Validation rules for purchase orders

The Order Document Definition includes the following preconfigured validation rules. You can disable any of these rules in the settings of the Order Document Definition, or create your own validation rules.

General validation rules

Total

Rule	Description
Separate currency from amount in Total field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.
Amount check	Adds up the line item prices and additional costs and compares the result against the number in the Total field.

LineItems

Rule	Description
Check item amount	Checks that the amount in each line item equals the quantity multiplied by the price minus the discount.
Separate currency from amount in LI_UnitPrice field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.
Separate currency from amount in LI_TotalPriceNetto field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.
Separate currency from amount in LI_TotalPriceBrutto field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.
Quantity is required	Makes sure that the quantity of goods has been detected.
Hide currency if total empty	Removes the value from the Currency field if no Total field has been detected.
Check LineItems currency value	Checks the value in the Currency field.

ArticleNumberBU

Rule	Description
Article Number must be found in database	Indicates whether only the article number or both the article number and the business unit must be present in the database.
Article Number and BU must be found in database	Indicates whether only the article number or both the article number and the business unit must be present in the database.

Issuer

Rule	Description
Buyer must be found in database	Indicates whether buyer details must be present in the database or added to the database.
Buyer details must be added to database	Indicates whether buyer details must be present in the database or added to the database.

DeliveryDate

Rule	Description
Delivery date must be later than order date	Checks that the detected delivery date is later than the detected order date.

Currency

Rule	Description
Set currency to CAD or USD	Sets the currency depending on the country of the business unit (CAD for Canada and USD for the USA).
Detect national currency	Determines the currency based on the country of the business unit.
Copy currency from LineItems	Copies the currency from LineItems (if available).
Check currency value	Checks the value of the Currency field if the Total is not empty.

BU

Rule	Description
Information about business unit must be added to database	Indicates whether business unit details must be present in the database or added to the database.
Business unit must be found in database	Indicates whether business unit details must be present in the database or added to the database.

Enable the tax rules

The tax rules are identical to those used in invoice projects but are disabled by default. To enable them, turn on the Taxes option:

Open Document Definition Properties

In the Document Definition Editor, click Document Definition → Document Definition Properties….

Open Additional Fields and Features

In the dialog box that opens, click the Document Definition Settings tab and then click the Edit… button in the Additional Fields and Features group.

Tax validation rules for the Order Document Definition

All tax rules apply to the Amounts field group.

Rule	Description
Check Total field if total tax amount is optional	Checks that the sum of all the pre-tax amounts (NetAmount0, NetAmount1, and NetAmount2), tax amounts (TaxAmount1 and TaxAmount2), and additional costs (AdditionalCosts) equals the amount indicated in the Total field. This rule can only be used for German purchase orders.
Check Total field if total tax amount is required	Checks that the sum of all the pre-tax amounts (NetAmount0, NetAmount1 and NetAmount2), tax amount (TotalTaxAmount), and additional costs (AdditionalCosts) equals the amount indicated in the Total field. This rule can only be used for non-German purchase orders.

TotalTaxAmount

Rule	Description
Check Total Tax field	The following check is performed: `TotalTaxAmount = TaxAmount1 + TaxAmount2 + Additional Tax Groups / TaxAmount`. This rule can only be used for non-UK purchase orders.
Total Tax is a required field	Checks that the `Amounts\TotalTaxAmount` field is filled in. This rule can only be used for non-German purchase orders.
Separate currency from amount in TotalTaxAmount field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.
Complete Total Tax field if only one tax rate is found	Automatically completes the `Amounts\TotalTaxAmount` field for documents that contain only one tax rate.
Complete Total Tax field if it is optional	Automatically completes the `Amounts\TotalTaxAmount` field for countries where this field is optional. This rule can only be used for German purchase orders.

TotalNetAmount

Rule	Description
Verify net total against order items	Adds up the values in the TotalPriceNetto column in the LineItems table and checks the result against the amount in TotalNetAmount.
Separate currency from amount in TotalNetAmount field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.
Check Net Total field	The following check is performed: `TotalNetAmount = NetAmount0 + NetAmount1 + NetAmount2`. If the TotalNetAmount field is empty, this rule completes this field with the calculated amount.

Additional Tax Groups

Field	Rule	Description
TaxRate, TaxAmount	If tax rate is detected, pre-tax amount is required	Checks that each detected tax rate has a corresponding non-empty NetAmount field.
TaxRate	Complete Tax Rate field if it is empty	Calculates the amount for the TaxRate field and completes this field if no tax rate has been found on the image but other tax fields have been found.
TaxRate	Tax Rate field must not be empty	Checks that each detected net amount or tax amount has a corresponding non-empty TaxRate field.
TaxAmount	Check Tax field	The following check is performed: `TaxAmount = NetAmount * (TaxRate/100)`.
TaxAmount, NetAmount	Separate currency from amount in TaxAmount field	Separates the currency symbol from the amount if OCR fails to differentiate it from the digits.

When using an external database, the country of a document is the country of the vendor’s business unit. If no external database is used, the country is determined by an automatic country detector.

​General validation rules

​Total

​LineItems

​ArticleNumberBU

​Issuer

​DeliveryDate

​Currency

​BU

​Enable the tax rules

​Tax validation rules for the Order Document Definition

​TotalTaxAmount

​TotalNetAmount

​Additional Tax Groups

General validation rules

Total

LineItems

ArticleNumberBU

Issuer

DeliveryDate

Currency

BU

Enable the tax rules

Tax validation rules for the Order Document Definition

TotalTaxAmount

TotalNetAmount

Additional Tax Groups