Validation

Sales Orders

In sales orders, validations occur in the following scenarios:

• When selecting an item in the sales order line, validations are executed based on the inclusion and exclusion lines that have the Category field as Item.
• When selecting a lot on the Item Tracking Lines page for the sales order line, validations are executed based on the inclusion and exclusion lines that have the Category field as Grower, Certificate, and Global Attributes.

You can assign or select elements like items, growers, certificates, and global lot attributes under the following conditions:

1. The element must be configured as an inclusion on the associated profile. If there is no inclusion defined for the element, any value can be selected on the sales order.
2. The element must not be configured as an exclusion on the associated profile.

When unsuitable elements are selected in the sales order, the system will trigger a notification or an error, depending on your configuration on the Profile Setup page. For more information, see Profile Setup.

Scenario 1

On the Profile Setup page, if the Checks field is set to On Insert, the following conditions are applied:

Validation on Sales: Notification

When you select unsuitable elements in the sales order, a notification is displayed at the top, indicating that the selected values do not align with the sales order profile. Also, the system allows you to disregard this notification and proceed with working on the sales order.

For items, a notification is triggered immediately upon selecting an unsuitable item.

In the case of growers, certificates, and global lot attributes, a notification is triggered when attempting to assign a lot that is associated with unsuitable growers, certificates, and global lot attributes on the Item Tracking Lines page for the sales order line.

Validation on Sales: Error

When you select unsuitable elements in the sales order, an error will occur. To continue working with the sales order, you will need to rectify the issue by undoing the selection of the irrelevant element.

For items, an error is triggered immediately upon selecting an unsuitable item.

In the case of growers, certificates, and global lot attributes, an error is triggered when attempting to assign a lot that is associated with unsuitable growers, certificates, and global lot attributes on the Item Tracking Lines page for the sales order line.

Scenario 2

On the Profile Setup page, if the Checks field is set to On Release, the following conditions are applied:

Validation on Sales: Notification

When you select unsuitable elements in the sales order, the system does not trigger a notification. Instead, when you release the sales order that is assigned with unsuitable elements, a notification is displayed at the top, indicating that the selected values do not align with the sales order profile. Also, the system allows you to disregard this notification and release the sales order.

Validation on Sales: Error

When you select unsuitable elements in the sales order, the system does not trigger an error. Instead, when you release the sales order that is assigned with unsuitable elements, an error will occur. To release the sales order, you will need to rectify the issue by undoing the selection of the unsuitable element.

This works similarly when assigning or selecting the lot for the sales order lines.

The system does not trigger a notification or an error when an item is set as an inclusion while the global lot attribute associated with that item is set as an exclusion. In such a scenario, the system triggers a notification or error only when you attempt to assign a lot to that item.

Posting shipments

Validation for sales orders against profiles is executed when posting the sales order, sales shipment, warehouse shipment, and inventory pick, but only if the Checks field on the Profile Setup page is set to the On Release option. When a sales order contains multiple lines, and if any one of these lines is associated with unsuitable elements, the system prevents the posting of the shipment or inventory pick. You can access the error details on the Error Messages page, which assists you in identifying and addressing the issues.