› Manage Invoice Processing › Custom user exits for Invoice Processing › User exits in all environments including OPMT and Azure › Add user exit business rule using a template

Add user exit business rule using a template

Use the procedure in this topic to add a user exit business rule using a template.

To simplify user exit business rule creation several templates are available so that you can create a copy of the template for your own needs. These templates contain all of the necessary variables but no real logic.

In the Advanced Studio navigate to Workflow > Business rules and then set the Category to InvoiceProcessingAgility.

Amongst the other InvoiceProcessingAgility business rules, the following user exit business rule templates are available:

  • AfterValidateTemplate

  • BeforeValidateTemplate

  • FieldValidateTemplate

  • POVendorValidateTemplate

Procedure

  1. Launch the Advanced Studio.
  2. Navigate to Workflow > Business rules.
  3. From the Category list, select InvoiceProcessingAgility.

    A list of business processes relevant to AP Agility Invoice Processing is displayed.

  4. Locate the validate template that you want to use and select the menu icon to the right and select Copy.

    A copy of the business rule is created.

  5. Select the new business rule and edit is as required.

    For more information on business rules, see the Advanced Studio Help.

  6. When you are finished editing the business rule, Save your changes and then select Release.

    Your business rule is ready for use.

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