Manage Cross-Validation Rules Import

You can always add, update, or delete cross-validation rules for a chart of accounts. Incremental changes and replacement of cross-validation rules must be audited, so enable auditing to manage cross-validation rules when you use the file-based data import (FBDI) template.

When you want to upload incremental cross-validation rules, you must submit the Manage Account Combination Validation Rules process with the mode set to Increment.

If you’re updating cross-validation rules from a main data source environment, you may choose to completely overwrite existing cross-validation rules. In this scenario, you must run the Manage Account Combination Validation Rules import process in Replace mode. Use Replace mode when the external source application sends a new file with all cross-validation rules.

Note: It’s recommended you perform cross-validation rules maintenance during a downtime period when journals and transactions aren’t being entered.