Genpact Deductions Recovery Knowledge Center

Support

Validation Configuration

Last Modified on 07/21/2026 7:13 am EDT

V1.0

Overview

In Genpact Deductions Recovery, a case is considered valid or invalid or partially valid for deductions based on some pre-defined rules. The system offers a four-way matching process using YAML rules to validate the deduction case line-items as valid or invalid or partially valid.

The document-validation-type.yaml file defines the respective fields from the header, line-level, POD and the backup data, which are considered for validation. 

Starting from V1.0, the validation rules support additional fields from the source files per business requirements. Packing list data can also be added to the validation rules per business request. However, it is not included in the default validation rules.

The validation supports data normalization to correctly convert and compare units of measure (UOM), and logic to handle cases that require human intervention.

The system-validation-ruleset.yaml file configures the rules for validation of the extracted header, line-item POD and backup data. Based on fulfillment of these pre-defined rules the deduction case is marked as Valid, Invalid or Partially valid and processed accordingly.

The caseform-validation-statuses.yaml file defines the available validation status for a case in the portal and the system.
The caseform-invalid-reasons.yaml file configures the deduction invalid reasons that can be chosen and will appear in the case details in the portal.

Sample YAML settings

caseform-validation-statuses.yaml
kind: document
metadata:
  name: deduction/v1/documents/caseform-validation-statuses
spec:  
    values:
      - "valid"
      - "invalid"
      - "partial"
      - "empty"


Parameter Description
values The values for the validation status.
  • Valid
  • Invalid
  • Partial
  • Empty


caseform-invalid-reasons.yaml
kind: document
metadata:
  name: deduction/v1/documents/caseform-invalid-reasons
spec:  
    values:
        - "POD does not support shortages"
        - "POD support partial shortages"
        - "Deducted SKU is not invoiced"
        - "Customer deducted at higher price"
        - "UOM issue"


Parameter Description
values The reasons for an invalid status.


document-validation-types.yaml
kind: document
metadata:
  name: deduction/v1/documents/document-validation-types
spec:

  # --------------------------
  # HEADER
  # --------------------------
  - name: "Header"
    fields:
      - fieldName: PoNumber
        type: "System.String"
        defaultNull:
      - fieldName: InvoiceNumber
        type: "System.String"
        defaultNull:
      - fieldName: RptReasonCode
        type: "System.String"
        defaultNull:
      - fieldName: RptDeductionStatus
        type: "System.String"
        defaultNull:
      - fieldName: RptCustomerId
        type: "System.String"
        defaultNull:
      - fieldName: RptCustomerName
        type: "System.String"
        defaultNull:
      - fieldName: RptAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvInvoiceBillQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvPoNumber
        type: "System.String"
        defaultNull:
      - fieldName: BolNumber
        type: "System.String"
        defaultNull:
      - fieldName: InvCarrier
        type: "System.String"
        defaultNull:
      - fieldName: InvCarrierReferenceNumber
        type: "System.String"
        defaultNull:
      - fieldName: VldTotalValidAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: VldTotalInvalidAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: VldValidationStatus
        type: "System.String"
        defaultNull:
      - fieldName: BckDeductedQuantity
        type: "System.Decimal"
        defaultNull: 0

  # --------------------------
  # POD
  # --------------------------
  - name: "POD"
    fields:
      - fieldName: DocumentProvider
        type: "System.String"
        defaultNull:
      - fieldName: IsCustomerSigned
        type: "System.Boolean"
        defaultNull: false
      - fieldName: CustomerSignatureText
        type: "System.String"
        defaultNull:
      - fieldName: IsCarrierSigned
        type: "System.Boolean"
        defaultNull: false
      - fieldName: CarrierSignatureText
        type: "System.String"
        defaultNull:
      - fieldName: IsSubjectToCount
        type: "System.Boolean"
        defaultNull: false
      - fieldName: FreightChargeTerms
        type: "System.String"
        defaultNull:
      - fieldName: TotalPackagesQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: TotalLbsQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BolNumberList
        type: "System.String"
        defaultNull:
      - fieldName: PodIsHandwrittenSource
        type: "System.Boolean"
        defaultNull: false
      - fieldName: RelatedBols
        type: "System.String"
        defaultNull:
      - fieldName: PodTotalShortage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PodTotalDamage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PodTotalOverage
        type: "System.Decimal"
        defaultNull: 0

