Creating custom groups in Payables

Custom groups are used throughout the system as an action parameter to select the records to update. Custom groups can be added to actions if a custom group field exists.

Use this procedure to create custom groups for invoice approval in Payables:

  1. Select Payables > Administration.
  2. On the Invoice Approval pane, click Custom Groups.
  3. Click Create.
  4. Specify this information:
    Custom Group
    Specify a name for the custom group.
    Description
    Specify a description. If this field is blank, then the custom group name is used.
    Effective Date
    Specify the date when the custom group becomes effective. If this field is blank, then the current date is used.
    Business Class
    Specify the business class value by searching from the list of all business classes in all applications. This business class is used for the specified Condition.
    Condition
    Specify or build a condition using Infor Pattern Language (IPL) syntax. The condition defines the selection criteria for the custom group.

    If you do not know IPL syntax, click Builder to access the Condition Builder tool.

  5. Click Save.