Preferred Vendor Policy template
Use this template to create a business rule that determines if the vendor is the preferred vendor for the document request type.
These parameters are displayed on the Parameters tab of the Edit Business Rules screen.
- Expense Type
- Select the expense type.
- Vendor
- Select all the acceptable vendors for the expense type.
- External Key
- Optionally, specify a unique ID. If your company uses the Expense Management Import tool to populate the Expense Management database, external keys are imported into the database automatically. See the Infor Expense Management System Administration Tool User Guide.
Example
This example shows the possible values for this business rule.
Preferred vendor policy fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Airline Preferred Vendors |
| Severity | Explanation |
| Notification | Both |
| Fire on Itemization | Left blank |
| Fire Scope | Every time |
| Offline and Online Firing Options | Fire Offline and Online |
| Status | Active |
| Fire On | Update ER Line Item |
Preferred vendor policy strings
This table shows the values for strings:
| Strings | Value |
|---|---|
| Description | Requires an explanation for choosing a non-preferred airline vendor. |
| Interactive Message | You should choose Best Airlines for all your air travel. Please explain why you did not use our preferred vendor. |
| Policy | Employees are strongly encouraged to use Best Airlines as our preferred airline vendor. You must provide an explanation for any airfare expense associated with another airline. |
| Report Message | Non-preferred airline payment method. |
Preferred vendor policy parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| Expense Type | Airfare |
| Vendor | Best Airlines |
Preferred vendor policy applications
This table shows the values for applications:
| Name | Organization/Group |
|---|---|
| International Motors Company | Organization |