  # --------------------------
  # PURCHASE ORDER
  # --------------------------
  - name: "PurchaseOrder"
    fields:
      - fieldName: PoNumber
        type: "System.String"
        defaultNull:
      - fieldName: BolNumberList
        type: "System.String"
        defaultNull:
      - fieldName: TotalPackagesQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: TotalLbsQuantity
        type: "System.Decimal"
        defaultNull: 0

  # --------------------------
  # LINES
  # --------------------------
  - name: "Lines"
    fields:
      - fieldName: BckPoNumber
        type: "System.String"
        defaultNull:
      - fieldName: InvoiceNumber
        type: "System.String"
        defaultNull:
      - fieldName: BckSKU
        type: "System.String"
        defaultNull:
      - fieldName: BckDescription
        type: "System.String"
        defaultNull:
      - fieldName: BckCustomerSku
        type: "System.String"
        defaultNull:
      - fieldName: BckDeductedPricePerQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckInvoicedQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckDeductedLineAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckDeductedQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckGrossPricePerQuantityAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckNetPricePerQuantityAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckGrossPriceAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BckAppNumbers
        type: "System.String"
        defaultNull:
      - fieldName: InvBilledQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvGrossPriceAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvNetPriceAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvGrossPricePerQuantityAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvNetPricePerQuantityAmount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvItemDescription
        type: "System.String"
        defaultNull:
      - fieldName: InvInvoiceQtyEach
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvDenominator
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvUom
        type: "System.String"
        defaultNull:
      - fieldName: InvCustomerSKU
        type: "System.String"
        defaultNull:
      - fieldName: invBol
        type: "System.String"
        defaultNull:
      - fieldName: PodTotalShortage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PodTotalDamage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PodTotalOverage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PckPoNumber
        type: "System.String"
        defaultNull:
      - fieldName: PckSku
        type: "System.String"
        defaultNull:
      - fieldName: PckPackedQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PckShipUom
        type: "System.String"
        defaultNull:
      - fieldName: PckShipmentNumber
        type: "System.String"
        defaultNull:
      - fieldName: PckExpiryDate
        type: "System.String"
        defaultNull:
      - fieldName: PckEachPerUom
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PckCarrierRefNumber
        type: "System.String"
        defaultNull:


Parameter Description
name The name of the type of data, header, line-item, POD, or backup.
fields The fields to be considered for validation.
fieldNameName of the field.
typeType of the field data.
defaultNullDefault value of the field.


system-validation-ruleset.yaml
kind: ruleset
metadata:
  name: deduction/v1/ruleset/system-validation-ruleset

spec:
  nodes:

