Collaborati Spend Management (CSM) Components

Account (ACCT)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
ACCT	Account	CreateBudgetAccountOnActivate	CSM - Create Budget Account on Activate	As part of the Budget Request process, this rule automatically creates the required budget account entries when a budget record becomes active in TeamConnect.	Custom Action	Activate
ACCT	Account	CreateBudgetAccountOnCreate	CSM - Create Budget Account on Create if Active	As part of the Budget Request process, this rule generates initial budget account structures at the moment a budget is created, ensuring accounts exist before allocations occur.	Custom Action	Activate, Create
ACCT	Account	CreateTenderAccountOnActivate	CSM - Create Tender Account on Activate	As part of the Tender Request process, this rule creates tender-related account records when a tender object is activated.	Custom Action	Activate
ACCT	Account	CreateTenderAccountOnCreate	CSM - Create Tender Account on Create if Active	As part of the Tender Request process, this rule builds tender account structures during tender creation, enabling financial tracking from the beginning.	Custom Action	Activate, Create
ACCT	Account	PopulateNameInBudgetAccountsOnDelete	CSM - Populate Name in Budget Accounts on Delete	This rule ensures that when a budget account is deleted, dependent fields or name references are populated to preserve reporting clarity.	Custom Action	Delete
ACCT	Account	SetBudgetRequestAllocation	CSM - Set Budget Request Allocation	This rule sets or recalculates allocation percentages or amounts within a budget request, ensuring alignment with budget rules.	Custom Action	Create
ACCT	Account	SetVendorFlagToSyncAccounts	CSM - Set Office Budget Sync Flag When Accounts Posted To	This rule flags vendor records to synchronize account-level information when vendor details relevant to budgeting change.	Custom Action	Create, Update

Alternative Fee Arrangements (AFA$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
AFA$	Alternative Fee Arrangements	populateInitialTotalYearSpend	CSM - Populate Initial Total Year Spend	This rule populates the initial total year spend value when relevant financial or budget-related records are created.	Custom Action	Create
AFA$	Alternative Fee Arrangements	setUpdateFlagOnChange	CSM - Set Update Flag on Change	This rule sets an update flag when a change is detected, ensuring downstream processes or integrations recognize modified data.	Custom Action	Update

Budget Request (BGR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
BGR$	Budget Request	AddBudgetAccountsOnCreate	CSM - Add Budget Accounts on Create	This rule adds default or required budget accounts automatically when a budget-related record is created.	Custom Action	CreateBudgetAccounts.class
BGR$	Budget Request	AdjustAccountsAllocatedOnApproval	CSM - Adjust Accounts Allocated on Approval	This rule updates budget allocation fields to reflect approved amounts after approval.	Custom Action	AdjustAccountsAllocated.class
BGR$	Budget Request	AuditBudgetRequestUpdate	CSM - Audit Budget Request Update	This rule creates audit history entries whenever key budget request fields are updated.	Audit
BGR$	Budget Request	BudgetRequestApproval	CSM - Budget Request Approval	This rule triggers approval routing, phase changes, notifications, or validations when a budget request is submitted for approval.	Approval
BGR$	Budget Request	ClearEmailNotificationIfDueDateIsPostponed	CSM - Clear Email Notification If Due Date Is Postponed	This rule removes or resets previously scheduled reminders when the due date is moved forward.	Custom Action	ClearBudgetEmailNotification.class
BGR$	Budget Request	DenyBudgetRequestDeleteIfNotFinal	CSM - Deny Delete If Not Final	This rule prevents deletion when the budget request is not in a Final or terminal phase.	Security
BGR$	Budget Request	DenySubmissionIfAccountNotAvailable	CSM - Deny Submission If Account Not Available	This rule blocks submission when users attempt to submit a request without valid or active budget accounts.	Validation
BGR$	Budget Request	DenySubmissionIfVendorInactive	CSM - Deny Submission If Office Is Inactive	This rule blocks submission when the associated vendor is inactive.	Validation
BGR$	Budget Request	NewAcceptedCannotBeNegativeOnUpdate	CSM - New Accepted Amount Cannot be Negative on Update	This rule validates the New Accepted value during updates and blocks the update if the value is negative.	Validation
BGR$	Budget Request	PopulateBudgetRequestNameOnCreate	CSM - Populate Budget Request Name on Create	This rule creates a standardized name for budget requests automatically.	Custom Action	PopulateBudgetRequestName.class
BGR$	Budget Request	PopulateCreatedOnBehalfOfOnCreate	CSM - Populate Created On Behalf Of on Create	This rule automatically fills the field when a user creates a budget request on behalf of another user.	Custom Action	PopulateCreatedOnBehalfOf.class
BGR$	Budget Request	UpdateAcceptedAndPreviousAdjustedOnUpdate	CSM - Update Accepted and Previous Adjusted on Update	This rule updates the Accepted Amount and adjusts previous values when a user modifies financial fields.	Custom Action	UpdateAcceptedAndPreviousAdjusted.class
BGR$	Budget Request	UpdateStartingAmountOnUpdate	CSM - Update Starting Amount on Update	This rule recalculates the starting amount during updates based on newly entered or modified values.	Custom Action	UpdateStartingAmount.class
BGR$	Budget Request	ValidateBudgetCurrency	CSM - Validate Budget Currency	This rule checks that the selected currency matches the matter, vendor, or system settings during create or update.	Custom Action	ValidateBudgetRequestBudgetCurrency.class
BGR$	Budget Request	ValidateDueDateOnCreate	CSM - Validate Due Date on Create	This rule ensures the due date is not in the past.	Validation
BGR$	Budget Request	ValidateDueDateOnUpdate	CSM - Validate Due Date on Update	This rule blocks updates when a new due date violates sequencing rules, such as being earlier than allowed.	Validation
BGR$	Budget Request	ValidateDuplicatePendingBudgetRequestOnCreate	CSM - Validate Duplicate Pending Budget Request on Create	This rule prevents duplicate pending requests by checking for existing requests during creation.	Validation
BGR$	Budget Request	ValidateExchangeRate	CSM - Validate Exchange Rate	This rule ensures an exchange rate exists for multi‑currency budgets before processing continues.	Custom Action	ValidateBudgetRequestExchangeRate.class
BGR$	Budget Request	ValidateRequestAndDueDateOnCreate	CSM - Validate Request and Due Date on Create	This rule validates the relationship between the request date and due date, ensuring the request date is on or before the due date.	Validation
BGR$	Budget Request	ValidateRequestAndDueDateOnUpdate	CSM - Validate Request and Due Date on Update	This rule prevents updates that create invalid date sequences.	Validation
BGR$	Budget Request	ValidateRequestDateOnCreate	CSM - Validate Request Date on Create	This rule validates that the request date meets all business and sequencing rules during creation.	Validation
BGR$	Budget Request	ValidateRequestDateOnUpdate	CSM - Validate Request Date on Update	This rule applies the same request‑date validations during updates.	Validation
BGR$	Budget Request	ValidateVendorMatterAssociationOnCreate	CSM - Validate Office Matter Association on Create	This rule ensures a vendor is properly associated with the matter during creation.	Validation

