Set up validation rule of type Custom

Use validation rules to check if the data is in line with the defined standards.
To validate data, you can use several validation types. This topic explains how to set up a validation rule of type Custom.

Use a custom validation rule to validate a field value using a custom validation class.

Before you can set up a custom validation rule, ensure that the custom validation class is developed.

You can add validation rules in these ways:

Manually.
Select the fields to be validated from a page.

Standard procedure

1.	Click Data quality management.
2.	On the Data quality policies tab, in the list, click the link of the desired data quality policy.
	Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.
3.	Sub-task: Manually create validation rule.
3.1	You can manually create a validation rule and define the table and field which value must be validated.
	On the Validation rules tab, click Add.
3.2	Define the table of the field which value must be validated.
	In the Table field, enter or select a value.
	Note: If you want to validate field values in inherited tables, define the child table instead of the base table. For example, instead of DirPartyTable, use DirOrganization or DirPerson.
3.3	Define the field which value must be validated.
	In the Field field, enter or select a value.
4.	Sub-task: Create validation rules by selecting fields.
4.1	You can create validation rules by selecting the fields, which value must be validated, from a page.
	On the Validation rules tab, click Select fields.
4.2	Open the page from which you want to select fields.
4.3	On the Field picker dialog, click Select fields.
4.4	Click the '+' button for each field that you want to select.
4.5	On the Field picker dialog, click Done.
4.6	On the Field picker dialog, click Submit to save the selected fields to the validation rule.
5.	Define to which records the validation rule is applied. You can apply a validation rule to: New records only. Existing records only. New records and existing records.
	In the Record type field, select an option.
6.	In the Validation type field, select 'Custom'.
7.	Define when the validation rule is applied: Field: The validation rule is applied just before the standard field validation is done. Record: The validation rule is applied just before the standard record validation is done.
	In the Event field, select an option.
8.	Define what is done if the validation rule is not met: Warning: A warning message is shown. The record or the field value is saved. Error: An error message is shown. The record or the field value is not saved.
	In the Outcome field, select an option.
	Note: For each validation rule, you can define a message to be shown. If you do not define a validation rule message, a default message is shown.
9.	Sub-task: Set the validation rule properties.
9.1	Define the custom validation class to be applied for the validation rule.
	On the Properties tab, in the Class name field, enter or select a value.
	Note: You can only select classes that extend the DQSCustomValidationBase base class.
10.	Close the page.

Notes

Several validation rule tutorial classes are provided with the Data quality studio. These tutorial classes serve as an example of custom classes for a custom validation rule and are not supported. You can customize the tutorial class as desired. If you want to do so, you are advised to create a copy of the tutorial class, and make the changes in the copy.

Tutorial class	Description
DQTCustomValidation_GS1checksum	This tutorial class checks if the length of an entered bar code is according to the GS1 bar code standards. To do this, the check digit is considered. An entered bar code is valid if it matches one of the GS1 bar code standards, as defined in the tutorial class. Note: The length of an entered bar code is checked against several GS1 bar code standard lengths, as defined in the tutorial class. If desired, you can customize the class, for example, to remove standard lengths you do not use.
DQTCustomValidation_OrderAccountChange	For sales orders and purchase orders, you can change the customer account, vendor account, or invoice account. However, if already journals are posted for an order, it is often not desired to have an account changed. For the: SalesTable, you can set up a custom validation rule to validate the customer account or invoice account. PurchTable, you can set up a custom validation rule to validate the vendor account or invoice account. On entering or changing the applicable account number on the applicable order, this tutorial class checks: Does a posted confirmation journal, packing slip journal, or invoice journal exist for the order? If so, does the account number, as entered or changed for the order, match the account number on the posted journal? If the entered account number does not match the account number on the posted journal, an error or warning message is shown.

Tutorial class

Description

DQTCustomValidation_GS1checksum

This tutorial class checks if the length of an entered bar code is according to the GS1 bar code standards. To do this, the check digit is considered.

An entered bar code is valid if it matches one of the GS1 bar code standards, as defined in the tutorial class.

Note:

The length of an entered bar code is checked against several GS1 bar code standard lengths, as defined in the tutorial class. If desired, you can customize the class, for example, to remove standard lengths you do not use.

DQTCustomValidation_OrderAccountChange

For sales orders and purchase orders, you can change the customer account, vendor account, or invoice account. However, if already journals are posted for an order, it is often not desired to have an account changed.

For the:

SalesTable, you can set up a custom validation rule to validate the customer account or invoice account.
PurchTable, you can set up a custom validation rule to validate the vendor account or invoice account.

On entering or changing the applicable account number on the applicable order, this tutorial class checks:

Does a posted confirmation journal, packing slip journal, or invoice journal exist for the order?
If so, does the account number, as entered or changed for the order, match the account number on the posted journal?

If the entered account number does not match the account number on the posted journal, an error or warning message is shown.