Predefined validation rules

If you use staging journals, you can set up the applicable journal validations. For each staging journal-related table, you can define the applicable validation rules.

For several tables, predefined validation rules are standard available.

Table	Validation class	Description
BisEdiPurchaseTrans	BisCheckBisEdiPurchaseTrans	Base validation class. Do not use as validation rule.
	BisEdiCheckPurchaseLineDiscPercent	Checks if the discount percentage is equal to the discount percentage of the related PurchLine. On the journal validation setup, you can use a parameter to allow a small difference.
	BisEdiCheckPurchaseLineDiscAmount	Checks if the discount amount is equal to the discount amount of the related PurchLine. On the journal validation setup, you can use the validation parameter to allow a small difference.
	BisEdiCheckPurchItemEanCode	Checks if the BarCode exists in the InventItemBarcode table.
	BisEdiCheckPurchPrice	Checks if the PurchPrice is equal to the PurchPrice of the related PurchLine. The related PurchLine is found using the PurchId and the LineNumber.
	BisEdiCheckPurchLineAmount	Checks if the LineAmount is equal to the LineAmount of the related PurchLine. The related PurchLine is found using the PurchId and the LineNumber.
	BisEdiCheckPurchDeliveryDate	Checks if the DeliveryDate of the PurchLine is equal to the ConfirmedDlv of the journal line.
	BisEdiCheckPurchQty	Checks if the PurchQty is equal to the PurchQty of the related PurchLine. The related PurchLine is found using the PurchId and the LineNumber.
	BisEDICheckPurchaseLineNumberUsage	Checks if the same purchase line number is used more than once.
	BisEdiCheckPurchItemId	Checks if the ItemId exists in the InventTable.
BisEdiPurchaseJour	BisCheckBisEdiPurchaseJour	Base validation class. Do not use as validation rule.
	BisEdiCheckOriginIdPurchase	Checks if a party setup exists for this VendAccount and OriginId.
	BisEdiCheckPurchJourDeliveryDate	Checks if the DeliveryDate of the PurchTable is equal to the ConfirmedDlv of the journal header.
	BisEdiCheckPurchaseDiscPercent	Checks if the discount percentage is equal to the discount percentage of the related purchase order. On the journal validation setup, you can use the validation parameter to allow a small difference.
	BisEdiCheckPurchPurchId	Checks if the PurchId exists in the PurchTable.
BisEdiSalesTrans	BisCheckBisEdiSalesTrans	Base validation class. Do not use as validation rule.
	BisEdiCheckATPItemAvailableQty	Checks the ATP for each EDI sales order line: Item is determined using the BarCode field. If the BarCode field is empty, the check uses the ItemId field. Delivery date is determined using the ReceiptDateRequested from the line. If the ReceiptDateRequested is empty, the check uses the ReceiptDateRequested from the header. If the ReceiptDateRequested from the header is empty, the current date is used.
	BisEdiCheckExternalItem	Checks in D365 FO if the external item ID exists for the item.
	BisEdiCheckItemBarcode	Checks if the OriginalBarCode exists. The check uses the item setup from the party setup.
	BisEdiCheckItemCanBeConverted	Checks if the UnitId field can be converted to the unit defined in the InventTableModule for sales.
	BisEdiCheckItemEanCode	Checks if the BarCode exists in the InventItemBarcode table.
	BisEdiCheckItemGTIN	Checks if the BarCode exists in the InventItemGTIN table.
	BisEdiCheckItemHighestQty	Checks if the SalesQty field is less than the HighestQty defined in the InventTableModule for sales.
	BisEdiCheckItemId	Checks if the ItemId exists in the InventTable.
	BisEdiCheckItemInPricelist	Checks if the ItemId exists in the PriceDiscTable.
	BisEdiCheckItemLowestQty	Checks if the OrderedQty is greater than the LowestQty defined in the InventTableModule for sales.
	BisEdiCheckItemLowestsalesQty	Checks if the SalesQty is greater than the LowestQty defined in the InventTableModule for sales.
	BisEdiCheckItemMultiplyQty	Checks if the SalesQty is less than the MultipleQty defined in the InventTableModule for sales.
	BisEdiCheckItemRestrictedForCountry	Checks if the item is restricted for sale to the country of the delivery address. This validation rule uses the Restricted products setup as defined for the Released products.
	BisEdiCheckItemStopped	Checks if the Stopped field is disabled in the InventTableModule for sales.
	BisEdiCheckSalesInventOnHand	Checks if the inventory on-hand is enough for the sum of the RemainInventPhysical per ItemId in this journal.
	BisEdiCheckSalesLinePrice	Checks and calculates the expected sales line amount and compares it with the EDI sales line amount. It checks if the EDI sales line amount is different from the calculated amount. You can allow a difference between the calculated amount and the EDI sales line amount. To do so, on the Journal validation setup, in the Validation parameter field, define the desired percentage. This percentage indicates the maximum allowed difference between the EDI sales line amount and the calculated amount. Note: The expected sales line amount is calculated based on the trade agreements or default sales price.
