Create a field rule
In a field rule, you specify which receivers (either individually or by corporate group ID) use which field specifications.
Before you do this, you must create one or more field specifications.
- Using Manager, select Field rules dialog is displayed. . The
- Right-click inside the dialog and select New. The Field rule dialog is displayed.
- Type a name for the field rule.
- Select the corporate group IDs (if any) that are to use the field rule. To do this, select a corporate group ID in the Available box and click the right-pointing arrow to move it to the Selected box.
- Select the receivers (if any) that are to use the field rule. To do this, select a buyer in the Available box and click the right-pointing arrow to move it to the Selected box.
- Select the document type(s) that the field rule applies to. Select GE (general expense), PO (purchase order), or All (both GE and PO).
- Select the field specification(s) that apply to the corporate group ID(s), receiver (s), and document type(s) that you just specified.
- Click OK to save.