Business Policies & Validations

Business Policies & Validations in Perfecto ERP Solutions serve as essential tools for ensuring data accuracy and compliance. By defining rules and validations, organizations can enforce data integrity, prevent errors, and maintain consistency across the system. Perfecto ERP Solutions empowers users to customize these policies to align with their specific business logic and regulatory requirements.

Importance:

1. Data Accuracy: Business policies and validations help ensure the accuracy of data entered into the system, reducing the risk of errors and inconsistencies.
2. Compliance: By enforcing rules and validations, organizations can maintain compliance with regulatory standards and industry requirements.
3. Error Prevention: Customized policies prevent erroneous data entry, reducing the likelihood of errors and enhancing data quality.
4. Consistency: Cross-module validations ensure consistency across different areas of the ERP system, promoting uniformity and reliability in data processing.

Objectives:

1. Data Integrity: Define rules to enforce data integrity and prevent inaccuracies or discrepancies in the system.
2. Compliance Adherence: Customize validations to align with regulatory standards and industry-specific requirements, ensuring compliance.
3. Error Reduction: Implement real-time validations to identify and rectify errors promptly, minimizing the impact on business operations.
4. Customization Flexibility: Empower users to customize validation logic according to their unique business processes and workflows, enhancing system flexibility and adaptability.

Basic Validations

You can perform basic validations , whether to apply Required Field or Unique Value , those basic validations can be performed through Metadata => Member Customization , to know more check Metadata Customization

Advanced Polices and Validations

Navigation Menu >> Customization Studio >> Metadata >> New/Existing Metadata >> Validation Rules >> 📄 New

Validation Rule Structure

Field	Description
Rule Name	Unique name to identify the validation rule
Validation Result	Error : Displaye an error message and disallow records saving. Warning : Display a warning message and permits saving records if the user chooses to skip the notification message. Information : Display an information message indicating that records can be saved, and no further action is required from the user.
Skip Null Or Empty Values	Specifies whether the Validation Rules Engine will skip null values and refrain from checking them, or include them according to the provided criteria.
Invert Result	Invert the intended logic of the provided criteria, meaning the criteria will be reversed.
Context IDs	Specifies the Contexts for checking the current Validation Rule. Available Contexts : Save => Validation Rule Should Be Checked upon records saving Delete => Validation Rule Should Be Checked upon records deleting Custom => Please provide a custom name based on the actions/workflows to be performed, ensuring it matches exactly with the indicated name in 'Actions'-'Validation Context'. click here to learn about actions and workflows
Used Properties	Specify the properties/fields to be highlighted when the validation criteria occur. Provide a comma-separated list of fields to highlight more than one field.
Custom Message Template	Please provide a meaningful message to be displayed when the validation criteria occur.
Criteria	The criteria used by the validation rule engine to validate the records of the object type. Use case Example : Criteria => Purchase Orders must have line description. Click here to Learn about Criteria
Target Criteria	Records of the object type must meet the specified target criteria for the validation rule to be executed. The Validation Rules Engine will skip records that do not meet this criteria. Use Case Example : Refering to above use case in the criteria description. Target Criteria => Apply this criteria validation only for foregin suppliers Click here to Learn about Criteria