	BisEdiCheckSalesLinePriceUnitConversion	Checks and calculates the expected sales line amount and compares it with the EDI sales line amount. It checks if the EDI sales line amount is different from the calculated amount, taking into account unit conversions. You can allow a difference between the calculated amount and the EDI sales line amount. To do so, on the Journal validation setup, in the Validation parameter field, define the desired percentage. This percentage indicates the maximum allowed difference between the EDI sales line amount and the calculated amount. Note: The expected sales line amount is calculated based on the trade agreements or default sales price.
	BisEdiCheckSalesPriceLineAmount	Checks if the LineAmount is equal to the expected LineAmount, considering discounts.
	BisEdiCheckSalesUnit	Checks if the sales unit exists.
	BisEdiCheckSalesQuantity	Checks if the SalesQty is not 0.
BisEdiSalesJour	BisCheckBisEdiSalesJour	Base validation class. Do not use as validation rule.
	BisEdiCheckCustomerExist	Checks if the customer exists, using the CustAccount field.
	BisEdiCheckCustomerIsBlocked	Checks if the field CustTable.Blocked is 'Yes'. The customer is found using the CustAccount field.
	BisEdiCheckLinesExist	Checks if the journal has lines.
	BisEdiCheckOrderAlreadyExist	Checks if CustomerRref or the PurchOrderFormNum exists in the SalesTable.
	BisEdiCheckOrderAlreadyExistsForCustomer	Checks if the PurchOrderFormNum exists in the SalesTable for the customer.
	BisEdiCheckOrderAlreadyExistsForCustomerAndReference	Checks if the CustomerRef exists in the SalesTable for the customer.
	BisEdiCheckOrderDeliveryDate	Checks if the ReceiptDateRequested field is in the past.
	BisEdiCheckOrderWeightLimit	Checks if the sum of the NetWeight (InventTable) for this journal does not exceed the maximum weight. The maximum weight is defined as a parameter in the validation line.
	BisEdiCheckOriginIdSales	Checks if a party setup exists for this CustAccount and OriginId.
	BisEdiCheckSalesPool	Checks if the SalesPoolId exists in the SalesPool table.
	BisEdiCheckWarehouseExist	Checks if the InventLocationId exists in the InventLocation table.
BisEdiSalesAddresses	BisCheckBisEdiSalesAddresses	Base validation class. Do not use as validation rule.
	BisEdiCheckAddressEanCode	Checks if the addresses exist, using the field BisEanCodeId (GLN).
BisEdiInventoryOrderTrans	BisCheckBisEdiInventoryOrderTrans	Base validation class. Do not use as validation rule.
	BisEdiCheckInventoryInventtransIdAlreadyReceived	Checks if one purchase receipt was made on this inventory transaction Id.
	BisEdiCheckInventoryInventTransIdExists	Checks if the current inventory transaction ID exists.
	BisEdiCheckInventoryOrderItemEanCode	Checks if the BarCode exists in the InventItemBarCode table. The check is not applied if the ItemId field is filled.
	BisEdiCheckInventoryOrderItemGTIN	Checks if the BarCode exists in the InventItemBarGTIN table. The check is not applied if the ItemId field is filled.
	BisEdiCheckInventoryOrderTransBatch	Checks if the InventBatchId or EndJob field exists on the journal line.
	BisEdiCheckInventoryOrderTransBatchExp	Checks if the ExpirationDate (including the PdsBestBefore from the InventTable) is equal to the ExpDate from the InventBatch table.
	BisEdiCheckInventoryOrderTransId	Checks if the InventTransId exists for sales or purchase orders.
	BisEdiCheckInventoryOrderTransInventOK	Checks if the TransInvent is OK: Open transactions for the item and location. Batch exists for the item. Batch expiry date is different. License plate exists. Physical quantity. Batch unavailable.
	BisEdiCheckInventoryOrderTransItemId	Checks if the ItemId exists in the InventTable. In case of production orders, the ProdTable is also used.
	BisEdiCheckInventoryOrderTransLP	Checks if the LicensPlateId is according to the rules.
	BisEdiCheckInventoryOrderTransLPShipped	Checks if the TransLPShipped is OK.
	BisEdiCheckInventoryOrderTransNoSplitLP	Checks if enough inventory on-hand is available for a specific license plate to avoid splitting the sales or transfer order.
	BisEdiCheckInventoryOrderTransPurchConfirmed	Checks if the purchase order is confirmed.
	BisEdiCheckInventoryOrderTransQtyOnHand	Checks if enough inventory on-hand is available for this inventory order journal.
	BisEdiCheckInventoryOrderTransQtyPositiv	Checks if the InventQty is positive.
	BisEdiCheckInventoryOrderTransTotalQty	Checks if enough inventory on-hand is available for all the journals with MessageStatus 'To be processed'.
	BisEdiCheckTransferHasShipped	Checks if the InventQty is less than the QtyRemainReceive on the InventoryOrderTrans. This check only applies to InventTransType 'Transfer order receive'.
	BisEdiCheckWMSJournal	Checks if a WMSJournalTrans exists for this ItemId, LicensePlateId, InventBatchId, InventLocationId.
