Business rules overview

Business rules enable you to enforce your organization's company policy throughout the application. A business policy is the set of rules that a company uses to influence and manage the way the business is run. Expense Management uses your company's business policy to determine if an item in a document is acceptable. Business rules are stored in the Expense Management database and run on either the server or client.

The system checks compliance as the document owner creates and edits the document. When a user attempts to specify an item that violates the company's business policies, a message displays. The message gives a short explanation of the business policy and informs the user what action to take. The user can also view more detailed information about the company policy.

If the user chooses to specify an item that violates a policy, the system records the violation. A summary of violations displays on the Business Policy Exceptions page. Users can review items that violate business policies before submitting a document. Document reviewers and approvers can review violations and accept or reject them.

The Professional Services Organization helps you set up the business rules for your implementation when installing Expense Management. You may need to change these rules or add rules as your company policies change.

The business rules listed on the Business Rule page are a combination of the business rules that are common to all applications in Expense Management, and the business rules that are specific to the applications that your company owns. See Adding a business rule.

The Suite business rules apply to all of the applications in the application suite. See Working with suite business rules overview. The business rules that apply to specific applications in Expense Management are:

  • Expense Reports Business Rules
  • Payment Requests Business Rules
  • Timesheets Business Rules
  • Travel Plans Business Rules