Working with expense reports business rules

The business rules in Infor ER 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 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 business rule is applied when the user executes the Fire On action that you specified when creating the rule. The user might see a warning message or be required to specify an explanation, or the expense might be rejected based on the selected severity action.

When you update an existing business rule or create a new rule, you specify these types of values:

• Values for the fields that are the same for all business rules
• Values for the parameters that are specific to the template

The fields and parameters appear on the Edit Business Rules screen. See Editing a business rule.