Multi-Rule Mode (Invoice Auto-Approval)
- Anastasia Medovkina
Contact your ServiceChannel manager to turn on the Multi Rule mode.
The multi-rule mode allows you to create different rules with conditions for different provider sets. Each rule is independent and filters all invoices. For auto-approval, it selects only those invoices which meet the conditions specified in this rule.
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.
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.
We recommend that only one ruleset will have the All option selected.
