Streamline Funding Period Validation Logic Overview

Streamline Funding Period Validation Logic Overview

This article outlines the validation rules applied when using the Streamline feature for managing invoices within PACE Service Contracts. These rules ensure accurate budget allocation and compliance with funding period constraints.

 

Overview

The Streamline feature validates invoice entries based on:

  • Funding Period status (Active, Expired, Pending)
  • Budget availability across categories
  • Service Contract date boundaries
  • Streamline settings (Manual & Automated processing)

 

Validation Scenarios

1. Date-Based Validations

Scenario

Validation Outcome

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

Dates outside Service Contract range

❌ Error – Cannot select Category or Support Item

2. Funding Period Status & Budget Checks

Core Flexible – With Funding Periods

Scenario

Validation Outcome

Expired FP with insufficient budget

❌ Error – Cannot proceed

Expired FP with sufficient total core flexible budget

⚠️ Warning – Allowed

Active FP with insufficient Support Item budget

✅ Allowed – Draws from FP available

Active FP with 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

 

Core Flexible – Without Funding Periods

Scenario

Validation Outcome

Future date within Service Contract

⚠️ Warning – Allowed

Support Item budget insufficient

✅ Allowed – Draws from Plan Budget

Service Provider Category budget insufficient

❌ Error – Cannot proceed

Plan Budget insufficient, but Total Core Flexible sufficient

✅ Allowed – Draws from Core Flexible

Category and Core Flexible budgets insufficient

❌ Error – Cannot proceed

 

Invoice Actions

Action

Validation Outcome

Update Service Provider not in Service Contract

✅ Allowed – Draws from Core Flexible

Cancel then Undo Cancel with insufficient SPCB budget

⚠️ Warning or ❌ Error depending on context

Cancel then Undo Cancel with sufficient budgets

✅ Allowed

 

Processing Modes

  • Manual Enabled: Allows more flexibility; warnings may be shown but invoice can proceed.
  • Automated Enabled: Enforces stricter validations; errors block invoice creation.
  • M&A Disabled: Manual and automated processing disabled; validations still apply.

 

Error & Warning Messages

  • Error: Blocks invoice creation. Example: “Dates must be within the active funding period.”
  • Warning: Allows invoice creation but flags potential issues. Example: “Invoice has future dates. PRODA may reject this.”

 

Best Practices

  • Ensure Funding Periods are correctly configured and active.
  • Validate Service Contract dates before submitting invoices.
  • Monitor warning messages for potential PRODA rejections.

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