Input Transaction Assignment (ITA) rules are used to process transactions received from the Accounting System. ITA rules for a particular transaction are retrieved and then searched for a rule criteria match. The first rule that matches all criteria will be processed. If no rules are matched for a transaction, no action is taken. The following may result from a rule match:
Rule Assignment Logic: The browser allows up to 25 rule criteria to be specified for each rule with their corresponding From/To ranges as well as a rule description. Each criterion includes an Operator that determines the type of calculation, the operators consist of ranges and Booleans. The browser also provides the selection of And/Or processing for each criterion. If ‘AND’ is selected, the system uses And conditions to join this row with the following row. If ‘OR’ is selected, the system uses Or conditions to join this row with the following row. As a result of not having a following row to logically relate to, the last row must contain spaces for the And/Or value.
Route to a new state
Advance the hold date
Secondary state add or remove
Event schedule add (only with some other result)
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