--- title: "Set up journal validations" slug: "set-up-journal-validations" description: "Set up EDI journal validations for customers, vendors, and warehouses to streamline your staging process and ensure accurate message handling." tags: ["Task topic"] updated: 2026-07-28T06:04:21Z published: 2026-07-28T06:04:21Z canonical: "docs.staedean.com/set-up-journal-validations" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up journal validations If you use staging in your EDI process, the received EDI messages are imported into a staging journal. On insert of the message into the staging journal, the applicable journal validations are done. Set up journal validations for each applicable combination of document flow type, direction, and origin. For each of these combinations, set up the applicable validation rules and related settings. You can set up specific journal validations for a customer, vendor, or warehouse. You can also set up journal validations on legal entity level. If no specific journal validation exists, the legal entity journal validation can be used. On validation, the validation rules for the relevant table are applied in the sequence as defined on the **Validation rules** page. For each validation rule, as defined on the **Validation rules** page, the applicable journal validation is searched for in this sequence: 1. Is this validation rule set up for the customer, vendor, or warehouse? If yes, the validation rule is applied according to the journal validation settings. > [!NOTE] > **Note** > > If this journal validation is set up but inactive, it is skipped. The validation process continues with the next validation. 2. If not, is this validation rule set up for the legal entity (current company)? If yes, the validation rule is applied according to the journal validation settings. 3. If not, the validation rule is not applied. Example You have a customer for which one of the generic validation rules (as defined for the legal entity) is not applicable. In this case, you can set up this validation rule for the customer and deactivate it. As a result, on validation, the validation rule is found for the customer and therefore search for the validation rule stops. ### Steps 1. Click **EDI party setup**. 2. Click the **Journal validation** tab. 3. Click **New**. 4. Select the document flow type to which the journal validations apply. For example, use document flow type: In the **Document flow** field, select an option. - **Order** for EDI sales order journal validations. - **Confirmation** for EDI purchase order journal validations. - **Advance Ship Notice** for EDI purchase arrival validations. - **Picking** or **Product receipt** for EDI inventory order journal validations. - **Transportation tender** for EDI transportation tender journal validations. 5. In the **Direction** field, select an option. > [!NOTE] > **Note** > > For the standard EDI Studio staging journals, the direction is '**Inbound**'. 6. Define the origin to which the journal validations apply. In the **Origin** field, enter or select a value. > [!NOTE] > **Note** > > - For messages from 3PL warehouses, the origin is not used. > - For transportation tender response messages, use a ‘blank’ origin. So, leave the origin field empty. 7. In the **Lines** section, click **New**. > [!NOTE] > **Note** > > Once a line exists for an account, the account is shown in the **Account relations** section. For an existing account relation, you can select several validation rules is one go. To do so, in the **Account relations** section, click **Select rules**. Indicate if you only want to select rules that apply to the current company. Select the desired validation rules and click **OK**. As a result, for each of the selected validation rules, a line is added. For each added line, define the desired settings. 8. Define the account type to which the validation rule applies. In the **Account code** field, select an option. > [!NOTE] > **Note** > > The combination of the defined **Document flow** and **Direction define** which account code must be used. For example: > > - Order and Inbound: Customer > - Confirmation and Inbound: Vendor > - Advance Ship notice and Inbound: Vendor > - Picking and Inbound: Warehouse 9. Define the account to which the validation rule applies. In the **Account selection** field, enter or select a value. > [!NOTE] > **Note** > > You can only enter an account of the type as selected in the **Account code** field. 10. In the **Validation rule** field, enter or select the validation rule to be applied. > [!NOTE] > **Note** > > You can select from the validation rules as defined for the current legal entity (company) or from all validation rules. Only validation rules are shown that are related to the document flow and direction. 11. Define the result to be reported if the validation rule is not met. You can choose: Dependencies are only supported for the EDI inventory order journal. In the **Type** field, select an option. - **Error**: An error is reported in the staging journal. The error must be solved before you can again validate and approve the record in the staging journal. - **Warning**: A warning is reported in the staging journal. In the staging journal, you can manually accept records with a warning. - **Dependency**: Use dependency only if you apply a validation rule that checks another journal. If the validation rule is not met in the other journal, a dependency is reported. 12. You can indicate if further validation must continue or stop if the validation rule is not met. In the **Exception behavior** field, select an option. 13. You can define a parameter that is used for validation. In the **Validation parameter** field, type a value. 14. The identification of the message that is given if the validation rule is not met. The default number is defined in the validation rule class and automatically filled in here. You can manually overwrite it in this field. On validation, the number, as defined in this field, is used. In the **Number** field, enter a number. 15. The text of the message that is given if the validation rule is not met. The default text is defined in the validation rule class and automatically filled in here. You can manually overwrite it in this field. On validation, the text, as defined in this field, is used. In the **Text** field, type a value. 16. You can have an account for which one of the generic validation rules (as defined for the legal entity) is not applicable. In this case, you can set up this validation rule for this account and deactivate it. As a result, on validation, the validation rule is found for the account and therefore search for the validation rule stops. Clear the **Active** check box. 17. Click **Save**.