Preferred Payment Method template
Use this template to create a business rule that selects a preferred payment method for an expense type.
Parameters
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.
Example
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 |
|
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 |