Specifying an invoice-related validation table

Note that this information applies to validation of fields on invoices (more information). Validation settings are also available for document specifications (more information).

Here is one way of using a table to validate field values on invoices:

1. Using the Invoice Manager module, open the invoice profile, make sure it is inactive, and then open the field profile.

2. In the Field profile dialog, click Table validation.

3. In Table type, select which kind of table you want to use for field validation:

   • INVOICES table. (You must first create the table.) This "INVOICES" needs to be fixed in the GUI, too.

   • Textfile. Click for specifications.

   • ODBC connection. Click for specifications. Fill in Data source, as well.

4. Specify which validation table to use:

   • If you are using an invoice-related table, select a table name in the Table name box.

   • If you are using a text file, type a file name in the Table file box, or browse to the file.

   • If you are using an ODBC connection, type the name of the ODBC database in the Data source edit box.

5. Optional: Select Active validation. (If no table is specified as above, then active validation is not used, even if you select it. However, the table specified in steps 2 and 3 is used even if you do not select Active validation.)

6. Save the field profile.

Related topic

Validating field values using a connection table: Overview

Field profiles for invoices: Overview