Validation rules

The Order Document Definition includes the following preconfigured validation rules (you can disable any of these rules in the settings of the Order Document Definition or create your own validation rules):

Field Rule Description
Total Separate currency from amount in Total field Separates the currency sign from the number if OCR fails to differentiate the currency name from the digits.
Amount check Adds up the line item prices and additional costs and compares the result against the number in the Total field.
LineItems

Check item amount Checks that the amount in each line item equals the quantity multiplied by the price minus the discount.
UnitPrice Separate currency from amount in LI_UnitPrice field Separates the currency sign from the number in the corresponding field if OCR fails to differentiate the currency name from the digits.
TotalPriceNetto Separate currency from amount in LI_TotalPriceNetto field
TotalPriceBrutto Separate currency from amount in LI_TotalPriceBrutto field
Quantity Quantity is required Makes sure that the quantity of goods has been detected.
Currency Hide currency if total empty Removes the value from the Currency field if no Total field has been detected.
Check LineItems currency value Checks the value in the Currency field.
ArticleNumberBU Article Number must be found in database Indicate whether only the article number or both the article number and the business unit must be present in the database.
Article Number and BU must be found in database
Issuer Buyer must be found in database Indicate whether buyer details must be present in the database or added into the database.
Buyer details must be added to database
DeliveryDate Delivery date must be later than order date Checks if the detected delivery date is later than the detected order date.
Currency Set currency to CAD or USD Sets the currency depending on the country of the business unit (CAD for Canada and USD for the USA).
Detect national currency Determines the currency based on the country of the business unit.
Copy currency from LineItems Copies the currency from LineItems (if available).
Check currency value Checks the value of the Currency field if the Total is not empty.

BU

Information about business unit must be added to database Indicates whether business unit details must be present in the database or added into the database.
Business unit must be found in database

The tax rules are identical to those used in invoice projects but are disabled by default. To enable the tax rule for your Orders project, enable the Taxes option:

  1. In the Document Definition Editor, click Document Definition → Document Definition Properties....
  2. In the dialog box that opens, click the Document Definition Settings tab and then click the Edit... button in the Additional Fields and Features group.

For a detailed description of the tax rule, see the rules available for invoices.

10.11.2020 12:08:04


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