Setting Up Inbound Confirmation Validation

This topic discusses prerequisites and how to define the confirmation and assign automatic inbound confirmation instruments.

Pages Used to Set Up Inbound Confirmation Validation

Page Name	Definition Name	Usage
Inbound Confirmation Validation Page	DAD_CNF_VALCOL	Define deal-transaction, data fields that are subject to confirmation validation.
Instrument Detail Page	INSTR_DETAIL_TR	Specify a Confirm Field Validation ID value for use in the inbound confirmations process. See also Instrument Detail Page for more information.

Prerequisites for Setting Up Inbound Confirmation Validation

To implement the Treasury Inbound Deal Confirmations using Workflow virtual approval technology, go to PeopleSoft Application Designer to define business processes, activities, business events, worklists, routings, and approval rule sets.

The integration between Treasury and Notification Framework will be delivered as system data to support email and worklist notifications, as shown in this table:

Description	Process Name	Process Category	Navigation
Automatic Inbound Deal Confo (confirmation)	TR_NOTIFICATIONS	AUTO_INBOUND_DEAL_CONFO	Enterprise Components > Events & Notifications > Notifications Framework > Notifications Registry > Notification Registry

See the product documentation for PeopleTools: Workflow Technology.

See also Events and Notifications Framework: Understanding Notification Setup.

Inbound Confirmation Validation Page

Use the Inbound Confirmation Validation page (DAD_CNF_VALCOL) to define deal-transaction, data fields that are subject to confirmation validation.

To define inbound confirmation validation, use the Inbound Confo Validation component (CONFO_VALIDATION).

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Treasury, and then Inbound Confo Validation, and then Inbound Confirmation Validation

This example illustrates the fields and controls on the Inbound Confirmation Validation page.

Field or Control	Description
Sequence	Change the sequence number if it differs from the default.
Validation Column	Indicates the field to be validated.

Assigning Automatic Inbound Confirmation Instruments

Use the Instrument Detail page (INSTR_DETAIL_TR) to specify a Confirm Field Validation ID value for use in the inbound confirmations process.

Navigation:

Deal Management, and then Administer Deals, and then Define Instruments, and then Instrument Detail

Field or Control	Description
Confirm Field Validation ID	Select the inbound, confirmation-field definition that identifies which deals columns to use for automatic inbound confirmation.