Edit a Cross-Validation Rule

Cross-validation rules prevent specific combinations of segment values in account combinations. You can use the Manage Cross-Validation Rules task to edit existing rules or to create one-off rules.

Scenario

Your organization has a cross-validation rule named Companies 131 and 151, which restricts account combinations for those companies to department 40 and product 211. Account combinations for both companies should now include department 30. To edit the cross-validation rule, perform these steps.

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

   • Offering: Financials

   • Functional Area: Financial Reporting Structures

   • Task: Manage Cross-Validation Rules

2. On the Rules tab, select the chart of accounts for your organization and select the Companies 131 and 151 cross-validation rule.

   The following figure shows the section of the Edit Cross-Validation Rules page with the condition and validation filter details for companies 131 and 151. A condition is defined for company values equal to 131 or 151, and the validation specifies the department value equals 40 and the product value equals 211.

   

3. Click the Validation Filter icon.

4. Click Add Fields and select the Department segment.

5. Accept the default operator, which is Equals, and select department 30.

   The following figure shows the Validation Filter window with three validations: department equals 40, department equals 30, and product equals 211.

   

6. Click OK.

7. Click Save.

   The following figure shows the details for the updated validation on the Edit Cross-Validation Rules page. The validation specifies departments equal to 30 or 40, and the product equal to 211.

   

8. To update the error message, search for and select the Manage Messages for General Ledger task. Query the error message name for the cross-validation rule and edit the message to include department 30.