookup is chosen in the Application Consoles.

    Customer Of The Enterprise - The system validates that the Seller on the order has been configured as a customer. Also, only the organizations defined as customers of the Enterprise display when the Seller lookup is chosen in the Application Consoles.
    Buyer Validation Select the type of validation you want to use to verify the Buyer on the order document. You can choose from the following options:
    • None - No validation is performed for Buyers on an order. All Buyers in the system can be used during order creation. Also, all Buyers in the system display when the Buyer lookup is chosen in the Application Consoles.
    • Save As Enterprise - The system validates the Buyer on the order is the Enterprise.
    • Defined In The Enterprise Hierarchy - The system validates that the Buyer on the order is defined within the Enterprise's organizational hierarchy. Also, only the Buyers defined within the Enterprise's organizational hierarchy display when the Buyer lookup is chosen in the Application Consoles.
    • Customer of the Enterprise - The system validates that the Buyer on the order has been configured as a customer. Also, only the organizations defined as customers of the Enterprise display when the Buyer lookup is chosen in the Application Consoles.
    Validate Bill To ID As Customer ID Select Validate Bill To ID As Customer ID if you want to validate that the customer ID on an order is defined for the Enterprise.
    Validate Vendor ID Select Validate Vendor ID if you want to validate that the vendor ID on an order is defined for the Enterprise.
    Validate Item Select Validate Item if you want to validate that the product items on the order belong to the Enterprises catalog. Service items, on the other hand, always need to exist within the Enterprise’s catalog.
    Note: The Item validation works only when you select this flag at the Organization level (for example, from the tree in the application rules side panel, choose Applications > Distributed Order Management> Document Specific > (Document Type) > Order Validation). This flag should not be set at the Process Flow level.