    ############################################################################
    # PHASE 1: general-line-validation
    # Applies to every LINE first. Since engine returns first match per line,
    # these hard validation failures must stay first in order.
    ############################################################################
    - name: phase-1-general-line-validation
      if: '1==1'
      nodes:
        ########################################################################
        # G1 - PO consistency
        ########################################################################
      #  - name: g1-po-consistency
      #    if: '
      #      it.Line["InvPONumber"] != it.Line["BckPoNumber"]
      #      or it.Line["BckPoNumber"] != it.PurchaseOrder["PoNumber"]'
      #    then:
      #      validationStatus: "Invalid"
      #      invalidReason: "PO number mismatch"
      #      invalidQuantity: ':it.Line["BckDeductedQuantity"]'
      #      invalidAmount: ':Convert.ToDecimal(it.Line["BckDeductedQuantity"]) * Convert.ToDecimal(it.Line["BckDeductedPricePerQuantity"])'
      #      validQuantity: 0
      #      validAmount: 0
#
      #  ########################################################################
      #  # G2 - Invoice number consistency
      #  ########################################################################
      #  - name: g2-invoice-number-consistency
      #    if: 'it.Header["InvoiceNumber"] != it.Line["InvoiceNumber"]'
      #    then:
      #      validationStatus: "Invalid"
      #      invalidReason: "Invoice number mismatch"
      #      invalidQuantity: ':it.Line["BckDeductedQuantity"]'
      #      invalidAmount: ':Convert.ToDecimal(it.Line["BckDeductedQuantity"]) * Convert.ToDecimal(it.Line["BckDeductedPricePerQuantity"])'
      #      validQuantity: 0
      #      validAmount: 0
#
      #  ########################################################################
      #  # G3 - BOL consistency
      #  ########################################################################
      #  - name: g3-bol-consistency
      #    if: '
      #      (it.Line["invBol"] != null and it.Line["invBol"].ToString().Trim() != "")
      #      and
      #      (it.POD["BolNumberList"] != null)
      #      and
      #      not it.POD["BolNumberList"].ToString().Trim().ToLower()
      #        .Contains(it.Line["invBol"].ToString().Trim().ToLower())'
      #    then:
      #      validationStatus: "Invalid"
      #      invalidReason: "BOL mismatch"
      #      invalidQuantity: ':it.Line["BckDeductedQuantity"]'
      #      invalidAmount: ':Convert.ToDecimal(it.Line["BckDeductedQuantity"]) * Convert.ToDecimal(it.Line["BckDeductedPricePerQuantity"])'
      #      validQuantity: 0
      #      validAmount: 0
#
#
      ########################################################################
        # G4 -  Backup->invoice SKU consistency
        ########################################################################
        - name: g4-customer-sku-consistency
          if: '
            it.Line["InvItemDescription"] == null
            and it.Line["InvPONumber"] == null'
          then:
            validationStatus: "Invalid"
            invalidReason: "Deducted SKU is not invoiced"
            invalidQuantity: ':it.Line["BckDeductedQuantity"]'
            invalidAmount: ':it.Line["BckDeductedLineAmount"]'
            validQuantity: 0
            validAmount: 0
#
        ########################################################################
        # G5 - POD signature / stamp
        ########################################################################
        - name: g5-pod-signature
          if: '
            it.POD["IsCustomerSigned"] != 1
            and it.POD["PodIsHandwrittenSource"] == 0
            and it.POD["CustomerSignatureText"] == ""
            and (
              (it.Line["PodTotalShortage"] == 0)
              and (it.Line["PodTotalDamage"] == 0)
              and (it.Line["PodTotalOverage"] == 0)
            )'
          then:
              validationStatus: "Invalid"
              invalidReason: "POD is not signed ShlomoT3"
              invalidQuantity: ':it.Line["BckDeductedQuantity"]'
              invalidAmount: ':Convert.ToDecimal(it.Line["BckDeductedQuantity"]) * Convert.ToDecimal(it.Line["BckDeductedPricePerQuantity"])'
              validQuantity: 0
              validAmount: 0

    ############################################################################
    # PHASE 2: generic-pod-without-sku-identifier
    # This section is only for generic POD support (no SKU identifier in POD).
    # Order is full-match -> partial-match -> unsupported/fallback.
    ############################################################################
    - name: phase-2-generic-pod-without-sku-identifier
      if: 'it.POD["PodTotalDiscrepancyCasesWithIdentifier"] == 0'
      nodes:
        ########################################################################
        # P2.1 - No discrepancy at POD level -> invalid deduction
        ########################################################################
        - name: p2-no-discrepancy-invalid
          if: 'Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"]) == 0'
          then:
            validationStatus: "Invalid"
            invalidReason: "POD does not support shortages"
            invalidQuantity: ':it.Line["BckDeductedQuantity"]'
            invalidAmount: ':it.Line["BckDeductedLineAmount"]'
            validQuantity: 0
            validAmount: 0

