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Check Groups are checks that are done before a dossier is closed. This can be set up to prevent dossiers from being closed with incomplete information. 


Menu Path

  • Administration
    • Master Data - Admin
      • Check Groups

How to set up check groups

  1. Go to 'Check Groups'
  2. Click on Add
FieldDescription
Check GroupThe name of the check group
Type

The check group type. Possible values:

  • Dossier
ActiveDetermines if the check group is active


Check Lines

FieldDescription
Check LineThe name of the check line
Check Line Type

The type of check that is done. Possible values:

  • Error: gives an error and prevents the dossier from being closed
  • Off: the dossier can be closed without warning or error, but the check is executed
  • Warn: gives a warning before the dossier is closed
Check Type Line

Sets up what the check line needs to check. Possible values:

  • Cost Available for Dossier Order
    • Check if costs have been added to the dossier
  • Goods invoice total amount does not equals goods amount
    • Checks if the invoiced amount is equal to the goods amount
  • Handling Units arrived for Dossier Order
    • Checks if the Handling Units on a dossier are arrived
  • Revenue Available for Dossier Order
    • Check if revenues have been added to the dossier