Edit Controls, Unapply & Validation Rules

Edit Controls

Payments in PortPro are editable only when they are unapplied. If a payment has been partially or fully applied, the key fields become locked to prevent data inconsistencies.

Unapply Process

To edit a payment that has been applied, it must first be unapplied. The unapply process involves removing any application of the payment to customer accounts, thereby unlocking the fields and allowing for necessary corrections. After the corrections, the payment can be reapplied.

Validation Rules

• Matching Customer: The payment must correspond with the correct customer. An error will appear if there is a mismatch.

• Currency Consistency: Payments must maintain the same currency throughout the application process. Attempting to alter the currency will trigger a validation error.

• Preventing Bill-to Changes: Once a payment is applied, any changes to the bill-to information are restricted to maintain consistency.

Error Messages

• If an edit attempt violates any of the above rules, users will encounter specific error messages, such as: "Customer mismatch: Ensure the payment is applied to the correct customer."

• "Currency error: Payment currency must remain unchanged after application."

• "Bill-to restriction: Applied payments cannot have their bill-to information altered."

These rules and controls help protect data accuracy and ensure seamless financial operations.