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Administrator Guide
Last Updated: 2023-06-23
Create Validation Stages for Enrichment

Create Validation Stages for Enrichment

You've created an accounting source with user and error tables.
You can create validation stages and include rules in your enrichment data in Prism. You can then include transactions identified by these validation rules in an error dataset to prevent them from progressing to detailed accounting.
  1. Access the
    View Accounting Source Stages
    report.
  2. Select an accounting source for which you want to create validation stages.
  3. From the related actions menu of the User dataset for which you want to create the validation rules, select
    Dataset
    Edit
    .
    Workday recommends you create a new dataset containing your validation stages between the System Filter {_UnprocessedForBatch} and the User dataset {_UserConfiguration}. Workday also recommends to add the validation stage on the last Enrichment stage.
  4. Click
    Add Stage
    .
  5. Select the Validation stage.
  6. As you complete the Validation stage, consider:
    Option
    Description
    Rules
    To add Validation rules, click the plus sign. To identify the validation, specify:
    • Validation Code
    • Validation Message
    • Exception Conditions: Enter a validation expression to exclude rows that match the invalid condition. Example: To exclude rows that have no cost center worktag, enter [Cost_Center] IS NULL.
    To add multiple rules, repeat the process. Breaking up rules will make it easier to troubleshoot errors.
    Grouping Field
    Use only when expanding 1 record per transaction into many records per transaction in Enrichment. Workday uses the field to group rows together by value. If a row generates an exception, all other rows in that group will also generate an exception.
    If you use Grouping Field, you must map the field you select for Grouping Field under Field mapping.
    Exceptions Threshold
    Workday automatically populates the amount. We recommend that you don't change the amount.
    If errors exceed the threshold, Workday will stop processing the transactions.
    Table for Exceptions
    Select the error table in your accounting source to which you want to send the invalid transactions.
    Enter the correct error table, otherwise all subsequent validations will fail. It should be same as the error table for the stage that is displayed in the
    Error Datsets
     column on the
    View Accounting Source Stages
    report.
    Field Mapping
    Is only displayed when you select the Exception table.
    • Validation Code and Message
      : Map your user dataset validation code and message to your validation code and message in your error dataset.
    • Dataset Fields
      : Depending on your configuration, you can map as many dataset fields as you want. You
      must
       map these 5 user dataset fields to your error dataset fields:
      • WPA_Load ID
         to
        load_ identifier
        .
      • WPA_RowID
        to
        row_ identifier
        .
      • AC_Transaction_ID
         to
        AC_Transaction_ID
        .
      • AC_Batch
         to
        AC_Batch
        .
      • AC_Batch_Run
         to
        AC_Batch_Run
        .
        Workday recommends that you use the custom fields to retrieve key information to help troubleshoot errors.
  7. Click
    Done
     and then
    Save
    .
Create an accounting source.