        ########################################################################
        # P2.2 - Generic POD discrepancy fully supports backup total
        ########################################################################
        - name: p2-generic-full-support-valid
          if: 'Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"]) == Convert.ToDecimal(it.Header["BackupCaseQuantityTotal"])'
          then:
            validationStatus: "Valid"
            validQuantity: ':it.Line["BckDeductedQuantity"]'
            validAmount: ':it.Line["BckDeductedLineAmount"]'
            invalidQuantity: 0
            invalidAmount: 0
            invalidReason: ""

        ########################################################################
        # P2.3 - Generic POD partial support when only one deducted SKU exists
        ########################################################################
        - name: p2-generic-partial-single-sku
          if: >
            Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"]) < Convert.ToDecimal(it.Header["BackupCaseQuantityTotal"])
            && Convert.ToDecimal(it.Header["BckSkuCount"]) == 1
          then:
            validationStatus: "Partial Valid"
            validQuantity: ':Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"])'
            validAmount: ':Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"]) * Convert.ToDecimal(it.Line["BckDeductedPricePerQuantity"])'
            invalidQuantity: ':Convert.ToDecimal(it.Header["BckTotalCases"]) - Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"])'
            invalidAmount: ':(Convert.ToDecimal(it.Header["BckTotalCases"]) - Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"])) * Convert.ToDecimal(it.Line["BckDeductedPricePerQuantity"])'
            invalidReason: "POD support partial shortages"

        ########################################################################
        # P2.4 - Generic POD partial support with multiple SKUs is not allocable
        ########################################################################
        - name: p2-generic-partial-multi-sku-unsupported
          if: >
            Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"]) > 0
            && Convert.ToDecimal(it.POD["PodTotalDiscrepancyCases"]) < Convert.ToDecimal(it.Header["BackupCaseQuantityTotal"])
            && Convert.ToDecimal(it.Header["BckSkuCount"]) > 1
          then:
            validationStatus: "Invalid"
            invalidReason: "Generic POD discrepancy cannot be allocated across multiple SKUs"
            invalidQuantity: ':it.Line["BckDeductedQuantity"]'
            invalidAmount: ':it.Line["BckDeductedLineAmount"]'
            validQuantity: 0
            validAmount: 0

    ############################################################################
    # PHASE 3: sku-identified-pod-matching
    # Applies when POD contains discrepancy with identifier (SKU-level proof).
    # Here SKU-level evidence has priority over generic POD totals.
    ############################################################################
    - name: phase-3-sku-identified-pod-matching
      if: 'it.POD["PodTotalDiscrepancyCasesWithIdentifier"] > 0'
      nodes:
        ########################################################################
        # P3.1 - No shortage/damage/overage support on this line
        ########################################################################
        - name: p3-no-osd-support-on-line
          if: '
            it.Line["PodTotalShortage"] == 0
            and it.Line["PodTotalDamage"] == 0
            and it.Line["PodTotalOverage"] == 0'
          then:
            validationStatus: "Invalid"
            invalidReason: "POD does not support Shortage"
            invalidQuantity: ':it.Line["BckDeductedQuantity"]'
            invalidAmount: ':it.Line["BckDeductedLineAmount"]'
            validQuantity: 0
            validAmount: 0

