To implement and enforce budget or business policies and processes, create validation rules and associate them with data forms. When you create validation rules, specify colors in which to indicate invalid data, and the error message generated.
For example, a company requires special approval for monthly expenses exceeding $70,000. To implement this policy, create a validation rule to flag criterion in blue and trigger notification to management. In the same data form, include another rule that identifies variances below 0 in yellow. When viewing the data form, planners can display the data validation messages that you defined in the rule. The validation messages contain links to the cells that violated the rule.
To ensure that budgets adhere to company policies, you can also enforce limits on submitted planning unit data by using validation rules. For example, create a validation rule to ensure that an employee’s salary is within a certain range for the grade and department. In addition to the validation rules that you create, predefined validation rules help ensure valid data entry, by ensuring conditions:
New option dates occur between the Element start and end dates.
The Assigned FTE for a position does not exceed its Total FTE.
Tax is computed on taxable salary, not just salary.