Set up master data entity validations

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For a master data entity, you can define the applicable validations.

A validation is applied when you approve master data. If the master data is invalid, the master data is not approved.

These validation classes are delivered with Master Data Management Studio:

  • BisMdmValidationCustomerContactPerson: Checks if the contact person is defined.

  • BisMdmValidationCustomerBankAccount: Checks if the bank account is defined.

Only apply these validations if the Record table is CustTable.

You can create custom validation classes. To do so, extend the BisMdmValidationBase class.

Example

A validation rule with the BisMdmValidationCustomerBankAccount class is active for the master data entity.

You try to approve a customer master data record which bank account is not defined. As a result, the customer master data record is not approved. So, you cannot release this customer master data record till you define its bank account.

Steps

  1. Click Master data management - Setup.

  2. On the Master data entities tab, in the list, find and select the desired master data entity.

  3. Click Edit.

  4. Expand the Validations section.

  5. Click New.

    Note

    You can also initialize the validations. If validation classes exist for the record table, these validation classes are automatically added.

  6. In the Class name field, enter or select the desired validation class.

  7. You can activate a validation.

    Select the Active check box.

  8. Close the page.