        ########################################################################
        # P3.2 - Partial shortage support on this line
        ########################################################################
        - name: p3-partial-shortage
          if: '
            it.Line["BckInvoicedQuantity"] != 0
            and Convert.ToDecimal(it.Line["PodTotalShortage"])
                < (it.Line.ContainsKey("backupCaseQuantity")
                   ? Convert.ToDecimal(it.Line["backupCaseQuantity"])
                   : Convert.ToDecimal(it.Line["BckDeductedQuantity"]))'
          then:
            validationStatus: "Partial Valid"
            validQuantity: ':Math.Min(Convert.ToDecimal(it.Line["PodTotalShortage"]), Convert.ToDecimal(it.Line["BckDeductedQuantity"]))'
            validAmount: ':Math.Min(Convert.ToDecimal(it.Line["PodTotalShortage"]), Convert.ToDecimal(it.Line["BckDeductedQuantity"])) * Convert.ToDecimal(it.Line["BckDeductedLineAmount"])'
            invalidQuantity: ':Convert.ToDecimal(it.Line["BckDeductedQuantity"]) - Math.Min(Convert.ToDecimal(it.Line["PodTotalShortage"]), Convert.ToDecimal(it.Line["BckDeductedQuantity"]))'
            invalidAmount: ':(Convert.ToDecimal(it.Line["BckDeductedQuantity"]) - Math.Min(Convert.ToDecimal(it.Line["PodTotalShortage"]), Convert.ToDecimal(it.Line["BckDeductedQuantity"]))) * Convert.ToDecimal(it.Line["BckDeductedLineAmount"])'
            invalidReason: "Partial Valid"

        ########################################################################
        # P3.3 - Full shortage support on this line
        ########################################################################
        - name: p3-full-shortage
          if: '
            it.Line["BckInvoicedQuantity"] != 0
            and Convert.ToDecimal(it.Line["PodTotalShortage"])
                >= (it.Line.ContainsKey("backupCaseQuantity")
                    ? Convert.ToDecimal(it.Line["backupCaseQuantity"])
                    : Convert.ToDecimal(it.Line["BckDeductedQuantity"]))'
          then:
            validationStatus: "Valid"
            validQuantity: ':it.Line["BckDeductedQuantity"]'
            validAmount: ':it.Line["BckDeductedLineAmount"]'
            invalidQuantity: 0
            invalidAmount: 0
            invalidReason: ""

        ########################################################################
        # P3.4 - Optional amount-match shortcut (kept disabled)
        ########################################################################
        #- name: p3-amount-match-valid
        #  if: 'Convert.ToDecimal(it.Line["BckDeductedLineAmount"]) == Convert.ToDecimal(it.POD["PodTotalShortage"])'
        #  then:
        #    validationStatus: "Valid"
        #    invalidReason: ""
        #    validQuantity: ':it.Line["BckDeductedQuantity"]'
        #    invalidQuantity: 0


Parameter Description
If then The condition based on which the rules will be applied.
ValidationStatus The validation status of the case based on rules.
ValidQuantity The deduction quantity in case of valid deduction.
ValidAmount The deduction amount in case of valid deduction.
InvalidQuantity The deduction quantity in case of invalid deduction.
InvalidAmount The deduction amount in case of invalid deduction.
InvalidReason The deduction reason in case of invalid deduction.
ProductItemId The unique Id of the product for which deduction is processed.

For example, in the above template:

- if: 'it.Line["BilledQtyInvoice"] != 0 and
           it.Line["BackupPricePerQty"] == it.Line["InvoiceNetPricePerQty"] and
           it.Line["Shortage"] == it.Line["DeductedQty"]'
      then:
        validationStatus: "Valid"
        validQuantity: ':it.Line["DeductedQty"]'
        validAmount: ':it.Line["DeductAmt"]'
        invalidQuantity: 0
        invalidAmount: 0
        invalidReason: ""
        productitemId: ':it.Line["ProductItemId"]'

If the Billed quantity in invoice is not 0 and the price per quantity in the backup file is equal to the net price per quantity in the invoice and the shortage is equal to the deducted quantity then the deduction is considered valid and the case validation status is set to Valid in the portal.

