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.

When a Service Provider Category Budget has been distributed into funding periods, the Available Amount reflects the amount available for the periods that correspond to the delivered service dates.

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