Business Rule Conditions are a set of filter based rules defined for the Rule that determine when it will be validated and enforced for the assigned users' transactions.
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Select the checkbox(s) for the type of transactions the Policy will apply to. Only those WorkPlace Solutions that are licensed and enabled for Business Rule validation will be displayed.
When enabled, the Condition will apply to Travel and Expense transactions.
If no filters are applied, all transaction lines for the selected solutions under the 'Apply Rule Condition To' section will be subject to the Rule. When filters are defined, the values will be compared to the transaction to determine if the condition has been met. Each filter option selected for a transaction tab represents an AND Condition when transactions are saved or submitted. When the filter conditions are not met then the transaction is not subject to the Rule and no message enforcement is applicable. When the filter conditions are met, the Rule will be enforced and the message will be displayed to the user.
The filter options available will depend on the WorkPlace Solutions and Modules that have been licensed and configured. Each Solution or functional area will be displayed on a separate tab to allow policies requirements to be defined for multiple transaction types within a single filter.
Select the appropriate Filter Type from the drop down next to the appropriate name of the available Non-Financial filter types available, filters may be based on an individual or list of Non-Financial filter types.
Select the appropriate Filter criteria from the Zoom Field next to the appropriate name of the available Non-Financial filter types available. If Individual was chosen as the filter type only one item from the zoom can be selected. If List was chosen, choose the appropriate Non-Financial List representing the filter appropriate for this condition.