Infor Expense Management System Administration Tool User Guide - Business Rules

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About this guide
Related documents
Business rules overview
Types of business rules
Find business rule overview
Finding a business rule
Adding a business rule
Editing a business rule
Business Rule Fire on Actions
Adding business rule strings
Including parameter values in the messages of a business rule
Example of parameters
Working with business rule parameters
Applying a business rule to a group or organization
Defining manual routing
Defining workflow routing
Changing the sequence of a business rule
Working with suite business rules overview
Suite business rule templates
Advanced Postfix Generator template
All Charge Codes Must Be Valid template
All Charge Codes Must Comply to Billable Policy template
Always Fail template
Always Pass template
Approver Cannot Approve More than the Requested Amount template
Audit List Check template
Broadcast Message template
Business Rule Violations Summary template
Charge Code Routing template
Clear Invisible ADCs template
Clear Policy Based Routing Info template
Combination Rules for General Routing template
Cost Center-Based Workflow Routing template
Date of Hire/Term Policy template
Days Old Routing Template
Delete Manual Routing Data template
Delete Signatures template
Document Element Required template
Duplicate Expense Check Template
Duplicate Invoice and Vendor Check Validation
Electronic Signature Policy template
Element Compare-Based Workflow Routing template
Escalated Routing template
Export Reset template
Financial Code Block Validation
Force Approver to look Receipts
FX Rate Tolerance template
General Workflow Routing template
General Workflow Routing With Itemization template
Group-Based Workflow Routing template
Line Item has Partial Guests template
Manager Check Routing template
Manager Review of Business Rule Exceptions template
Manual Routing template
Multi-Reference Routing template
No Empty Document Policy template
Non Default Cost Center template
Parallel Charge Code Routing Rule template
Percentage-Based Workflow Routing template
Permission Based Routing template
Policy Based Routing template
Preferred Vendor Policy template
Provide Information When Document Approved, yet Charge Code Item Rejected template
Provide Information When Document is Changing WF Activity template
Proxy Addition Must be in Group template
Proxy User Cannot Review Their Own Document template
Random (%) Audit template
Receipt Check Routing template
Review Policy Check (Client) template
Review Policy Check (Server) template
Self Guest Required template
Unattached Credit Card Transactions template
User Has No Manager template
Validate Project Code or Cost Center template
VAT Amount Existing In SAT Receipt Received template
Work Item Time Stamp template
Work Item Time Stamp Server Side template
Not Defined template
Working with expense reports business rules
Expense reports business rule templates
Adjust Per Diem Amounts template
Audit ER Volume template
Average by Expense Type by Date Range template
Calculate Sales Tax Template
Check available budget template
Check for Past and Future Date template
Clear Receipt Deadline Dates template
Compliance Confirmation template
Corporate Charge Card template
Country and Currency Check template
Credit Card Reconcile
Credit Card Statement Date
Days Old Check template
Deduction by Amount template
Deduction by Percent template
Document Purpose Field Required template
ER Check Hotel Folio Itemizations template
ER Expense Types Based on Document Purpose template
ER Line Item Itemization Type Required for Expense Type and Location template
ER Summary Compatibility Calculation
Escalated Routing Next Reviewer template
Expense Report Submission Date template
Expense Type Occurrence Check template
Expenses for a Future Date template
Expense type must include Self as Guest template
Explanation Required by Expense Type template
Explanation Required by Expense Type and Trip Length template
Forced Itemization template
Last ER for Attached TP Transaction template
Line Item Exchange Rate Check template
Maximum Number of Expenses by Type Per Day template
Maximum Reimbursement Limit by Expense Type template
Message with Document ID template
Non Default Cost Center template
Per Diem Variance Policy template
Receipt Deadline Dates Update template
Receipt Field To Checkbox template
Positive Only Expense template
Preferred Payment Method template
Receipts Required Policy template
Same Day Combination Expense template
Set Element in Child Line Items to Its Itemized Parent Line Item template
Set Element To Default template
Set reviewer to owner template
Spending Limit by City and Expense Type template
