Configure conditions under which a document rule is executed
This is one of the steps required to configure document rules for use with the InvoiceRules plugin.
Do the following to configure each of the conditions under which document rules are used during processing:
- Complete steps 1-4 when configuring document rules.
- Click Add under Conditions in the Edit Rule dialog.
- Select and configure one of the following items on which to base the condition (click each item for more information):
- If you need to edit or remove defined conditions, select the item in the list, and click Edit or Remove respectively.
- Configure what actions to take when conditions are true or false.
- Return to topic on configuring document rules.