Creating and maintaining a charge rule

This task is typically handled by a key Finance or Accounts Payable (AP) specialist, or a solution administrator. Input for the rules may be gathered from multiple AP clerks.
Note: To perform this procedure, you must have the DECISIONSERVICE‑Editor and DECISIONSERVICE‑Approver security roles.
  1. In Infor OS Portal, select OS > ION > Monitors & Workflows.
  2. Click Business Rules.
  3. Select M3InvoiceProcessing_HeaderLine_Charges.
  4. Ensure that you are working on a Draft version, then select the Definition tab.
  5. To add new rows, click the + sign.
  6. For each row, specify this information:
    Sequence

    The sequence number is generated automatically. Rules are evaluated in sequence order, starting with 1. You can reorder rows later by selecting a row and using the arrow buttons.

    Company
    Specify the company number. For example, =770.
    Supplier
    Specify M3 Suppler ID. For example =Y00001.
    Invoice Charge Text
    Specify the invoice charge text rule. For example, = freight charge or contains Freight. Multiple values separated by commas are accepted within a single rule, or you can define multiple rows with different charge descriptions.
    M3 Charge Text
    Specify the M3 Costing element description (TX30) from ‘Costing Element. Open’ (PPS280). For example, Ext freight order cost.
  7. Save the matrix.
  8. Submit for approval. The version must be set to Active to be used by the integration.

    Approval is completed from the same screen. After approval, a new draft version is created automatically.

    Use these guidelines for maintaining the rules:
    • To support a new charge description, add a new row with the correct invoice charge text and M3 charge text. You can specify multiple charge descriptions in a single rule by separating them with commas, or create separate rows for each charge description.
    • To update an existing rule, click the specific field and modify it directly.
    • To copy a rule, select its row and click Duplicate.
    • To delete a rule, select its row and click Remove.
    • If a general rule such as contains Freight overrides a more specific rule, adjust the sequence so the specific rule has a lower number and is used first.
    • To change the sequence order, select a row and use the arrow buttons in the top‑right corner.
    TipAlways save your changes after making updates.