Sales Order Validation
Sales orders can be validated (manualy or automatically on release), to ensure that they can be handled without errors later in the process, when a consignment will be created and sent to Logtrade. The purpose is to correct errors as early in the process as possible.
When validating a sales order, a temporary consignment is created and sent to Logtrade. Any errors are returned back to the user and the Delivery Validation Status field on the sales order is updated.
Settings
Click here to learn more about the settings for validation of delivery data on sales orders.
Workflow
Manual validation
Select Actions->Delivery->Validate Transport on a sales order. This will create a temporary consignment in the background that will be sent Logtrade for validation. The consignment will neither be saved in Business Central or in Logtrade.
If validation is successful the user will be notified about that. If there are any validation errors the user will be prompted with those.
Note
To be able to validate the sales order, the consignment must be possible to create based on the data on the sales order and/or other setup such as Default Package Type on shipping agent service code. There are also fields for package type, goods type etc. directly on the sales order, that can be used used both when validating the order and when creating a consignment.
Note
The validation is only performed based on rules in Logtrade. The validation does NOT do any API-calls to carriers for additional validations (as when preparing a real consignment). This means that there's a chance that later validation of a consignment created based on the sales order might fail due to validation rules applied by the carrier.
Automatic validation
Automatic validation is triggered by the release of the sales order, if an applicable sales order validation rule can be found.
If there are any validation errors the user will be prompted with those and the sales order will not be released. A successful validation will be "silent" and the sales order will be released.
Validation result
The result of a validation can be found on the delivery FastTab on the sales order.
The sales order list also shows validation status.
Tip
Sales order validation is a powerful tool when creating high volume workflows (e.g. sales order import from web shops). Orders that pass validation can be released for pick and ship, whereas orders with failed validations will need to be picked up by back office for manual review before release.
In these scenarios it is often common to disable linked source documents in the delivery setup to prevent multiple sales orders, designated to the same delivery address, from being linked together on one single consignment.
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