Viewing Invoice Validation Rule Settings

Last updated
Save as PDF

Submitted invoices go through a comprehensive validation process based on your custom rules (if any) and the active invoice validation rules defined in the Invoice Validation Rule Setting screen.

Note: There are four invoice types: Standard, Credit Note, Accrual, and Shadow. Invoice validation rules are enforced only against Standard invoices.

You can deactivate any or all of the out-of-the-box invoice validation rules. Once the rules are activated, they will be active on all invoice updates and newly created invoices (the rules apply to both create and update actions).

Caution: Do not edit invoice validation rules from the Designer area Invoice object definition. Use the Invoice Validation Rule Setting Tool to disable or enable rules or edit conditional parameters.

For a complete description of available rules and the values to configure their settings, see Adjusting the Invoice Validation Rule Settings.

Note: Invoice validation rules only apply to Standard type invoices by default. For further assistance, contact Mitratech Support.

Accessing the Invoice Validation Rule Setting Screen

Members of the CSM Admin group have default access rights to the Invoice Validation Rule Setting Tool.

To access the Invoice Validation Rule Setting Screen

Click the Setup link.
From the Tools drop-down list, select Invoice Validation Rule Setting.
The Invoice Validation Rule Setting screen opens, allowing you to activate or deactivate the out-of-the-box invoice validation rules. For a complete description of available rules and the values to configure their settings, see Adjusting the Invoice Validation Rule Settings.