Cross-Validation Rules Sourcing

Overview

Sourcing allows Cross-Validation Rules to apply to custom transaction fields within each company's unique NetSuite environment. Sourced fields can be used for Cross-Validation Rule Filters or Requirements.

Step by Step Process

Users can configure Cross-Validation Rule sourcing under Netgain > Cross-Validation Rules > Sourcing. Cross-Validation Rules will come with pre-built sourcing for certain fields like Department, Class, and Location. Sourcing requires three values: Name, Transaction Field, and Source.

Field
Description
Example
NameThe name that the user wants to give this sourcing record that will show up on Cross-Validation Rule dropdowns. It is generally helpful to use the same name as the transaction field. Station
Transaction FieldThis is the field on your transactions for the field you are setting up sourcing for. Station (Line)
SourceThis is the list/record that you want to be the source of options to select for this transaction field on Cross-Validation Rules. Station

In the example above, we have a custom transaction line field called Station that we use to categorize our transactions. The transaction field where users fill out a station on a Vendor Bill or Journal Entry is called "Station (Line)". The list of values that users can select when filling out "Station (Line)" is a custom list in our NetSuite environment called "Station." Based on this setup, when a user is setting up a Cross-Validation rule under Field for a Filter or Requirement, they will now see Station as an option. When Station is selected as the Field the options to select in the Value for the Filter or Requirement will be populated by the custom list Station. 



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