Working with payment requests business rules

Expense Management includes business rule templates that you can use to create new business rules. The templates include the appropriate parameters to create the business rule. For example, the preferred manufacturer template includes parameters for the category and manufacturers. You can select the manufacturers that you want to require for a category of purchase.

When you update an existing business rule or create a new rule, you specify these types of values:

  • Values for the fields that are the same for all business rules
  • Values for the parameters that are specific to the template

The fields and parameters appear on the Edit Business Rules screen. For an explanation of the fields and strings, see Editing a business rule.