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.