What validations of data are part of this entire system?

Starting in Salesforce a Sales Rep can not send an Insertion Order to Accounting Portal until:

• A DocuSign document has been signed
• The Company or Agency has a complete address
• A Signer1 contact has been selected
• All products have available inventory
• A Position ID exists for the publication
• Others?

This ensures good data for the order before pushing the IO and related Line Items into billing.

An additional layer of validation is embedded in the IOIAPI.

If any of these points of data are missed or bypassed somehow the data is further validated and sent back to SalesForce if any flaws are found.

The data points assessed are:

• a
• b
• c

This will ensure that line items in the Accounting Portal are accurate.

In the Accounting Portal data is validated as it moves from HOLD to WAITING and finally to INVOICE.

Although a soft validation, if a Line Item is neither Live nor PreBill an alert is added to the confirmation modal telling the user that an item has not been given attention and if it is OK to send to Waiting.