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Contact your ServiceChannel manager to turn on the Multi Rule mode. 

If an invoice was excluded from the first rule, it could be included for auto-approval in the next rule. To prevent it, check if the providers mentioned in each rule set do not intersect. Have a look at the INCORRECT example below. 

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In this case, both rules include all providers. It means that some invoices that are not allowed to be auto-approved based on the conditions of Rule 1, may be auto-approved later when ServiceChannel starts filtering them through Rule 2.  

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   ConditionsAutoApproval ConditionsAutoApproval

   Click + Add Condition.  
   
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2. Select Include or Exclude from Auto-Approval invoices that meet the conditions you specify. 
3. Select the Has Approved Proposal checkbox for invoices required to have at least one proposal that was approved. 
4. Select the Has WO Attachment checkbox for invoices required to have at least one attachment. 

5. Select the Include non-compliant hours in check in/out time checkbox for invoices withnon-compliant check-in/out hours. 

   1. Enter the miles within which invoices will be included or excluded from auto-approval.

   2. Select if a non-compliant invoice check-in/out should be >= or <= the miles you specified.  
      
      

      Note

      The compliance status depends on if technicians’ check-ins/outs are within the allowed radius that you configured in theSite Access Rules module.  If you include this rule (Step 1 of this instruction), invoices with non-compliant check-in hours will be auto approved.  If you exclude this rule (Step 2 of this instruction), invoices with non-compliant check-in hours will not be auto approved.  Contact your ServiceChannel manager to be able to view compliant and non-compliant check-in hours.

      
      

6. Select the Has Provider Invoice checkbox for invoices required to have a digital copy of provider’s original invoice attached.
   
   

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7. Configure conditions in the Rate Validation section.

   About the Rate Validation Section
   

   Rate validation ensures that the charges on invoices align with the agreed-upon prices. It helps prevent overcharging or billing discrepancies, allowing for effective cost control and expense management. 
   

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   Note
   Contact your ServiceChannel manager to have the Rate Validation, Material Markup Validation, Time Mismatch Validation, and/or Negotiated Price List settings.

   
   

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   Rw expand title Expand the section to configure Rate Validation. Labor Validation The Labor Validation checks if the invoice rate matches the rates you agreedwith a provider before. You can select Invoice Rate > Agreed Rate or Invoice Rate < Agreed Rate to include to or exclude from auto-approval those invoices which meet this configuration.   Image Added Info The Invoice Rate is specified by your provider in the submitted invoice.  Image Added   The Agreed Rate is the rate you have agreed upon with the provider. For more information about agreed rates, read Taking Action on Proposed Rates. Image Added For example, you do not want to auto approve those invoices which labor rates specified by provider in the invoice arehigher than the approved labor rates that you agreed on in your private network.  Note You can select only one checkbox or leave both checkboxes clear. If both checkboxes are clear, this setting will not be taken into account during the auto-approval process.  Approved Work Order's Trade and Provider Rates Provider rates are the agreed-upon prices for labor charges. Your provider submits to you the rates specified by each trade theyserve. You can find the current agreed rates in the Private Network. Image Removed  You can select Approved rates exist to include/exclude invoices of the work orders where all rates exist for the selected providers and trades; or Approved Rates DO NOTexist to include/exclude invoices of the work orders where at least one rate does not exist for the selected providers and trades.   Image Removed Info You can require your providers to propose labor rates for trades they serve. If there is a mismatch between the agreed rates and actual labor charges, you and your providers will see it. For more information about rates validation, read About Invoiced Rates Validation.

8. Select a Category and Trade or select All to capture all categories and/or trades. 

In the Total Amount field, enter the maximum amount the invoice should be charged for auto-approval. 


Note
Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.

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For example, to auto-approve invoices for a maximum of USD 500, enter 500 in this field. Invoices for USD 500.01 and above will not be considered for approval.
Click Save changes. A new condition has been added.


Warning
You can add as many conditions as needed but be cautious and double-check that the conditions do not contradict each other.

9. Add the provider(s) to include or exclude in the auto-approval process:
   

   • Select All to include invoices from all providers in the auto-approval process. 
   • Select Only these to include specific providers.  
     You can also type the provider’s name for a faster search and selection.  
   • Select All, with the exception of these to exclude specific providers.   
     You can also type the provider’s name for a faster search and selection. 

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