Create Cross-Validation Rules in a Spreadsheet

This example shows how to create two cross-validation rules using the Cross-Validation Rules spreadsheet.

The following table summarizes key decisions for this scenario.

Decisions to Consider	In This Example
What's the name of the chart of accounts?	US Chart of Accounts
What segments make up the chart of accounts?	Company Department Account Product
What cross-validation rules have to be created?	Companies 131 and 151 have only one department, department 40. Department 40 produces only one product, represented by segment value 211. All account combinations for these two companies must have department 40 and product 211. Company 202 has three manufacturing departments: 10,20,30. All three departments work only with products 235 and 236. All account combinations for company 202 must have only these three departments and these two products.

Creating Cross-Validation Rules

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Financials

   • Functional Area: General Ledger

   • Task: Create Cross Validation Rules in Spreadsheet

2. Sign into the application to open the spreadsheet.

3. Complete the fields, as shown in this table, to create the rule for companies 131 and 151.

   Row 1	Values
   Name	Companies 131 and 151
   Description	Valid department and product for companies 131 and 151.
   Error Message	Companies 131 and 151 can only be used with department 40 and product 211.
   Condition Filter Segment	Company
   Condition Filter Values	131,151
   Validation Filter Segment	Department
   Validation Filter Values	40

4. Complete the fields, as shown in this table, to complete the rule for companies 131 and 151.

   Row 2	Values
   Name	Companies 131 and 151
   Validation Filter Segment	Product
   Validation Filter Values	211

5. Complete the fields, as shown in this table, to create the rule for company 202.

   Row 3	Values
   Name	Company 202
   Description	Valid products for company 202 manufacturing departments.
   Error Message	Manufacturing departments 10, 20, and 30, of company 202, can only be used with products 235 or 236.
   Condition Filter Segment	Company
   Condition Filter Values	202
   Validation Filter Segment	Product
   Validation Filter Values	235,236

6. Complete the fields, as shown in this table, to complete the rule for company 202.

   Row 4	Values
   Name	Company 202
   Condition Filter Segment	Department
   Condition Filter Values	10-30

   The following figure shows the Create Cross-Validation Rules spreadsheet with the rules that were entered following steps 3 through 6.

   

7. Click Submit to upload the cross-validation rules.

8. Click OK on the Upload Options window to accept the default setting.

9. Review the upload results.