Core extensions
Electronic Data Interchange (EDI)
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Finance utilities
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Forex contract
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Insights for D365 FO
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Item creation wizard
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License manager
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Smart Business Form Email Manager (Smart Send)
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Solutions for DocuSign and Dynamics 365
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  - Documents
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Document types - Validation profiles

Setup Validation profiles

Users can access the form by navigating to EDI > Setup > Document types.

Validation profiles are groups of business validation rules that can be applied to a trading partner. They provide the ability to set variable tolerances on various different aspects of the documents business process. Once a validation profile is created it can be configured by adding validation rules to it and defining the error tolerance of the rule.

Note: The validation profiles FastTab is only displayed from Document types that have valid validation options

Create new validation profile:

To create a new record, select the New button in the validation profiles FastTab.
Specify the Name and Description of the profile.
Select the Name hyperlink or the Setup button to update profile details.

Copy existing validation profile:

To create a new record by copying an existing record, select the applicable document type, select the existing record to copy and select the Copy button in the Validation profiles FastTab.
Specify the Name and Description of the profile.
Select Copy.
Select the Name hyperlink or the Setup button to update profile details.

Add validation rules to profile:

Select Add to add the validation rule.
Select the Validation rule.
Select the Error tolerance to specify the validation level. If a validation rule fails, this will be used to determine how it reacts. Options:
- Info - An Infolog is displayed with information only. If the validation rule fails a message will be written to the staging records log but the record will continue to process.
- Warning - An Infolog is displayed with a warning. If the validation rule fails a message will be written to the staging records log but the record will continue to process.
- Error - An Infolog is displayed with an error. If the validation rule fails, the EDI Document will not be processed, and the staging records will be set to error state.