BisEdiInventoryOrderJour	BisCheckBisEdiInventoryOrderJour	Base validation class. Do not use as validation rule.
	BisEdiCheckPurchPackingSlip	Base validation class. Do not use as validation rule.
	BisEdiCheckInventoryOrderJourCustHold	Checks if the CustTable.Blocked is 'All', 'Invoice', or 'Requisition' for the OrderType 'Sales order'. The check searches the related sales order using the InventTransRefId field on the header.
	BisEdiCheckInventoryOrderJourHasOpenLine	Checks the status and the open lines for the different order types: Production order: ProdStatus is not 'Completed'. Purchase order: PurchStatus is not 'Invoiced', DocumentState is not 'Confirmed', and the purchase order line RemainInventPhysical is greater than or equal to the InventQty from the journal line. Sales order: SalesStatus is not 'Invoiced', and the sales order line RemainInventPhysical is greater than or equal to the InventQty from the journal line. Transfer order: TransferStatus is not 'Received', and the transfer order line QtyRemainReceive is greater than or equal to the InventQty from the journal line.
	BisEdiCheckInventoryOrderJourHold	This check always returns false to avoid automatically processing the journal.
	BisEdiCheckInventoryOrderJourPending	Checks if pending journals exist using the InventTransRefId, OrderType, and TransDateTime field. The journal is pending if the messageStatus is 'To be processed' or 'Error'.
	BisEdiCheckInventoryOrderJourPeriodOpen	Checks if an open period exists in the LedgerFiscalCalendarPeriod, using the TransDateTime field from the journal header.
	BisEdiCheckInventoryOrderJourQty	Checks if the sum of the InventQty is less than the Qty in the InventTrans table for the current InventTransId. This check is only applied if the ReferenceType is 'Sales order delivery', 'Sales order return', or 'Transfer order shipment'.
	BisEdiCheckInventoryOrderJourReqRef	Checks the existence of purchase orders or sales orders: Checks for a sales order using the InventTransRefId, RequisitionReference, and CustAccount. The RequisitionReference is compared to the PurchOrderFormNum on the SalesTable. Checks for a purchase order using the InventTransRefId, RequisitionReference, and CustAccount. The RequisitionReference is compared to the VendorRef field on the PurchTable.
	BisEdiCheckInventoryOrderJourReserveOK	Checks if enough inventory on-hand is available to reserve. This check is only applied to OrderType 'Sales order' or 'Transfer order'
	BisEdiCheckInventoryOrderJourTransDate	Checks if the TransDateTime is defined and is not in the future.
	BisEdiCheckInventoryOrderJourTransRefId	Checks if the InventTransRefId exists.
	BisEdiCheckProdStarted	Checks if the ProdStatus of the ProdTable is 'Started' or 'Finished'.
	BisEdiCheckPurchaseConfirmed	Checks if the DocumentState of the PurchTable is 'Confirmed'.
BisEdiTransferOrderTrans	BisCheckBisEdiTransferOrderTrans	Base validation class. Do not use as validation rule.
	BisEdiCheckTransferLineItemId	Checks if the ItemId exists in the InventTable.
	BisEdiCheckTransferLineQty	Checks if the InventQty is not 0.
BisEdiTransferOrderJour	BisCheckBisEdiTransferOrderJour	Base validation class. Do not use as validation rule.
	BisEdiCheckTransferOrderDeliveryDate	Checks if the InventTransferReceiveDate deviates from other journals with the same TransferId.
BisStagingJournal	BisCheckBisEdiPurchaseTransDelivery	Base validation class. Do not use as validation rule.
	BisEdiCheckPurchSplitDeliveryDate	Checks if the ConfirmedDlv differs from the related records in the BisEdiPurchaseTransDelivery.
	BisEdiCheckPurchSplitDeliveryQty	Checks if the PurchQty differs from the related records in the BisEdiPurchaseTransDelivery.
BisEdiPurchaseMarkupTrans	BisCheckBisEdiPurchaseMarkupTrans	Base validation class. Do not use as validation rule.
	BisEdiCheckPuchaseMarkupCode	Checks if the charges code of the purchase confirmation line exists in the Charges codes (MarkupTable) table.
	BisEdiCheckPuchaseMarkupTaxGroup	Checks if the sales tax group of the purchase confirmation line exists in the Sales tax groups (TaxGroup) table.
	BisEdiCheckPuchaseMarkupTaxItemGroup	Checks if the tax item group of the purchase confirmation line exists in the Item sales tax groups (TaxItemGroup) table.
BisEdiSalesMarkupTrans	BisCheckBisEdiSalesMarkupTrans	Base validation class. Do not use as validation rule.
	BisEdiCheckSalesMarkupCode	Checks if the charges code of the sales order line exists in the Charges codes (MarkupTable) table.
	BisEdiCheckSalesMarkupTaxGroup	Checks if the sales tax group of the sales order line exists in the Sales tax groups (TaxGroup) table.
	BisEdiCheckSalesMarkupTaxItemGroup	Checks if the tax item group of the sales order line exists in the Item sales tax groups (TaxItemGroup) table.

Related to	Notes
Set up validation rules

Predefined validation rules Standard

Predefined validation rules
Standard