What gets validated
- Customer resolution against your account list, including bill-to/ship-to.
- Line-item matching to your item master, including customer-specific part numbers.
- Price validation against contract and price-level data.
- Availability and stock checks before the order is committed.
- Configurable rules for units of measure, minimums, and revisions.
Mismatches become exceptions, not errors
When a line can't be matched cleanly, an unknown part, a price that doesn't agree, a non-stock item, it doesn't get guessed into your ERP. It routes to the exception queue with the source document beside it, so a CSR resolves it in seconds.
Validation questions
- Can validation rules be customized?
- Yes. From Growth up you can configure matching behavior and validation rules. Scale and Enterprise add fully custom rules and master-data lookups.