Customer setup

Customer document type validation profiles - Purchase order change

Users can access the form by navigating to EDI > Setup > Document types.

Validation profiles are groups of business validation rules that can be applied to a trading partner. They provide the ability to set variable tolerances on various different aspects of the documents business process. Once a validation profile is created it can be configured by adding validation rules to it and defining the error tolerance of the rule.
Once setup for each document type, the validation profile can be assigned to each incoming document on the Trading partner setup in EDI > Setup > Trading partners.

Note: The validation profiles FastTab is only displayed from Document types that have valid validation options

• To create a new record, select the New button in the validation profiles FastTab.
• Specify the Name and Description of the profile.
• Select the Name hyperlink or the Setup button to update profile details.
• Select Add to add the validation rule.
• Select the Validation rule.
• Select the Error tolerance to specify the validation level. If a validation rule fails, this will be used to determine how it reacts. The logs can be viewed on the staging record’s Show log or Version log. Options:
  • Info - An Infolog is displayed with information only. If the validation rule fails a message will be written to the staging records log but the record will continue to process.
  • Warning - An Infolog is displayed with a warning. If the validation rule fails a message will be written to the staging records log but the record will continue to process.
  • Error - An Infolog is displayed with an error. If the validation rule fails, the staging records will be set to error state and the target document note created/updated. Except for Customer module where an order hold will be applied to the sales order. The Validation error hold code that was assigned in EDI parameters will be applied to the Sales order.

Validation instance	Validation rule	Description
Sales Order	Delivery Date	The delivery date should not be a historical date. Note: Delivery date control must be enabled
Sales Order Line	Delivery Date	The delivery date should not be a historical date. Note: Delivery date control must be enabled
Sales Order Line	Minimum/Maximum quantity	The sales line quantity should be devisable by the multiple specified on the Default/Site order settings table.
Sales Order Line	Sales Price	The unit price should be checked using the standard D365 pricing rules. It must first convert the price to the standard method of input for that customer (CustTable.InclTax) , if the prices are slightly different it should check the tolerance before giving an error/warning. It should also check the field on the customer table Use customer price before updating the sales line. Example: Item X trade agreement price 10.25 Item Y trade agreement price 8.88 Customer has a Maximum negative price variance and Maximum positive price variance of 0.05 assigned on the Customer purchase order setting profile. Customer does not have their trade agreements entered including tax. Customer sends their EDI orders including tax. The setting use customer pricing is given Item X EDI file price (before converting) 11.26 (after conversion) 10.24 Item Y EDI file price (before converting) 9.70 (after conversion) 8.82 Document’s Error tolerance validation is set to Warning A warning is only given for Item Y because it is outside of the tolerance. The warning message should show the price before and after conversion plus the price AX finds.
Sales Order Line	Sales Unit	It should first check that this unit of measurement actually exists, a second check should be the measurement on the inventory table module for sales

Where used

The Validation profile can be assigned on the Incoming documents FastTab to document type Customer purchase order change for the Customer Trading partner at EDI > Setup > Trading partners.

Data entity

• EDI Validation profile
• EDI Validation profile line