Validation

What Is Validation Functionality and How to Enable It for Users

Validations ensure proper data values and general accounting standards exist within the application. For example, a Validation might check to see if an account is zero before making the decision to run the Consolidation Process. Or, that a group of accounts should equal another account before allowing data to be saved to the application. Validations also ensure proper adherence before executing the Consolidation Process.

Validation functionality opens you to create Validations that should be successfully passed before subsequent actions can be performed. You can create your own Validation methodology for helping to manage your Consolidation Process. Validations can be applied to certain aspects of the Consolidation Process to ensure proper usage of the system and adherence to corporate or accounting standards.

Validations can be made executable by end users at different levels within the hierarchy (including interim rollup levels) to ensure accurate results. In addition, Validations should be executed prior to a Consolidation Process to ensure that accurate results are being consolidated.

To access Validation functionality:

1. Enable security by navigating to the Consolidation Control Panel.

2. Click the Security option located in the Administration area of the control panel.

3. Select a user and check the checkbox next to the Validations process.

4. Click Save to complete the setup.

How to set up Validations:

1. Once Validation security is enabled , the Validations process appears in the Processes pane.

2. Click the Validations process to open the Validations pane.

3. Here, you can add, edit, delete, filter and copy validations.