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Validation & Document Blocking

Overview

Dynapro Trade can require key master-data fields to be filled before a customer, vendor, or item can be unblocked, and can prevent posting or registering a sales document with an external document number already used by another document for the same customer. Administrators configure both; the effect is enforced automatically for all users.

Field & Table Validation

Require specific fields to be filled on Customer, Vendor, or Item records before they can be unblocked.

Setting Up the Checks

  1. Open Table Check Setup and add the tables to check (Customer, Vendor, or Item).
  2. For each table, use Select Fields to open Field Check Setup and choose which fields are required, looked up from the Field Lookup List.
  3. Turn on Enable Field Checking in setup (Inventory settings). See Setup & Enabling.

How It's Enforced

When field checking is enabled for a table, the app requires every configured field to have a value:

  • A new customer or vendor missing a required field is automatically blocked (Blocked = All) on creation.
  • Editing the record re-checks the required fields; the record stays blocked until they are all filled in.
  • Users cannot manually unblock a customer or vendor that is still missing required data.

Duplicate External Document Number Blocking

Prevent registering or posting a sales document that reuses an external document number already recorded for the same bill-to customer.

Setting Description
Block Duplicate External Document Nos. Turns the check on.
Only Block BackGround Tasks Limits the check to background or web-client sessions.
Blocking Applies-To When the check fires: Posting, Registration, or Registration and Posting.

When the check fires and finds a duplicate, the app blocks the action with an error naming the conflicting document.