Billing Profiles (BPF$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
BPF$	Billing Profiles	CR201SaveNewFile	CSM - CR201 Currency Validation Save Newly Uploaded File	This rule validates currency settings when saving a newly uploaded file under the CR201 configuration. It ensures that currency values meet the required validation criteria before the file is saved.	Custom Action	Update
BPF$	Billing Profiles	fieldCannotBeBlankIfTK101RuleIsActivated	At least one field should be selected if TK101 rule is activated	This rule ensures that at least one field is selected when the TK101 rule is activated. It prevents the rule from being enabled without specifying the required field configuration.	Validation	Update
BPF$	Billing Profiles	syncAllCappedFeesOnExpenseIncludedChanged	CSM - Sync all Capped Fees on Expenses Included Changed	This rule synchronizes all capped fee configurations when the “Expenses Included” setting is changed. It ensures that fee calculations remain consistent with the updated expense inclusion setting.	Custom Action	Update
BPF$	Billing Profiles	syncTimekeeperDiversityDefinitionChanged	CSM - Sync Timekeeper Diversity Definition Changed	This rule synchronizes related configurations when the Timekeeper Diversity definition is modified. It ensures that diversity criteria updates are consistently reflected across applicable records.	Custom Action	Update
BPF$	Billing Profiles	toleranceBetweenZeroHundred	Tolerance percentage should lie between 0 and 100.	This rule ensures that the tolerance percentage entered falls between 0 and 100. It validates that the value represents a valid percentage range.	Validation	Update
BPF$	Billing Profiles	toleranceCannotBeBlankIfRuleIsActivated	Tolerance percentage cannot be blank if tolerance rule is activated	This rule ensures that the tolerance percentage is provided when the tolerance rule is activated. It prevents the rule from being enabled without specifying a required tolerance value.	Validation	Update
BPF$	Billing Profiles	valueMustBeSelectedForAnyCheckedFieldForTK101Rule	At least one value should be selected for any checked field in rule TK101	This rule ensures that at least one value is selected for any checked field when configuring the TK101 rule. It validates that required selection criteria are properly defined.	Validation	Update
BPF$	Billing Profiles	warningAmountCannotBeGreaterThanRejectionAmount	Tolerance Warning Amount Cannot Be Greater than or Equal to Tolerance Rejection Amount	This rule ensures that the Tolerance Warning Amount is less than the Tolerance Rejection Amount. It validates the logical relationship between warning and rejection thresholds.		Validation

Contact (CONT)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
CONT	Contact	SetHasTKChangesToSyncOnRatesUpdate	CSM - Set Has Timekeeper Changes to Sync On Rates Update	This rule flags the timekeeper as having changes that require synchronization when rate information is updated.	Custom Action	Update
CONT	Contact	SetHasTKChangesToSyncOnUpdate	CSM - Set Has Timekeeper Changes to Sync On Update	This rule marks the timekeeper as needing synchronization when key profile fields change.	Custom Action	Update
CONT	Contact	UnauthorizeAndRejectTimekeeper	Unauthorize and Reject Timekeeper	This rule removes authorization and rejects the timekeeper from further use, typically due to policy or validation failures.	Custom Action	Update

