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Live compliance check (FactBox)

The eInvoice Compliance Check FactBox gives you live e-invoice validation feedback while you are still editing an unposted document. It runs the same compliance rules the sending pipeline uses, so problems are caught before posting rather than after - when they are much cheaper to fix.

{add screenshot of Live compliance check (FactBox) here}

Where it appears

The FactBox is shown on unposted sales documents (quote, order, invoice, credit memo), service documents (order, invoice, credit memo) and the purchase credit memo. It re-evaluates as you change the document and displays the current per-document findings.

What it shows

  • A green checkmark with "Document ready for DEXPRO eInvoice export!" when the document currently passes all compliance rules.
  • A blocked indicator with a list of findings when it does not - each row showing the field name, severity and rule id.

Each finding can be drilled into to jump straight to the exact field that needs attention, so you do not have to hunt for the offending value.

Turning the check on or off

The live check is enabled by the master Enable Field Validation switch in the eInvoice setup, and then controlled per document area by three toggles:

  • Check Sales Documents
  • Check Service Documents
  • Check Purchase Documents

Disable a toggle if you do not want the FactBox to evaluate documents in that area.

Block Posting on Error

When Block Posting on Error is enabled, the compliance findings are enforced at posting time, not just displayed. Each Error-severity finding is raised as a collectible ErrorInfo, so the user sees all blocking problems at once rather than one at a time. Every ErrorInfo carries two actions:

With Block Posting on Error enabled, a document with any Error-severity finding cannot be posted until the findings are resolved. Warning and Information findings are shown but do not block posting.

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