Purchasing Document Validation Checks

The application validates a purchasing document against a set of rules to ensure that this is a valid purchasing document. If it's not, an error or warning is provided.

Document Validation Checks

You can validate your purchasing document or change order using the Validate action. If there is an error or warning, the application displays a dialog listing all errors and warnings for you to review. When you submit a document or a change order for approval, the application executes the same validation checks. Some of these validations are performed prior to a change order creating a new version of the document. This ensures that the changes are still relevant in the context of the current state of the document life cycle. For example, any reduction in ordered quantity takes into account any recent receipts and doesn't reduce the quantity beyond what has already been received.

This table lists some of these validation checks, and indicates the document type and document level each validation check is applied to. If a validation check applies to a document type, a Y is displayed in the column. If a validation doesn't apply to a document type, an N is displayed in the column. Purchasing document types include: purchase order, blanket purchase agreement and contract purchase agreement.

Validation	Level	Purchase Order	Blanket Purchase Agreement	Contract Purchase Agreement
The agreement must be assigned for usage to at least one requisitioning BU.	Header	N	Y	Y
The amount limit must be greater than or equal to the minimum release amount.	Header	N	Y	Y
Amount limit of an agreement can't be reduced below the amount that has already been released.	Header	N	Y	Y
The document must have a supplier site	Header	Y	Y	Y
The document must have a supplier.	Header	Y	Y	Y
The document must have at least one line.	Header	Y	Y	N
Total amount released can't exceed the amount limit on the agreement.	Header	Y	N	N
The amount released against an agreement on the order must be greater than or equal to the minimum release amount specified on the agreement.	Header	Y	N	N
The amount released against an agreement line on the order must be greater than or equal to the minimum release amount on the agreement line.	Header	Y	N	N
If supplier hold enforcement is in place, supplier site on the document must not be on purchasing hold.	Header	Y	Y	Y
If retroactive pricing is enabled for open orders only and any accounting has happened on the line then price can't be changed.	Line	Y	N	N
The line ordered amount must be equal to the sum of the ordered amount of all schedules of the line.	Line	Y	N	N
The line price change exceeds the price update tolerance specified on the blanket purchase agreement.	Line	N	Y	N
The price limit must be greater than or equal to the price if price override is allowed.	Line	N	Y	N
The purchase order line price must be less than or equal to the source agreement price limit.	Line	Y	N	N
The purchase order line quantity must equal the sum of its schedule quantities.	Line	Y	N	N
Amounts or quantities can't exceed the limit on the referenced blanket agreement line.	Line	Y	N	N
The ordered amount can't exceed the approved amount of the requisition line by more than the price change tolerance amount specified for the requisitioning BU.	Schedule	Y	N	N
The ordered amount must be greater than or equal to the received amount for service lines.	Schedule	Y	N	N
The ordered quantity must be greater than or equal to the received quantity for goods lines.	Schedule	Y	N	N
The price on the order can't exceed the price on the requisition line by more than the price change tolerance percentage specified for the requisitioning business unit.	Schedule	Y	N	N
The purchase order schedule quantity must equal the sum of its distribution quantities.	Schedule	Y	N	N
The schedule order amount must be equal to the sum of its distribution ordered amounts.	Schedule	Y	N	N
The secondary quantity is required for a dual UOM controlled item.	Schedule	Y	N	N
The supplier must be an approved supplier for items requiring an approved supplier.	Schedule	Y	Y	N
The supplier must not be a debarred supplier.	Schedule	Y	Y	Y
Purchase order schedules with inventory destination can only have one distribution.	Schedule	Y	N	N
The ordered amount must be greater than or equal to the billed amount.	Distribution	Y	N	N
The ordered amount must be greater than or equal to the delivered amount.	Distribution	Y	N	N
The ordered quantity must be greater than or equal to the billed quantity.	Distribution	Y	N	N
The ordered quantity must be greater than or equal to the delivered quantity.	Distribution	Y	N	N