Validating a DCD Setup

To be included in orders, the following must to be defined for any product:

·            The product record itself

·            At least one rate code and pricing record for the list price with an appropriate date range

·            Defined GL Accounts

·            Defined Revenue Accounts

This task verifies that all the dates are synchronized and all required fields are filled. If a green check mark displays next to this task in the left pane, then the setup was validated. If no green check mark displays, then the validation failed. Common reasons why a validation would fail include:

·            The GL Accounts/Revenue Accounts dates are not synchronized with the Rates and Pricing dates

·            Failed to select active product status

·            Missing GL account pairs

·            Missing the default rate code

·            Product default rate does not have a price associated with it

Product validation verifies that a membership product has at least one rate code, a pricing record for the default rate code, and General Ledger account numbers. Products must have a pricing record and Revenue accounts with an effective date equal to the product available date.

You only need to validate the product once, even if a change is made to the product.

To validate the setup:

·            Click Validate Setup under the Product Definition task category.