Working with suite business rules overview
The business rules in Expense Management are based on business rule templates. The templates include the appropriate parameters for each type of business rule.
For example, the Preferred Vendor template includes fields for designating the expense type or travel item and the vendors. You select the specific vendors that you want to require for an expense type or travel item. The system then applies the business rule when the user performs the Fire On action that you specified when creating the rule. These Fire On actions control the behavior of the system based on the user's actions. For example, a user might see a warning message or be required to specify an explanation, or a document might be rejected based on the action of the user if a business rule is violated. You determine the severity of the action with the Severity field.
When you update an existing business rule or create a new rule, you specify these types:
- Values for the fields that are the same for all business rules
- Values for the parameters that are specific to the template