Specifying validation rules
To specify field validation rules:
Navigate to the
Extraction service that corresponds to the
level you want to adjust.
Note that you cannot adjust the validation rules on the buyer level.
- Click EDIT and click the document type that you want to edit. The document type view appears.
Rules tab, enable the
that you want to use by selecting the checkbox on the
WORKFLOW column. These columns determine whether rules are performed during
workflow or both.
Validation rules cannot be overridden while in a workflow step. If you receive a validation error while processing a document in a workflow, you must correct the error to proceed.
- Adjust the settings of each enabled rule according to the descriptions later in this topic.
OK to return to the previous view, and click
SAVE to save your changes.
After you save the settings, the changes are immediately available during verification and approval.