Purchase document validation

In the following, we'll go through the validation process of a purchase document. Payment Management runs a validation of all payments in the payment journal.

When you create and post an invoice, it goes through a validation process based on the payment method defined on the purchase document. As you've learned in the previous module, the settings on the payment method are in direct correlation with the bank's requirements and are used by Payment Management for validation of the payment information.

If you go ahead and create a purchase invoice for a vendor, you'll see the Validation FactBox on the right side of the purchase invoice page. When you continue to post the invoice, a notification will appear in this FactBox, if there are any validation problems with the invoice, such as incorrect or missing information.

On the Payment Management Setup page, you can set up how you want to run validation.

• Validate Purchase Document
  Validation will occur when you post the purchase document. Any validation errors will at that time be displayed in the Validation FactBox.

• Use Dynamic Validation
  Dynamic validation runs a continuous validation in the background while you work on the purchase document. Any validation errors will be displayed in the Validation FactBox when you reload or reopen the purchase document. Note that you can only use dynamic validation if Validate Purchase Document is enabled.

• Validate Purchase Journal Validation will occur when you manually select the action Validate Journal on the purchase journal or when you post the journal. This setting is enabled by default.

• Use Dynamic Journal Validation runs in the background dynamically while you work on the purchase journal, and any validation errors will be displayed in the Validation FactBox when you reload or reopen the journal. This setting is enabled by default.

• Validate Purchase Order on Approval If enabled, payment information for a purchase order should be validated before the order can be approved.

• Validate Purchase Invoice on Approval If enabled, the payment information for a purchase invoice should be validated before the invoice can be approved.

You can also manually run a validation on your purchase document. From the Action bar, select Actions > Functions > Validate Document.

Disable validation of purchase documents

Validation is enabled by default, however, you can disable it on the Payment Management Setup page by disabling Validate Purchase Document. This could be useful, for example, if you are implementing Continia Document Capture, where documents, in the beginning, may not be ready for validation. Until they are, turning off validation might ease the process for you.

Next up, you'll learn more about the Payment Management supported payment journal and how to set it up for suggesting payments.

Other resources

More learning resources for this topic include:

• The Payment Management Setup page (Continia Docs article)
• Setting up Purchase Journal Validation (Continia Docs article)