Adding policy based routing

You can use the Policy Based Routing (alco_routing_type) table to set the application parameters for the Policy Based Routing business rule template. This is to create business rules that route the documents based on the policy violations. You can identify a priority for the list of application and transition combinations.

Membership is only used to determine which policy based routings are accessed in the Infor Expense Management application by an administrator.

  1. Select Manage > Corporate Data.
  2. Select Policy Based Routing in the Data Type field.
  3. Specify this information:
    The code for the policy based routing.
    The name for the policy based routing. This value is displayed in the Policy Based Routing field for a business rule.
    Policy Flag
    The abbreviation for the policy based routing. This is the character flag that is displayed on the document.
    Note:  A value is not required for this field. If no value is specified, the document does not display any flag, but if activity transitions are defined, routing still occurs.
    The description of the policy based routing.
    The status of the policy. The status can be Active or Inactive.
  4. Click Add Transition. The Adding Activity Transition for Policy screen is displayed.
  5. Specify the workflow activity transitions and the route to activity. The list is sorted and you can set up the activity transitions, including the exit hooks, before defining policy based routings. All applicable transitions for the applications that you want to configure for the policy based routing must be selected.

    For example, a workflow routes from Create to Export. If certain conditions are met, a document is routed to the Manager Review queue. Documents with policy violations must be routed to the Audit before Export. You must select the transitions from Create stage to Audit stage and from Manager Review stage to Audit stage to ensure that policy based routing to Audit is activated for all the documents

  6. Click OK to save the transition.
  7. Click the Membership tab, if required, and add the data groups. See, Adding or removing data groups from a corporate date type.
  8. Specify an external key, if required. See, Creating an external key.
  9. Click Add to save the data.