Validating an Umbrella Product Setup

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:

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

· The GL/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

Once a product is validated, updating setup information does not cause the system to revalidate the product. If setup data is changed, you must revalidate the product to make sure that none of the changes caused a problem with the setup.

To validate the setup:

1. From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2. Click Search to find a product or click Create New Product.

3. From the Define the Product task category, click Validate Setup.