Batch validation helps your data remain consistent and error-free.
Validation occurs at different times during data entry. When you enter batches manually in Batch entry, the program flags simple errors as you enter data and more complex errors once you save the batch. To initiate validation at any point during data entry, click Validate on the toolbar of the data entry screen. When committing a batch, on the Commit parameters screen, you can also select Validate batch before committing.
The list below includes examples of validation errors and their solutions:
Missing required fields
For missing required fields, ensure the field is populated. In other cases, you may need to deselect the field as required when customizing fields for the batch. For more information, see Customize the Fields in a Batch.
Incorrectly formatted fields
When incorrectly formatted fields exist, a red X appears in your batch data entry row. A common formatting error is an incorrect email address.
Duplicate constituents
Ensure duplicate constituents do not exist in your database. For more information, see Resolve Duplicate Constituents in a Batch.
Account or account segment errors
Ensure the GL mapping is up-to-date or the segment is defined. For more information, see Define Transaction Mappings or Define Segment Mappings.