View Cross-Validation Rules

You can view cross-validation rules on the Manage Cross-Validations page or in the format of the file-based data import (FBDI) template.

Here’s how to view existing cross-validation rules in the FBDI template:

  1. In the Setup and Maintenance area, go to the Manage Cross-Validation Rules task:
    • Offering: Financials
    • Functional Area: Financial Reporting Structures
    • Task: Manage Cross-Validation Rules
  2. In the Chart of Accounts field on the Rules tab, select the chart of accounts whose cross-validation rules you want to view.
  3. On the Actions menu, click Download Rules.
  4. In the Cross-Validation Rules dialog box, select the name of the cross-validation rule you want to view. Optionally, use one of these other operators to find the cross-validation rule: Starts with, Ends with, or Contains.
    Note: To download all of the cross-validation rules for the chart of accounts, leave the Name field blank.

    Here's an example of the Cross-Validation Rules dialog box.

    An image of the Cross-Validation Rules dialog box.
  5. Click Prepare in Spreadsheet.
  6. After the process completes, click Download to download the CrossValidationRules.zip file.
    Note: If you click Show Progress, you can see the number of detail rows the search retrieved.

    Here's an example of the Processing dialog box.

    An image of the Processing dialog box.
  7. Extract the file.
  8. The CrossValidationRules folder contains these files: CrossValidationRules.ftxt, CrossValidationRulesImportTemplate.xlsm. The .ftxt file contains the data separated in a .csv format. You can open the .xlsm template file to view the data loaded from the .ftxt file.