Understanding Validation Success and Failure

Learn how to understand Bill Val success and failure

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. Whether an invoice passes or fails relies on you setting up global or Customer rules for Bill Val.  If you haven’t done this yet, see our lesson on Bill Validation > Setting Bill Val Parameters
2. Click ‘Bill Validation’ in the top menu, here you will see a list of uploaded bills.  On the right hand side of the table you can see columns named ‘Passed’ and ‘Failed’, and underneath them the amount of lines that have passed/failed
3. Click ‘Go’ > ‘View Invoices’ on any Supplier bill; you can view all the meters that have passed or failed their validation tests
4. To see more information on a passed/failed meter click ‘Go’ > ‘View Validation Results’
5. There are a number of tabs on this page:
   Invoice Details – shows a compact overview of the invoice
   Passed – In this tab you can see all the rules that have passed validation, you can also see if it was a global or customer-level rule.  If you are scrolling through the rules and see one has passed that you believe shouldn’t have, you can click ‘Go’ > ‘Unmark as Passed’ and this rule will move to the ‘Failed’ tab
   Failed – In this tab you can see the rule name that has failed, whether it is a global or customer level rule and under ‘Validation Log’ you can see a brief explanation as to why that rule failed/skipped.  If you are scrolling through the rules and see a rule that has failed and you would like to override it, you can click ‘Go’ > ‘Mark as Passed’ and this will move to the ‘Passed’ tab
   Skipped – shows the global/local rules that don’t apply to this type of invoice
   All – shows all regardless of status
6. If you make any changes in the system based on the validation results received, you can re-run the batch by going back to the Bill Val main page and clicking ‘Go’ > ‘Re-run Batch’