Document Rules

Document Rules automatically fill in non-PO invoice header fields and line details so you never have to enter the same info twice. You can create custom rules, use coding from previous invoices, or extract lines from an invoice image. This improves your coding accuracy and your automatic entry rate.

Document Rules are currently only available for non-PO invoices and you can only have one document rule type per supplier. When you change the document rule type, all future invoices for the supplier will use the new rule. If ElevateAP finds a PO, Document Rules are ignored.

Custom Rules

Custom Rules instantly populate header fields and line details when ElevateAP recognizes a document’s selected combination of Supplier, Company, or Customer Account Number. When you set up a Custom Rule, all future invoices that meet the criteria will automatically fill in the header fields and line details you choose.

You can create multiple Custom Rules based on any of the following combinations of Supplier, Company, and Customer Account Number:

  • Supplier
  • Supplier and Company
  • Supplier and Customer Account Number
  • Supplier, Company, and Customer Account Number

If you use Customer Account number to build a rule, it must be clearly labeled on the invoice and related to the Supplier in Workday.

Below are the available header fields and line details you can choose to automatically populate:

Custom Rule Header Fields

  • Remit To
  • Currency
  • Payment Terms
  • Payment Type
  • Memo
  • Tax Option
  • Approver
  • Requester
  • Prepaid Type
  • Ship-To

Custom Rule Line Details

  • Company
  • Spend Category
  • Tax Applicability
  • Tax Code
  • Total % (when a rule is applied, this calculates quantity, unit cost, and extended amount)
  • Worktags
  • Business Document
  • Item
  • Prepaid
  • Cost Center
  • Item Description
  • Billable
  • Memo

Create Custom Rule

Create a Custom Rule using any invoice that has not already been submitted to Workday. 

Click to View Steps

1. Open the invoice that you want to create a rule for.

2. Enter a Supplier. This is required for all document rules.

  • To save time, add any header or line details that you want to show in the document rule.
  • Make any edits to the line total. The document rule will automatically calculate the percentage of the line total.

Click the menu icon mceclip0.png.

3. Select Document Rules 

4. Select Custom Rule and click Create New Rule.

5. Choose whether you would like to apply the rule to all companies or a specific company. Enter a specific company if needed.

6. Choose whether you would like to apply your rule to all customer accounts or a specific customer account. Enter a specific customer account if needed.

7. Click the toggle if you want to use header and line fields from your current document, then click Next Step.

8. Enter any header fields you would like to populate in future invoices from this supplier. Make sure to clear any header field values that you don’t want to populate, then click Next Step.

9. Fill in any line details you want to appear in future invoices from this supplier.

  • Make sure that the Total percentage does not add up to over 100%. This field determines what percentage of the net invoice amount (Control Total minus Tax, Freight, and Other amounts) is applied to each line. Then click Next Step.

10. Confirm your rule details and click Save New Rule.

All future invoices that meet your Custom Rule criteria will automatically populate the values specified in the rule.

While you can have multiple Custom Rules for each supplier, only one rule is applied to a single invoice. ElevateAP always applies the most specific rule to the invoice.

When you open Document Rules, the Custom Rule with the most specific details is listed first and the rule with the least specific details is listed last. For example, rules that apply to all company and customer account numbers will appear at the bottom of the list, and rules with a specific company and account number will appear at the top of the list.

Code From Last Invoice

This document rule allows you to use coding from a previous invoice to code new invoices for a specific supplier. It automatically copies the supplier's most recent invoice line values as they appear in Workday. This may be especially helpful for invoices such as:

  • Any recurring invoice that consistently has the same line allocations, such as subscription services
  • Rent/leases
  • Utilities

To copy fields from the most recent invoice on every invoice you receive from this supplier, follow the steps below.

Click to View Steps
  1. Open the document that you want to create a rule for.
  2. Enter the Supplier. This is required for all document rules.
  3. Click the menu icon mceclip1.png.
  4. Select Document Rules.
  5. Select Code From Last Invoice and click Save.

This rule only applies to new invoices that are sent to ElevateAP after you click Save. It does not change any invoices that are already in your My Invoices list waiting to be processed. 

Extract Lines

When you use Extract Lines, ElevateAP reads the line information on the document image and automatically creates and codes invoice lines. Over time, ElevateAP learns which specific line values are entered consistently and predicts them based on the item and the description. It adds both extracted and predicted line details for all future non-PO invoices received from the supplier.

This type of rule saves a lot of time when you have to consistently code for each separate line on the invoice. Every time an invoice is added to Workday, ElevateAP learns the values entered for each line item and will apply the information to future invoices.

Click to View Steps
  1. Open the invoice that you want to extract lines from.
  2. Enter the Supplier. This is required for all document rules.
  3. Click the menu icon mceclip1.png.
  4. Select Document Rules.
  5. Select Extract Lines and click Save.

This rule only applies to new invoices that are sent to ElevateAP after you click Save. It does not change any invoices that are already in your My Invoices list waiting to be processed.

 

Apply Existing Rules

ElevateAP recognizes when the changes you make to a document match an existing document rule. It will ask you if you want to apply the existing document rule.

When you click Apply Rule, the document rule will automatically fill in the information specified in the rule and replace any other details.

If you have multiple rules for a Supplier, it's helpful to enter the Supplier, Company, and Customer Account number before applying a rule. This will make sure you're applying the correct one.

 

Edit, Delete, or Turn Off Document Rules

Edit or Delete Custom Rules

It's not possible to edit the Supplier, header Company, or Customer Account number of an existing custom rule—you must delete it and create a new one to change that information. But, you can edit any of the other rule details.

To edit or delete a Custom Rule:

  1. Go to the document that has a custom rule applied.
  2. Click the menu icon mceclip1.png.
  3. Select Document Rules.
  4. Under Custom Rule Name, click Edit.



  5. To edit, make any changes and click Save Changes

     6. To delete, click Delete Rule. This will ask you to confirm that you want to delete the rule.

     7. Click Delete Rule to permanently delete the rule.

Turn Off Document Rules

  1. To turn off any of your document rules:
  2. Go to the document that has rules applied.
  3. Make sure to double-check the supplier is correct.
  4. Click the menu icon mceclip1.png.
  5. Select Document Rules.
  6. Choose No Rules.
  7. Click Save.

Your document rules will turn off immediately and future invoices from the supplier will not have any document rules applied. This does not affect any invoices that were already received by ElevateAP.

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