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Process of Setting Up Agreement Validation

Users can verify an agreement to validate that it includes the correct data. Agreement validation helps to make sure that agreement details are in accordance with company policies regarding agreement creation, updating, and renewal. For more information about setting up data validation, see Siebel Order Management Guide.

To set up validation for agreements, administrators perform the following tasks:

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

This process is a step in Roadmap for Administering Agreements.

Creating Rule Sets for Agreement Validation

Typically, the Agreement Validation validation rule set is provided in the preconfigured Siebel Field Service application. However, if no such rule set exists in your installation, then perform the steps in the following procedure.

This task is a step in Process of Setting Up Agreement Validation.

To create a validation rule set for an agreement

1. Navigate to the Administration - Data Validation screen, then the Rule Sets view.
2. Create a new rule set record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Name	Type a name for the validation rule (for example, Agreement Validation).
   Business Component	Select the appropriate business component (typically, Service Agreement).
   Business Object	Select the appropriate business object (also typically, Service Agreement).

3. Click Activate to release the rule set.

   NOTE:  To revise the validation rule set, click Revise, and update the rule set. Click Activate again to release the rule set.

Creating Messages for Agreement Validation

Before defining rules for the rule set, create the error messages that are used for data validation. The rule creation process references these error messages and codes.

This task is a step in Process of Setting Up Agreement Validation.

To create an agreement validation message

1. Navigate to the Administration - Data Validation screen, then the Validation Messages view.
2. Create a new validation message record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Message Code	Type an appropriate message code.
   Message Level	Type the appropriate level (for example, Agreement) for the message.
   Message Source	Type the appropriate source (for example, Agreement Validation) of the message.
   Message Text	Type the text (for example, Account is Null) to describe the error.

3. (Optional) In the Translations list, create translation records for the message text in other supported languages.

Creating Rules for Agreement Validation

After you create the agreement rule set and data validation error messages, create the rules that the rule set governs. For the following procedure, you have not yet released the rule set.

This task is a step in Process of Setting Up Agreement Validation.

To create an agreement validation rule

1. Navigate to the Administration - Data Validation screen, then the Rule Sets view.
2. Select a rule set, and click the Rules view tab.
3. Create a new rule record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Sequence #	Type the sequence number for the rule. This number indicates the order in which the rule is evaluated relative to the other rules in the rule set.
   Name	Type a name for the rule (for example, Price list is Null).
   Expression	Use the Expression Designer to create a sophisticated validation expression for verification. For example, the [Price List] IS NOT NULL expression verifies that the agreement is associated with a price list. The field of the business component to validate is in the brackets.
   Business Component	Select the business component for the rule.
   Apply To	Select a value to indicate the records that apply to the rule. Values include Current Record and All Records.
   Return Code	Select the code of the validation message for the rule. For more information, see Creating Messages for Agreement Validation.