Create a field rule

In a field rule, you specify which buyers (either individually or by corporate group ID) use which field specifications.

Before you do this, you must create one or more field specifications.

  1. Using Manager, select Administration > Field exceptions > Field rules. The Field rules dialog is displayed.
  2. Right-click inside the dialog and select New. The Field rule dialog is displayed.
  3. Type a name for the field rule.
  4. 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.
  5. Select the buyers (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.
  6. Select the invoice type(s) that the field rule applies to. Select GE (general expense), PO (purchase order), or All (both GE and PO).
  7. Select the field specification(s) that apply to the corporate group ID(s), buyer (s), and invoice type(s) that you just specified.
  8. Click OK to save.