Cross-Validation Rules Spreadsheet

The rapid implementation solution provides a template for defining cross-validation rules in a spreadsheet.

Cross-validation rules determine whether a selected value for a particular segment of an account combination can be combined with specific values in the other segments to form a new account combination.

In the Setup and Maintenance work area, use the following:

• Offering: Financials

• Functional Area: General Ledger

• Task: Create Cross Validation Rules in Spreadsheet

Note: The spreadsheet can only create cross-validation rules. To update existing cross-validation rules, use the Manage Cross-Validation Rules task in the Setup and Maintenance work area.

Spreadsheet Overview

The cross-validation rules spreadsheet includes two sheets. One sheet has instructions and the other sheet provides the template for creating the cross-validation rules. The Instructions sheet includes:

• An overview

• An explanation of the template

• Steps to fill in the template

• An example

The following figure shows the Create Cross-Validation Rules sheet.

The following table describes each field and column on the sheet.

Field or Column	Description
Worksheet Status	The upload results for the worksheet. The application updates this field when you submit the spreadsheet.
Chart of Accounts	The chart of accounts for which the cross-validation rules are defined.
Changed	The indicator that the row has been updated. The application updates this field.
Row Status	The upload results for the row. The application updates this field when you submit the spreadsheet.
Name	The name that uniquely identifies the cross-validation rules in a deployment.
Description	The purpose for the cross-validation rule.
Error Message	The explanation to users for why the attempted combination violates the cross-validation rule.
Condition Filter Segment	The segments of the chart of accounts that constitute the condition filter.
Condition Filter Values	The values of the condition filter segment that determine whether the cross-validation rule is evaluated.
Validation Filter Segment	The segments of the chart of accounts that constitute the validation filter.
Validation Filter Values	The values of the validation filter segment used to enforce a new account combination.

Note: Cross-validation rules created from the spreadsheet are automatically enabled and don't have a start or end date.

Steps to Use the Template

To use the spreadsheet template:

1. Select the chart of accounts.

2. Enter a suitable name, description, and error message in the respective columns.

3. Select the condition filter segment. To add more than one segment to the condition filter, use the next row. Repeat the rule name and select the condition filter segment.

4. Provide the segment values that constitute the condition filter in the Condition Filter Values column.

   • To select multiple detail values, enter the detail values separated by commas. For example: 5501,5502,5503.

   • To select a range, enter the detail values separated by hyphens. You can enter multiple ranges using the comma as the range separator. For example: 3001-3030,3045-3200.

   • To select all detail values that are descendants of a parent, enter the parent value. You can enter multiple parent values using commas as the separator. For example: 1000,2000.

   • You could enter all of the previously listed values in the same cell. For example: 1000,2000,3001-3030,3045-3200,5501,5502,5503.

   • To specify that a detail value should not be selected, prefix the value with the less than and greater than symbols <>. These symbols represent the Does Not Equal operator. For example, <>5501 means the rule applies when the segment value isn't equal to 5501.

     • This operator can't be used for parent values or ranges.

     • This operator can't be used more than once for the same rule and segment.

5. Select the validation filter segment. To add more than one segment to the validation filter, use the next row. Repeat the rule name and select the validation filter segment.

6. Provide the segment values that constitute the validation filter in the Validation Filter Values column in the same way as specified for the condition filter.

7. Review the data that you entered and click Submit to publish the cross-validation rules.

8. Review the upload results in the Worksheet Status and Row Status fields.