You can modify the validation rule for a validation that
belongs to a payment processing domain by using the Validation Rule
Summary screen.
About this task
Note: The
fields marked with * are mandatory.
Procedure
- Navigate to the Validation
Details screen. To navigate to the Validation
Details screen, perform the following steps:
- Log in to Sterling Business Center as a system administrator or a system setup administrator.
- From the System Setup home page,
expand the Validation and Override Rules menu,
and then click Payment Processing.
The existing payment processing
validations if any, are displayed in the Validation - Payment
Processing screen.
- In the Validation list panel, click the Validation hyperlink from the validation
list to navigate to the corresponding Validation
Details screen.
The Validation Details screen
is displayed.
- In the Validation Details screen, click Validation Rules tab.
- In the Validation Rule List,
select the validation rule that you want to modify and then click Modify. Alternatively, you can click the Validation
Rule hyperlink.
The Validation Rule Summary screen
is displayed.
- Perform the following steps
to modify the primary information:
- From the Message Code menu, select the message
code for the validation rule.
Note: The data in the Message
Code is populated based on the document type that is selected
at the time of creating a validation rule.
- In the Message Description text box,
enter a brief description of the message code that is selected. The
maximum number of characters you can enter is 100 characters.
- Enter the Effective Start Date. Alternatively,
click the Calendar icon to select a start date
from the calendar. The date format that is displayed depends on your
locale.
- Enter the Effective End Date. Alternatively,
click the Calendar icon to select an end date
from the calendar. The date format that is displayed depends on your
locale.
- Perform
the following steps to modify the criteria:
- From the Channel menu, select the sales channel
for the validation rule.
- From the Lane Type menu, select the lane type for
the validation rule.
- From the Store Type menu, select the store type
for the validation rule.
- From the Region lookup widget, search for the region
of the validation rule.
Note: - The data in the Channel, Lane Type and the Store
Type is populated based on the document type that is selected
at the time of creating a validation rule.
- If you create the validation rule by using the pre-defined criteria,
you can switch to custom criteria by clicking Switch to Custom Attributes.
Similarly, if you create the validation rule by using the custom criteria,
you can switch to predefined criteria by clicking Switch to Default Attribute(s).
- In the New Validation Rule screen,
complete the following steps to switch to custom attributes:
- Click Switch to Custom Attributes.
- To add a custom
condition, complete the following steps:
- Click the Add a Condition link.
- In the row that is added, click the Search icon
next to the <entity attributes for condition> field
to select an entity attribute.
- A dialog box that contains the available entity attributes in
a tree hierarchy is displayed. Select an entity attribute.
- Based on the entity attribute that is selected
from the dialog box, corresponding query types are displayed in the
dynamic panel. For example, if you select Payment Type from
the tree hierarchy, a query type that enables the selection of the
corresponding attribute value is displayed.
Note: The
query type that is populated dynamically depends on the entity attribute,
which is selected at the tree hierarchy. For example, if you select Payment
Type entity attribute from the tree hierarchy, query type
is always defaulted “is”. Similarly, if you select the Offline Total entity attribute
from the tree hierarchy, the query types available are “less than
or equals”, “less than”, “greater than or equals”, “greater than”,
and “equals”.
- You can establish an “and” or “or” relationship
between the conditions in a rule. Perform the following steps to establish
a relationship between conditions in a rule:
- From the <Operator> list in the dynamic
panel, select AND to establish an
“and” relationship between the conditions in a rule. If all the selected
conditions are evaluated as True, the result would be True. If any
of the selected conditions are evaluated as False, the result would
be False.
- From the <Operator> list in the dynamic
panel, select OR to establish an “or”
relationship between the conditions in a rule. If any of the selected
conditions are evaluated as True, the result would be True. If all
the selected conditions are evaluated as False, the result would be
False.
- To negate a condition, select the condition
and click Not.
The entity attribute in the condition is negated.
Note: - You can select only one condition in a rule at a time.
- You cannot select multiple operators between the conditions in
a group. For example, if you create three conditions, A, B, and C,
you can either establish an “and” relationship or an “or” relationship
between the conditions.
Additionally, you can complete the following steps to group,
ungroup, modify the sequence of conditions, and remove a condition
from a validation rule.
To
group conditions:
- Press the Ctrl key and select the conditions that you want to
group. Ensure that all the conditions that are selected for grouping
are selected completely and are consecutive. However, you cannot group
a condition with an existing group.
To ungroup
conditions:
- Press the Ctrl key and select the group of conditions that you
want to ungroup.
- Click Un Group.
To modify the sequence of conditions:- Select the condition that you want to move up or down by clicking
it.
- Click either the Move up or Move Down.
Note: When you
modify the sequence of conditions, the operators that you assign to
the conditions also move along with the conditions. In such a scenario,
the relationship between the conditions can change based on the operators
assigned to the conditions.
To remove
a condition:
- Click Save.