Creating a Validation 

1. In Customizing for Special Purpose Ledger, choose activity ® Logical Rules for Validation and Substitution. For more information about creating logical rules, see the Implementation Guide (IMG) under Tools ® Maintain Validation/Substitution/Rules ® Logical Rules for Validation and Substitution.

1. Choose Validation ® Create.

The Create Validation: New validation (Header data) appears.

2. Enter the following data:

– Validation name

– Validation description

You can also enter an authorization group to limit the number of users that can process this validation.

To accept these entries, press Enter.

If you want to create a validation by copying an already existing one, choose the corresponding callup point in Control and mark the rule you want to use as a reference. Wait until both screen areas of the system are ready for entry, and then choose Validation ® Copy. Enter data as described in Step 3 above.

The validation must have the same Boolean class as the validation you are creating.

 



If you are creating a matrix validation, allowing you to validate data for an entire document, you use callup point code 0003 in Financial Accounting (FI), Legal Consolidation (FI-LC), and Consolidation (EC-CS).

The following table shows example entries for the application area/callup point combinations.

Application area	Callup point	Description
CO	0001	Document line item
GL	0001 0002	Document header Document line item
FI	0001 0002 0003	Document header Document line item Total document

3. Choose Save.

The Create Validation: <Validation Name> (Header data) screen appears.

4. You can use the following additional functions on this screen.

Additional Processing Functions Create Validation: <Validation Name> (Header data) Screen

Choose	Function
Validation ® Create	Create a validation
Validation ® Select	Select a validation. The system expands the corresponding node down to the selected validation automatically. A confirmation prompt gives you the opportunity to change your selection.
Validation ® Copy	The system creates a new validation by copying the validation currently marked.
Validation ® Change	Switch to change mode
Validation ® Display	Switch to display mode
Validation ® Save	Save the validation
Edit ® Insert step	Insert new step (empty). If steps already exist, the new step is inserted as the last step.
Extras ® Flds in Bool.statmnt	Display a list of valid fields that you can use for the validation. These fields are determined based on the Boolean class of the validation.
Extras ® Substitution flds...	Display a list of valid fields that can be changed within a substitution
Extras ® Rule list	Display a list of rules that you can use for the newly created validation
Extras ® Set directory	List sets that have been created in your system. For more information, see Displaying a Set Directory.
Extras ® Switch on trace	Switch on the tracing function. While posting a document, the system calls the validation and shows you which data is used. This function allows you to diagnose possible errors in the validation definition. For further information, see Tracing a Validation/Substitution/Rule.
Extras ® Switch off trace	Switch off the tracing function
Extras ® Usage	Display where the validation is currently used.
Environment ® Maintain rules	Create/change/display rules. Select the node containing the rule list.
Environment ® Create rule	Create a rule
Environment ® Select rule	Select a rule
Environment ® Maintain messages	Create/change/display/delete messages and message classes.

 

5. To create a new step for your validation, choose Edit ® Step or choose the corresponding function from the application tool bar. The Create Validation: <validation name> - Step <step number> - Overview appears.

Edit ® Insert step	Insert a new step directly before the step currently being processed
Edit ® Copy step	Insert a new step with the content of the step currently being processed
Edit ® Delete step	Delete a step
Goto ® Header	Return to validation header data

7. To process an existing validation step, mark the step <no.> node in Control. You will then see an overview of the prerequisites, checks and messages created for this step. ). If required, enter a description for the validation step. To edit any of these elements, either double-click in the corresponding area or navigate in Control by choosing the required node.
8. Define the Boolean statement used as the prerequisite statement for selecting data for validation.

If the prerequisite statement is false, the entered value is not selected for validation and the transaction continues. If the prerequisite statement is true, the entered value is checked against the check statement entered in the Check field.

The Formula Builder provides an easy-to-use interface for entering logical statements in validations, substitutions, and rules. For more information, see Formula Builder.

9. Define the Boolean statement used as the check for validating the data selected by the statement in the Prerequisite field.

If the check statement is true, the entered value is valid and the transaction continues. If the check statement is false, the system sends a message to the user.

The Formula Builder provides an easy-to-use interface for entering logical statements in validations, substitutions, and rules. For more information, see Formula Builder.

For more information about the syntax rules for entering Boolean statements, see Syntax Rules for Boolean Statements.



You can also enter a user exit (type 1 or 3) in the prerequisite and/or check statement. For further information about user exits, see User Exits in Validations/Substitutions/Rules.

10. In the Create Validation: <validation name> - Step <step no.> - Message, enter the following data:

11. During processing of a validation the steps are numbered sequentially by the system automatically. Move steps as follows: Mark the node of the step you wish to move. You can then move the step to the node of a different step. The selected step is inserted after the target step (Drag and Drop method). This only possible within a validation.
12. Once you have finished processing the validation, choose Validation ® Save.