Version Beta

Overview

In Genpact Deductions Recovery, a case is considered valid or invalid or partially valid for deductions based on some pre-defined rule. The document-validation-type.yaml file defines the respective fields from the header, line-level and the POD data, which are considered for validation.
The document-validation.yaml file configures the rules for validation of the extracted header, line-item and POD data. Based on fulfillment of these pre-defined rules the deduction case is marked as Valid, Invalid or Partially valid and processed accordingly.

The caseform-validation-statuses.yaml file defines the available validation status for a case in the portal and the system.
The caseform-invalid-reasons.yaml file configures the deduction invalid reasons that can be chosen and will appear in the case details in the portal.

Sample YAML settings

caseform-validation-statuses.yaml
kind: document
metadata:
  name: deduction/v1/documents/caseform-validation-statuses
spec:  
    values:
      - "valid"
      - "invalid"
      - "partial"
      - "empty"


Parameter Description
values The values for the validation status.
  • Valid
  • Invalid
  • Partial
  • Empty


caseform-invalid-reasons.yaml
kind: document
metadata:
  name: deduction/v1/documents/caseform-invalid-reasons
spec:  
    values:
        - "asaf test"
        - "test"
        - "POD does not support shortages"
        - "POD support partial shortages"
        - "Deducted SKU is not invoiced"
        - "Customer deducted at higher price"
        - "UOM issue"


Parameter Description
values The reasons for an invalid status.


document-validation-types.yaml
kind: document
metadata:
  name: deduction/v1/documents/document-validation-types
spec:
  # --------------------------
  # HEADER
  # --------------------------
  - name: "Header"
    fields:
      - fieldName: InvoiceNumber
        type: "System.String"
        defaultNull:
      - fieldName: ReasonCode
        type: "System.String"
        defaultNull:
      - fieldName: DeductionStatus
        type: "System.String"
        defaultNull:
      - fieldName: CustomerID
        type: "System.String"
        defaultNull:
      - fieldName: Amount
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvoiceBillQuantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PO_OrderNumber
        type: "System.String"
        defaultNull:
      - fieldName: Bol
        type: "System.String"
        defaultNull:
      - fieldName: Carrier
        type: "System.String"
        defaultNull:
      - fieldName: CarrierReferenceNumber
        type: "System.String"
        defaultNull:
      - fieldName: PODNumberOfPackages
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: Document_provider
        type: "System.String"
        defaultNull:
      - fieldName: Carrier_sign
        type: "System.Boolean"
        defaultNull: false
      - fieldName: Customer_sign
        type: "System.Boolean"
        defaultNull: false
      - fieldName: CustomerName
        type: "System.String"
        defaultNull:
      - fieldName: SubjectToCount
        type: "System.Boolean"
        defaultNull: false


  # --------------------------
  # POD 
  # --------------------------
  - name: "POD"
    fields:
      - fieldName: document_provider
        type: "System.String"
        defaultNull:
      - fieldName: customer_sign
        type: "System.Boolean"
        defaultNull: false
      - fieldName: customer_sign_text
        type: "System.String"
        defaultNull:
      - fieldName: carrier_sign
        type: "System.Boolean"
        defaultNull: false
      - fieldName: carrier_sign_text
        type: "System.String"
        defaultNull:
      - fieldName: subject_to_count
        type: "System.Boolean"
        defaultNull: false
      - fieldName: freight_charge_terms
        type: "System.String"
        defaultNull:
      - fieldName: total_packages_quantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: total_lbs_quantity
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: Bol
        type: "System.String"
        defaultNull:
      - fieldName: TotalShortage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: TotalDamage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: TotalOverage
        type: "System.Decimal"
        defaultNull: 0


