Siebel Field Service Guide > Agreements > Process of Setting Up Agreements >

Setting Up Agreement Validation

Users can verify an agreement to validate that the correct data has been entered. Agreement validation helps to make sure that agreement details are in accordance with company policies regarding contract creation, updating, and renewal.

Process of Setting Up Agreement Validation

To set up agreement validation, perform the following tasks:

  1. Creating Agreement Validation Rule Sets
  2. Creating Agreement Validation Messages
  3. Creating Agreement Validation Rules

NOTE:  See Siebel Order Management Guide for more information on setting up data validation.

Creating Agreement Validation Rule Sets

Typically, a validation rule set called Agreement Validation is provided out of the box for Field Service. However, if no such rule set exists in your installation, perform the steps in the following procedure.

To create an agreement validation rule set

  1. Navigate to the Administration - Data Validation screen > Rule Sets view.
  2. In the Validation Rule Set list, create a new rule set and enter a suitable name for the validation rule—for example, Agreement Validation.
  3. In the Business Component field, select the appropriate component.

    Typically, the value for this is Service Agreement.

  4. In the Business Object field, select the appropriate object.

    Typically, the value for this is also Service Agreement.

  5. Click the Activate button to release the rule set.

    NOTE:  To revise an agreement validation rule set, click the Revise button and update the rule set. Click Activate to release it when you are finished.

Creating Agreement Validation Messages

Before defining rules for the rule set, you should create the error messages that are used for data validation. These error messages and codes are referenced during the rule creation process.

To create a validation message for agreement line item validation

  1. Navigate to the Administration - Data Validation screen > Validation Messages view.
  2. In the Validation Messages list, create a new record.
  3. Enter an appropriate message code.
  4. In the Message Level field, select the appropriate level (for example, Agreement) for the message.
  5. In the Message Source field, select the appropriate source of the message.

    In this case, it is typically Agreement Validation.

  6. Enter text to describe the error—for example, Account is Null.

    You can also enter different message text translations in the Translations view for the various languages supported.

Creating Agreement Validation Rules

When the agreement rule set and data validation error messages have been created, the next task is to create the rules governed by the rule set. The following procedure assumes that you have not yet released the rule set.

To create validation rules for agreement line items

  1. Navigate to the Administration - Data Validation screen > Rule Sets view.
  2. Select the agreement validation rule set.
  3. Drill down on the Name field.

    The Rules view appears.

  4. In the Rule list, create a new rule record.
  5. Check the sequence of the rules to make sure that the new rule is evaluated in the correct order.
  6. Add a suitable name for the rule—for example, Price list is Null.
  7. In the Expression field, use the Expression Designer to create sophisticated validation expressions for verification.

    A suitable expression for this example would be [Price List] IS NOT NULL. This data validation rule checks that a correct price list has been entered into the agreement. The field of the business component against which you wish to validate should be contained in [ ].

  8. In the Business Component field, enter the name of the business component being referenced.
  9. In the Apply To field, select either Current Record or All Records to specify the records against which the rule should be validated.
  10. In the Return Code field, select the validation message and error code you created previously.

    See Creating Agreement Validation Messages for more information.

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