Creating a custom group

• To create an employee group, select AP Administrator > Resources and click Create Resources From Employee Group. Click the select arrow in the Employee Group field to open the Custom Groups form.

• To create an invoice group for an invoice assignment rule:

  1. Select AP Administrator > AP Automation Setup > Invoice Assignment Rules.

  2. From the Actions menu, select Create.

  3. To select the Custom Groups form, click the select arrow in the Invoice Assignment Rule field.

• To create an invoice group for an invoice routing rule:

  1. Select AP Administrator > AP Automation Setup > Invoice Routing Rules.

  2. From the Actions menu, select Create.

  3. To select the Custom Groups form, click the select arrow in the Invoice Routing Rule field.

Use the following guidelines to specify field values:

Custom Group

Required. Specify the name of the custom group.

Description

Specify the description of the custom group. If you leave this field blank, the custom group name defaults.

Effective Date

Leave this field blank.

Business Class

Required.

• If you are building an employee group, Employee is already populated.

• If you are building an invoice group (for invoice assignment rules or invoice routing rules), PayablesInvoice is already populated.

Condition

Required. Specify or build your condition, using LPL syntax. The condition defines the selection criteria for the custom group.

If you do not know LPL syntax, click the Builder button to select the Condition Builder tool. For help with this tool, see Building a condition with the Condition Builder.

The Custom Group Subject panel opens. It is not used by this application.

The List Name field defaults to "primary" (the primary list for the business class).

You can select another list that will result in the same employees selected for the custom group, but with different information related to those employees.