Creating an invoice assignment rule

An invoice assignment rule is used to determine which AP Processor are assigned to a certain invoice.

  1. Select AP Administrator > AP Automation Setup > Invoice Assignment Rules.
  2. Click Create.
  3. Specify this information:
    Name

    Specify a name for the new rule.

    Description

    Specify a description for the rule.

    Invoice Assignment Rule

    Select the custom group that determines the invoices that the invoice assignment rule applies to.

    See Creating custom groups for AP Invoice Automation.

    Resource

    Select the resource to whom the invoice is assigned when the condition is met.

  4. Click Save.