For DMS integrated dealerships on auto validation: A deal is considered “non-validated” if it is missing any required information when the deal is pulled into Reporting.

For DMS integrated dealerships who manually validate: A deal is considered "non-validated" if you have not manually validated the deal.

NOTE: If you are unsure of your dealership's validation status, please reference the "Auto Validation vs Manual Validation" article by clicking here.

If you have non-validated deals, there will be a number listed on the Find tab in your Reporting application. Click on the number and you will be sent directly to a list of your non-validated deals.

NOTE: If you are unable to see you non-validated deals, be sure your search parameters are set correctly. Try searching by "All Months" to find your non-validated deals.

To see which information is missing and preventing the deal from validating, you can select the deal. It will open under the Input tab and you can find the required field with missing data.

You can also change the view on the Non-Validated Deals screen to add columns that display the required fields, so you can easily spot the missing information (without clicking on the deal record). For more instructions on managing columns, please refer to the "Adjusting the Columns in the Find Tab" article by clicking here.

How to Validate Deals if you are on Auto Validation

If you are on auto validation, you are unable to make changes to the deal in Reporting. Because of this, your first step is to find out why the deal is not validating.

  1. Find the deal under the Find tab. The non-validated deals are easy to find because they will be highlighted in red.

  2. Click on the deal itself and it will open under the Input tab.

  3. Look for any field that is marked as --Required--. This means that the information was either not entered in the original deal in your DMS or that the information coming from your DMS is not lining up correctly in Reporting.

  4. You will need to go back to the deal in the DMS and enter the required information.

  5. If the information is correct in your DMS, it means that your DMS is not lining up with Reporting correctly. In order to resolve this, begin by identifying the field that will not import correctly. You will need the DMS IDs from your DMS to update the corresponding field in Reporting. Pay close attention to the lender and personnel fields as those are the fields that are most commonly missing required information.

If the deal is missing Lender information, reference the article "Managing Lenders in Reporting" by clicking here.

If the deal is missing Personnel information (Finance Manager, Sales Manager, Sales Person, etc.), reference the article "Managing Personnel in Reporting" by clicking here.

If you need more assistance on editing items in the Configure tab, reference the article “Managing the Configure Tab” by clicking here.


How to Validate Deals if you are on Manual Validation

If your dealership is set for Manual Validation, the fields in the deal will be unlocked in Reporting and you can make changes as necessary.

  1. Find the deal under the Find tab. The non-validated deals are easy to find because they will be highlighted in red.

  2. Click on the deal itself and it will open under the Input tab.

  3. Look for any field that is marked as --Required--. Enter or choose information in each required field.

  4. Any changes you make to the deal will need to be saved by clicking the “Validate/Save” button.If a deal is changed in your DMS after it's validated, the changes will not carry over to Reporting. Only validated deals will be included in your reports. 

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