Creating and maintaining a charge rule

This task is usually managed by a key Finance or AP person, or a solution administrator-user who understands how charges should be posted in M3.
Note: To perform this procedure, the DECISIONSERVICE-Editor and the DECISIONSERVICE-Approver security roles are required.
  1. In Infor OS Portal, select OS > ION > Monitors & Workflows.
  2. Click Business Rules.
  3. Create a new Decision Matrix rule and specify Charges as the name.
  4. On the Parameters/Definition tab, add these columns:
    • Company
    • Supplier
    • Invoice charge text: The text printed on invoice
    • M3 charge text: Matches M3 description
  5. Add one row per mapping. For each row, specify this information:
    Sequence
    Specify 1, 2, 3, where 1 is checked first.
    Company
    Specify the company number. For example, 770.
    Supplier
    Specify the name of the supplier.
    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 charge text rule. For example, “Ext freight order cost”.
  6. Save and set the version to Active to be used by the integration.
    Refer to this list for maintain the rule:
    • To support a new charge description, add another row with the new text and the correct M3 charge text. Multiple values separated by commas are accepted within a single rule, or you can define multiple rows with different charge descriptions.
    • If a general rule, such as contains “Freight” overrides a specific one, change the sequence so the specific row has a lower number and is checked first.