Transaction Validation Definitions

This is where the validations for Central Park are set up. Selecting Setup>Transaction Validation>Definitions navigates to the Transaction Validation Definitions screen.

This validation uses Visual Basic code. For help on how to use this validation, select the Help link. This will will open up a help window.

The validation can be tested by selecting Validate, or Validate and Save, which will test the validation, as well as add or edit it and direct the user back to the definitions screen. Selecting Save will add or edit the validation.

Duplicate Validation

Select Add Duplicate Validation to add a new validation. Select the edit button ( ) to edit it.

The field which are included in the validation are selected with the checkbox (). The amount of days which within there can't be any duplicates is also indicated. Selecting Save will add or edit the validation. Lookup Validation

Select Add Lookup Validation to add a new validation. Select the edit button () to edit it.

Lookups need to be set up first (discussed later), and are then used for this validation definition. The name and description is added and Lookup chosen. This validation will look at the values/queries defined in the Lookup and compare them to a specific field. The validation is confirmed or denied according to the value of that field.

Amount Validation

Select Add Amount Validation to add a new validation. Select the edit button ( ) to edit it.

This validation is in regards to the amount of the transaction. A range can be set, or a minimum or maximum value. Leaving the left textbox empty will make the right one a maximum, and having the right textbox empty will make the left one a minimum. The transaction Filter can be given default values here by selecting the expansion (CentralPark3.8.2-ProcessLogExp.jpg" />) button. Selecting Save will add or edit the validation.

Web Service Validation

Select Add Web Service Validation to add a new validation. Select the edit button () to edit it.

A URI needs to be saved to the Windows Web Service folder, and when selecting Load Methods one must be chosen. Selecting Configure Parameters will enable the user to do configure the parameters as needed for the validation. Selecting Save will add or edit the validation.

Lookups

Selecting Setup>Transaction Validation>Lookups navigates to the Lookups screen.

A lookup is added by selecting Add, or edited by selecting the name of that lookup.

The name and description is entered. A value can be added to which will be looked up with a specific field name in the Lookup Validation. Enter the value into the space provided, and select Add.

A value can be deleted by selecting the delete () button. A prompt will appear to confirm the action.

Values can also be queried by selecting the Query Entries tab.

These entries will now come from a query on the database specified. Selecting Save will add or edit the Lookup. To delete a Lookup, select the delete () button.

Manual Transaction Validation Mappings

Selecting Setup>Transaction Validation>Manual Transaction Validation Mappings navigates to the Manual Transaction Validation Mappings screen.

Transactions that are manually captured also need to be validated. Here, the user selects which validations to apply to which accounts when manual transactions are captured by using the checkboxes (

). Selecting Save will add the Manual Transaction Validations.