Preferred Payment Method template

Use this template to create a business rule that selects a preferred payment method for an expense type.


This template has these parameters:

Expense Type
Select an expense type.
Payment Type
Select one or more preferred payment types. The values that are displayed in the list depend upon the expense type.
Ignore Expenses Below this Amount
Specify the amount for which expenses that do not meet this threshold are ignored.
Currency Type
Select a currency type.


This example shows the possible values for this business rule.

Preferred payment method fields

This table shows the values for fields:

Field Value
Name Airline Preferred Payment Method
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 Itemization (Auditor)
  • Update ER Itemization Item (Create and Review)
  • Update ER Line Item (Create)

Preferred payment method strings

This table shows the values for strings:

Strings Value
Description Requires an explanation for non-preferred payment method for airline vendors.
Interactive Message You should charge your airline tickets to the corporate charge card. Please explain why you did not use your corporate charge card to pay for your airline ticket.
Policy Employees are strongly encouraged to charge airline tickets to their corporate charge card. You must provide an explanation for any airfare expense that you pay with a different method.
Report Message Non-preferred airline payment method.

Preferred payment method parameters

This table shows the values for parameters:

Parameter Value
Expense Type Airfare
Payment Type Corporate Charge Card
Ignore Expense Below this Amount $100
Currency Type US Dollar

Preferred payment method applications

This table shows the values for applications:

Name Organization/Group
International Motors Company Organization