1. To-Increase Dynamics 365 for Finance & Operations
  2. EDI studio
  3. General
  4. Set up EDI

Set up EDI validations

If you use staging in your EDI process, the received messages are stored in a staging journal. On insert of the message into the staging journal, the applicable journal validations are done.
To define these validations, you set up:
  • Validation rules
  • Journal validations


Application Consultant Application Consultant Start Start Set up validation rules Set up validation rules If you use staging journals, you can set up the applicable journal validations. For each staging journal-related table, you can define the applicable validation rules.You define:The journal-related table for which to set up validation rules.To which document flow type the validation rules apply.The validation rules to be applied. You can select from pre-defined or customized validation rule classes.The sequence in which the validation rules are applied.For each validation rule, to which legal entity it applies (optional). Procedure 1. Click Connectivity studio EDI Party setup. 2. Click Validation rules. 3. Click New. 4. In the Table name field, enter or select a value. 5. In the Document flow field, select an option. 6. Sub-task: Select validation rules. 7. In the Validation rules section, click Select rules. 8. In the Company accounts ID field, enter or select a value. 9. In the list, find and select the desired record. 10. Click OK. 11. Sub-task: Manually add a validation rule. 12. In the Validation rules section, click New. 13. Define the validation rules to be applied for the selected table. In the Name field, enter or select a value. Note: You can only select validation rule classes that are related to the selected table. 14. In the Company field, enter or select a value. 15. Sub-task: Change validation rule sequence. 16. In the Validation rules section, in the list, find and select the desired validation rule. 17. Click Move up. 18. In the Validation rules section, in the list, find and select the desired validation rule. 19. Click Move down. 20. Close the page. Set up journal validations Set up journal validations If you use staging in your EDI process, the received EDI messages are imported into a staging journal. On insert of the message into the staging journal, the applicable journal validations are done.Set up journal validations for each applicable combination of document flow type, direction, and origin.For each of these combinations, set up the applicable validation rules and related settings.You can set up specific journal validations for a customer, vendor, or warehouse. You can also set up journal validations on legal entity level. If no specific journal validation exists, the legal entity journal validation can be used. On validation, the validation rules for the relevant table are applied in the sequence as defined on the Validation rules page. For each validation rule, as defined on the Validation rules page, the applicable journal validation is searched for in this sequence:Is this validation rule set up for the customer, vendor, or warehouse? If yes, the validation rule is applied according to the journal validation settings.(Note: If this journal validation is set up but inactive, it is skipped. The validation process continues with the next validation.)If not, is this validation rule set up for the legal entity (current company)? If yes, the validation rule is applied according to the journal validation settings.If not, the validation rule is not applied.ExampleYou have a customer for which one of the generic validation rules (as defined for the legal entity) is not applicable. In this case, you can set up this validation rule for the customer and deactivate it. As a result, on validation, the validation rule is found for the customer and therefore search for the validation rule stops. Procedure 1. Click Connectivity studio EDI Party setup. 2. Click the Journal validation tab. 3. Click New. 4. In the Document flow field, select an option. 5. In the Direction field, select an option. Note: For the standard EDI studio staging journals, the direction is 'Inbound'. 6. Define the origin to which the journal validations apply. In the Origin field, enter or select a value. Note: The origin is only used for messages from customers or vendors. So, for messages from 3PL warehouses, the origin is not used. 7. In the Lines section, click New. Note: Once a line exists for an account, the account is shown in the Account relations section. For an existing account relation, you can select several validation rules is one go. To do so, in the Account relations section, click Select rules. Indicate if you only want to select rules that apply to the current company. Select the desired validation rules and click OK. As a result, for each of the selected validation rules, a line is added. For each added line, define the desired settings. 8. Define the account type to which the validation rule applies. In the Account code field, select an option. Note: The combination of the defined Document flow and Direction define which account code must be used. For example: - Order and Inbound: Customer - Confirmation and Inbound: Vendor - Picking and Inbound: Warehouse 9. Define the account to which the validation rule applies. In the Account selection field, enter or select a value. Note: You can only enter an account of the type as selected in the Account code field. 10. In the Validation rule field, enter or select the validation rule to be applied. Note: You can select from the validation rules as defined for the current legal entity (company) or from all validation rules. Only validation rules are shown that are related to the document flow and direction. 11. In the Type field, select an option. 12. In the Exception behavior field, select an option. 13. In the Validation parameter field, type a value. 14. In the Number field, enter a number. 15. In the Text field, type a value. 16. Clear the Active check box. 17. Click Save. End End

Activities

Name Responsible Description

Set up validation rules

Application Consultant
If you use staging journals, you can set up the applicable journal validations. For each staging journal-related table, you can define the applicable validation rules.
You define:
  • The journal-related table for which to set up validation rules.
  • To which document flow type the validation rules apply.
  • The validation rules to be applied. You can select from pre-defined or customized validation rule classes.
  • The sequence in which the validation rules are applied.
  • For each validation rule, to which legal entity it applies (optional).

Set up journal validations

Application Consultant
If you use staging in your EDI process, the received EDI messages are imported into a staging journal. On insert of the message into the staging journal, the applicable journal validations are done.
Set up journal validations for each applicable combination of document flow type, direction, and origin.
For each of these combinations, set up the applicable validation rules and related settings.

You can set up specific journal validations for a customer, vendor, or warehouse. You can also set up journal validations on legal entity level. If no specific journal validation exists, the legal entity journal validation can be used. 
On validation, the validation rules for the relevant table are applied in the sequence as defined on the Validation rules page. For each validation rule, as defined on the Validation rules page, the applicable journal validation is searched for in this sequence:
  1. Is this validation rule set up for the customer, vendor, or warehouse? If yes, the validation rule is applied according to the journal validation settings.
    (Note: If this journal validation is set up but inactive, it is skipped. The validation process continues with the next validation.)
  2. If not, is this validation rule set up for the legal entity (current company)? If yes, the validation rule is applied according to the journal validation settings.
  3. If not, the validation rule is not applied.
Example
You have a customer for which one of the generic validation rules (as defined for the legal entity) is not applicable. In this case, you can set up this validation rule for the customer and deactivate it. As a result, on validation, the validation rule is found for the customer and therefore search for the validation rule stops.

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