  # --------------------------
  # PURCHASE ORDER
  # --------------------------
  - name: "PurchaseOrder"
    fields:
      - fieldName: order_number
        type: "System.String"
        defaultNull:
      - fieldName: TotalLbsQty
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: TotalPackageQty
        type: "System.Decimal"
        defaultNull: 0
  # --------------------------
  # LINES
  # --------------------------
  - name: "Lines"
    fields:
      - fieldName: InvoiceId
        type: "System.String"
        defaultNull:
      - fieldName: InvoiceNumber
        type: "System.String"
        defaultNull:
      - fieldName: SKU
        type: "System.String"
        defaultNull:
      - fieldName: ProductItemId
        type: "System.String"
        defaultNull:
      - fieldName: ItemName
        type: "System.String"
        defaultNull:
      - fieldName: CustomerSKU
        type: "System.String"
        defaultNull:
      - fieldName: BackupPricePerQty
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BilledQtyBackup
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: DeductAmt
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: DeductedQty
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: BilledQtyInvoice
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: GrossPrice
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvoiceGrossPricePerQty
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvoiceNetPricePerQty
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: NetPrice
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: InvoiceItemDescription
        type: "System.String"
        defaultNull:
      - fieldName: InvoiceQtyEach
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: Shortage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: Damaged
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: Overage
        type: "System.Decimal"
        defaultNull: 0
      - fieldName: PackListQuantity
        type: "System.Decimal"
        defaultNull: 0


Parameter Description
name The name of the type of data, header, line-item or POD.
fields The fields to be considered for validation.


document-validation.yaml
kind: ruleSet
metadata:
  name: deduction/v1/ruleset/document-validation
spec:

  ######################################################################################################
  # !!!!!!! RULE EXECUTION PRIORITY !!!!!!
  # Validation rules are evaluated in sequence, from top to bottom.
  # All matching rules will run (not just the first one).
  # However, rules defined earlier take precedence when setting or overriding values.
  # Therefore, place higher-priority or more specific rules at the TOP of each node section.
  # Additionally Any then section must include the line --productitemId: ':it.Line["ProductItemId"]'--
  ######################################################################################################

  nodes:

  ##################################################################### Clorox #############################################
  - if: '1 == 1' #'it.Header["CustomerName"] == "Clorox"'
    nodes:

    ##################################################################### HEADER #############################################
    - if: 'it.Header["InvoiceBillQuantity"]!=0 and  it.Header["InvoiceBillQuantity"] == it.POD["total_packages_quantity"]'
      then:
        validationStatus: "Invalid"
        invalidReason: "POD # packages match in invoice"
        productitemId: ':it.Line["ProductItemId"]'
        invalidQuantity: ':it.Line["DeductedQty"]'
        invalidAmount: ':it.Line["DeductAmt"]'

    ##################################################################### INVALID #############################################

    # 1. Invalid: SKU is not invoiced
    - if: 'it.Line["BilledQtyInvoice"] == 0'
      then:
        validationStatus: "Invalid"
        invalidReason: "SKU is not invoiced"
        productitemId: ':it.Line["ProductItemId"]'
        invalidQuantity: ':it.Line["DeductedQty"]'
        invalidAmount: ':it.Line["DeductAmt"]'

    # 2. Invalid: Customer deducted at higher price
    - if: 'it.Line["InvoiceNetPricePerQty"] != 0 and ToDecimal(it.Line["BackupPricePerQty"]) > ToDecimal(it.Line["InvoiceNetPricePerQty"])'
      then:
        validationStatus: "Invalid"
        invalidReason: "Customer deducted at higher price"
        productitemId: ':it.Line["ProductItemId"]'
        invalidQuantity: ':it.Line["DeductedQty"]'
        invalidAmount: ':it.Line["DeductAmt"]'

    # 3. Invalid: POD does not support shortages
    - if: 'it.Line["Shortage"] == 0'
      then:
        validationStatus: "Invalid"
        invalidReason: "POD does not support shortages"
        productitemId: ':it.Line["ProductItemId"]'
        invalidQuantity: ':it.Line["DeductedQty"]'
        invalidAmount: ':it.Line["DeductAmt"]'

    ##################################################################### PARTIAL #############################################

