This article outlines the validation rules applied during the Bulk Invoice File Import process for PACE Service Contracts. These rules ensure data integrity and compliance with funding period constraints.
Overview
When importing invoices in bulk, the system performs a series of validations based on:
Validation Scenarios
1. Date Validations
|
Scenario |
Validation Outcome |
|
Invoice dates outside Service Contract dates |
❌ Error – Cannot select Category or Support Item |
|
Dates match a Pending Funding Period |
❌ Error – Cannot proceed |
|
Future date within Active Funding Period |
⚠️ Warning – Allowed with caution |
|
From/To dates span multiple Funding Periods (overlap) |
❌ Error – Cannot proceed if Funding Period |
2. Funding Period Status & Budget Checks
|
Scenario |
Validation Outcome |
|
Expired FP with insufficient FP budget(FP Claims Flexibility Switch is Disabled) |
❌ Error – Cannot proceed |
Expired FP with insufficient budget (FP Claims Flexibility Switch is Enabled) | ✅ Allowed – Draws from Active FP available |
|
Expired FP but sufficient total core flexible budget |
⚠️ Warning – Allowed |
|
Active FP but insufficient Support Item budget |
❌ Error – Cannot proceed |
Active FP with insufficient Stated Support Item budget | ❌ Error – Cannot proceed |
|
Dates within Active FP but insufficient Service Provider Category budget |
❌ Error – Cannot proceed |
|
Insufficient Active FP budget but sufficient Core Flexible budget |
✅ Allowed – Draws from Core Flexible |
|
Insufficient Category FP and Core Flexible budget |
❌ Error – Cannot proceed |
3. Funding Period Configuration
|
Scenario |
Validation Outcome |
|
No Funding Periods configured |
✅ Allowed – Draws from Plan Budget or Core Flexible |
|
FP Overlap feature enabled |
❌ Error – Overlapping periods
not allowed if Funding Period |
|
End of plan reached, no active FP but expired FP has funds |
✅ Allowed |
|
End of plan reached, no active FP and expired FP lacks funds |
❌ Error – Cannot proceed |
4. Provider and Support Item Validations
|
Scenario |
Validation Outcome |
|
Service Provider not in Service Contract |
✅ Allowed – Draws from Core Flexible |
|
Support Item budget insufficient |
✅ Allowed – Draws from Category budget available |
Stated Support Item budget insufficient | ❌ Error – Cannot proceed |
5. Invoice Cancellation & Undo
|
Scenario |
Validation Outcome |
|
Undo Cancel with insufficient SPCB budget |
⚠️ Warning or ❌ Error depending on context |
|
Undo Cancel with sufficient budgets |
✅ Allowed |
Error & Warning Messages
Best Practices