Throw Exception template
Total Expenses without Receipts by Time Frame template
TP Required for ER Policy template
Travel Plan Required Based on Expense Type template
Update User Cumulative Mileage Amount template
VAT Lookup on Line Item Update template
VAT Server Side Routing based on lookup template
Working with payment requests business rules
Payment requests business rule templates
Calculated and Entered Payment Request Totals do not Match template
Check Invoice Date template
Clear Invoice Receipt Deadline Dates template
Duplicate Invoice Check template
Explanation Required by Category Policy template
Invalid Send To Type template
Invoice Receipt Deadline Dates Update template
Positive Only Invoice Item template
PR Amount is Outside of Tolerance template
PR Set of Books Routing Based on Lookup template
Preferred PR Vendor template
Request Payment Date Prior To Vendor Terms Payment Date template
User Entered PR Vendor template
Working with timesheets business rules
Timesheets business rule templates
Absence Activity Cannot Be Overtime or Double Time Labor Type template
Absences to be Taken in Full Day Increments Policy template
Absence Taken Not Part of Benefit Bank Policy template
All Timesheet Line Items Must be in Reporting Period Policy template
Benefit Bank Balance Changed Policy template
Benefit Bank Exceeds Threshold Policy template
Benefit Bank Negative Balance Policy template
Charge Code Validation template
Check Data Corruption in Timesheet template
Date of Hire/Term Policy template
Early/Late Arrival Policy template
Either Time or Time off Entry is Needed template
End Time Cannot Be Before Start Time Policy template
Enforce the Entered Hours in the Increments of a Quarter Hour template
Enforce the Entered Hours in the Specified Increments template
Entry on Timesheet Tab Date Validity Checking template
Entry on Timesheet Tab Uniqueness Checking template
Exported Line Cannot Be Updated Policy template
In and Out Times of Line Item of Timesheet Tab are in Pairs Policy template
In and Out Times Required for Regular Line Items on Timesheet Tab template
Insert Delinquent Report Entry template
In Time must be before out Time Policy template
Labor Type Validation template
Matching Standard Line Item Location template
Maximum Consecutive Days Policy template
Maximum Differential Between Timecard Hours and Billable Hours template
Maximum Number of Attendance Hours Charged Per Day Policy template
Maximum Number of Consecutive Hours Policy template
Maximum Number of Hours Charged Per Day Policy template
Maximum Number of Timesheets Per Period Policy template
Maximum Work and Absence Hours Claimed Per Day Policy template
Missed Cutoff Policy template
Negative Hours Data Entry template
No Empty Line Items on Timesheet Tab Policy template
No Work Hours for Being On Call Policy template
Only One On-Call Per Day Policy template
Previous Timesheets must be Submitted
Project Date Range Check Policy template
Project Hours Limit Policy template
Reject TS Clears Submit Date template
Remove Delinquent Report Entry template
Remove Delinquent Timesheet Flag Policy
Return from Meal Time Must Be After Its Leave Time template
Submit Timesheet with Overtime Policy template
Time Overlap Not Allowed on Timesheet Policy Template
Timesheet Data Modified by Manager Policy template
Timesheet Reporting Period Policy template
Timesheet Tax Location Exists template
Validate Timesheet Daily Total Working Hours template
Validate Timesheet Total Working Hours in a Reporting Period Policy template
Work on Non-Workday Policy template
Working with travel plan business rules
Travel Plans Business Rule Templates
Cost Required for Per Diem Travel Item
Enter Maximum Air Travel Expense Amount template
Imported TP Line Item Exchange Rate Check template
Line Item Exchange Rate Check for TP template
Preferred Vendor Policy template for travel plans
Same Day Combination Travel template
Send Email Notification to Reviewer on TP submit template
Send Email Notification to Travel Partner on Acceptance of TP template
Send Email Notification to Travel Partner on Rejection of TP template
Send Email Notification to Travel Plan Creator on Rejection of TP template
Travel Plan Created After Travel Policy template
Travel Plan Data Entry (Air Travel Cities) template
Travel Plan Days in Advance Planning Policy template
Trip Total Estimate template
<Glossary>
ADC
allocate
balancing rule
booking
business policy
charge code
CONUS table
cost center
costs
cumulative distance
document
exception
expense
expense report
GST
guest
itemize
labor type
line item
MRU list
OCONUS table
online travel booking
per diem rate
proxy
set of books
ticketing
timesheet
travel plan
VAT
workflow
work schedule
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