The Automation Rules add-on service is available in the Purchase Invoice capture and posting solution. It allows you to create rules according to which certain invoices are automatically routed for processing or, for example, directly approved and posted to accounts payable without manual handling.
Automation Rules work well together with AI posting, enabling the entire initial invoice processing to be automated.
Rules are processed in order from top to bottom, and their order can be changed by dragging. When a rule is met, it is executed, and processing of other rules is not continued. If no rule is met, the invoice remains for manual processing in the capture and posting list view.
Currently, conditions in rules can be set based on information such as supplier, reference number, invoice message, currency, amount, invoice number, bank account, order number, and your reference. In the amount field, comparisons such as "greater than" and "less than" can be used, and the message field can search for specific text content. A single rule can have multiple conditions.
You can access Automation Rules from the left side of the Purchase Invoices capture and posting solution view, but it requires that it has been enabled for the specific customer. Users with access to the capture and posting solution can create and edit rules.