Validate Default External ID

Overview

The Validate Default External ID step validates that the order has the required default external ID for its order type. This ensures orders have proper external system identifiers before export.

Identifier

Configuration Properties

This step has no configurable properties. The default external ID provider is determined by the order type configuration in tenant settings.

Behavior

What It Does

1. Gets the default external ID provider from order type configuration
2. If a default provider is configured:
   • Looks for an external ID with matching provider name
   • If not found or empty, returns error and cancels workflow
3. If no default provider configured:
   • Returns success (validation not required)

Prerequisites

• Order type must be configured in tenant settings
• Default external ID provider must be set in order type configuration

Side Effects

• May cancel workflow if validation fails

Business Cases

When to Use

• ERP integration: Ensure order has ERP reference before processing
• External system sync: Verify external system IDs exist
• Export validation: Gate exports on external ID presence

Example Scenarios

Scenario 1: External ID Exists Order type requires "ERP" external ID. Order has ExternalIds with ProviderName="ERP" and valid ID. Validation passes.

Scenario 2: External ID Missing Order type requires "ERP" external ID. Order doesn't have matching external ID. Workflow cancelled.

Scenario 3: No Default Configured Order type has no default external ID provider configured. Validation passes (not required).

Error Handling

Related Steps

• Set Default External ID - Set the default external ID
• Generate External ID - Generate external IDs