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:

    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. To create a new custom rule, see Creating custom groups for AP Invoice Automation.

    Resource

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

  3. Click Save.