    - if: 'it.Line["BilledQtyInvoice"] != 0 and
           it.Line["BackupPricePerQty"] == it.Line["InvoiceNetPricePerQty"] and
           it.Line["Shortage"] > 0 and
           ToDecimal(it.Line["Shortage"]) < ToDecimal(it.Line["DeductedQty"])'
      then:
        validationStatus: "Partial Valid"
        validQuantity: ':Math.Min(ToDecimal(it.Line["Shortage"]), ToDecimal(it.Line["DeductedQty"]))'
        validAmount: ':Math.Min(ToDecimal(it.Line["Shortage"]), ToDecimal(it.Line["DeductedQty"])) * ToDecimal(it.Line["BackupPricePerQty"])'
        invalidQuantity: ':ToDecimal(it.Line["DeductedQty"]) - Math.Min(ToDecimal(it.Line["Shortage"]), ToDecimal(it.Line["DeductedQty"]))'
        invalidAmount: ':(ToDecimal(it.Line["DeductedQty"]) - Math.Min(ToDecimal(it.Line["Shortage"]), ToDecimal(it.Line["DeductedQty"]))) * ToDecimal(it.Line["BackupPricePerQty"])'
        invalidReason: "Partial Valid"
        productitemId: ':it.Line["ProductItemId"]'

    ##################################################################### VALID #############################################

    - if: 'it.Line["BilledQtyInvoice"] != 0 and
           it.Line["BackupPricePerQty"] == it.Line["InvoiceNetPricePerQty"] and
           it.Line["Shortage"] == it.Line["DeductedQty"]'
      then:
        validationStatus: "Valid"
        validQuantity: ':it.Line["DeductedQty"]'
        validAmount: ':it.Line["DeductAmt"]'
        invalidQuantity: 0
        invalidAmount: 0
        invalidReason: ""
        productitemId: ':it.Line["ProductItemId"]'

    ##################################################################### DEFAULT NO HIT #############################################

    - if: 'true'
      then:
        validationStatus: "DEFAULT NO HIT"
        validQuantity: 0
        validAmount: 0
        invalidQuantity: 0
        invalidAmount: 0
        invalidReason: "DEFAULT NO HIT"
        productitemId: ':it.Line["ProductItemId"]'

  ##################################################################### Amazon #############################################
  - if: 'it.Header["CustomerName"] == "Amazon"'
    nodes:
      - if: '1 == 1'
        then:
          validationStatus: "Amazon"
          productitemId: ':it.Line["ProductItemId"]'


Parameter Description
if then The condition based on which the rules will be applied.
ValidationStatus The validation status of the case based on rules.
ValidQuantity The deduction quantity in case of valid deduction.
ValidAmount The deduction amount in case of valid deduction.
InvalidQuantity The deduction quantity in case of invalid deduction.
InvalidAmount The deduction amount in case of invalid deduction.
InvalidReason The deduction reason in case of invalid deduction.
ProductItemId The unique Id of the product for which deduction is processed.

For example, in the above template:

- if: 'it.Line["BilledQtyInvoice"] != 0 and
           it.Line["BackupPricePerQty"] == it.Line["InvoiceNetPricePerQty"] and
           it.Line["Shortage"] == it.Line["DeductedQty"]'
      then:
        validationStatus: "Valid"
        validQuantity: ':it.Line["DeductedQty"]'
        validAmount: ':it.Line["DeductAmt"]'
        invalidQuantity: 0
        invalidAmount: 0
        invalidReason: ""
        productitemId: ':it.Line["ProductItemId"]'

If the Billed quantity in invoice is not 0 and the price per quantity in the backup file is equal to the net price per quantity in the invoice and the shortage is equal to the deducted quantity then the deduction is considered valid and the case validation status is set to Valid in the portal.

Related Articles

  • None
Was this article helpful?
Thank you for your feedback!
User Icon

Thank you! Your comment has been submitted for approval.