Creating an invoice assignment rule

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

  1. Select AP Administrator > AP Automation Setup > Invoice Assignment Rules.
  2. Click Create.

    Use the following guidelines to specify field values:


    Specify a name for the new rule.


    Specify a description for the rule.

    Invoice Assignment Rule

    Select the custom group that determines the invoices that the invoice assignment rule applies to. To create a new custom rule, see Creating custom groups for AP Invoice Automation.


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

  3. Click Save.