Exchange Rates (EXR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
EXR$	Exchange Rates	ExchangeRatesUpdationAndHistoryRecordsCreation	CSM - Exchange Rate Updation and History Records Creation	This rule updates exchange rates and creates history records when changes occur.	Custom Action	Update

Firm (FIR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
FIR$	Firm	CreateFirmSyncControl	CSM - Create Firm Sync Control	This rule creates synchronization control records for firms used in integrations.	Custom Action	Create
FIR$	Firm	IsContactSelectedForAnotherMapping	Is Contact Selected For Another Mapping	This rule checks if the selected contact is already mapped elsewhere to prevent duplication.	Wizard Action	None
FIR$	Firm	NoCreateIfContactMapped	CSM - Deny Create If Contact Is Already Mapped To A Different Firm	This rule blocks creation when a contact is already mapped. This is to prevent inconsistent firm mappings.	Validation	Create
FIR$	Firm	NoUpdateIfContactMapped	CSM - Deny Update If Contact Is Already Mapped To A Different Firm	This rule blocks creation when a contact is already mapped. This is to prevent inconsistent firm mappings.	Validation	Update
FIR$	Firm	SetFirmTimekeepersHomeOfficeRateValidationEnabled	CSM - Set Firm Timekeepers Home Office Rate Validation Enabled	This rule enables validation of home office rate rules for firm timekeepers.	Custom Action	Update
FIR$	Firm	SetHasChangesToSyncOnUpdate	CSM - Set Has Changes to Sync On Update	This rule flags firm records as having changes requiring synchronization when updates occur.	Custom Action	Update

Firm Timekeeper (FTK$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
FTK$	Firm Timekeeper	CreateFirmTimekeeperSyncControl	CSM - Create Firm Timekeeper Sync Control	This rule creates sync-control records for firm timekeepers.	Custom Action	Create
FTK$	Firm Timekeeper	SetHasChangesToSyncOnUpdate	CSM - Set Has Changes to Sync On Update	This rule flags that a firm timekeeper record has changes requiring synchronization.	Custom Action	Updat

Invoice (INVC)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
INVC	Invoice	AFACappedFeeMatterBasedValidation	CSM - AFA Capped Fee Matter Based Validation	This rule validates that invoice fees do not exceed the matter-level capped fee AFA.	Custom Action	Create, Update
INVC	Invoice	AFAFixedFeeMatterBasedValidation	CSM - AFA Fixed Fee Matter Based Validation	This rule ensures invoice fees match the negotiated fixed-fee amount for the matter.	Custom Action	Create, Update
INVC	Invoice	AFAInvoicePostingRule	AFA Invoice Posting Rule - Post - SYS	This rule performs AFA compliance checks during invoice posting.	Custom Action	Update
INVC	Invoice	AFAInvoiceVoidingRule	AFA Invoice Voiding Rule - Void - SYS	This rule controls how AFA-bound invoices can be voided and ensures proper reversals.	Custom Action	Void
INVC	Invoice	applyVolumeDiscountVendorBased	CSM - Apply Volume Discount Vendor Based	This rule applies volume discounts based on vendor thresholds.	Custom Action	Create
INVC	Invoice	CanNotDeleteInvoiceIfSentToAP	Can not delete invoice if it is sent to AP - SYS	This rule prevents deleting invoices already sent to AP/ERP.	Security	Delete
INVC	Invoice	ContingencyNotAchievedPerClient	CSM(Validation) - Contingency not achieved	This rule blocks contingency fee billing if client-defined conditions aren’t met.	Custom Action	Create
INVC	Invoice	CreateInvoicePayment	CSM - Create Invoice Payment (update)	This rule creates payment/receipt records linked to posted invoices.	Custom Action	Update
INVC	Invoice	CSMAllowAdjNonUSD	CSM Track Changes to Allow International Invoice Adjustments	This rule allows adjustments on non-USD invoices as per CSM rules.	Audit	Update
INVC	Invoice	CSMCannotAdjInternationalInv	CSMCannotAdjInternationalInv	This rule prevents adjustments to all international invoices.	Custom Action	Create
INVC	Invoice	CSMCannotAdjIntInvoiceUpdate	CSMCannotAdjIntInvoiceUpdate	This rule blocks adjustments to international invoices during update.	Custom Action	Update
INVC	Invoice	CSMInvoiceAttachmentEmail	CSM_invattach_email	This rule manages sending invoice attachments through email.	Custom Action	Update
INVC	Invoice	CSMInvoiceTaxAuthEmail	CSM_inv_TaxAuth_email	This rule sends invoice information to tax-authority email channels.	Custom Action	Update
INVC	Invoice	CSMTaxAuthorityAudit	CSM Tax Authority audit rule	This rule logs/audits tax-authority-related compliance actions.	Audit	Create, Update
INVC	Invoice	DiscountLessThanNegotiatedDiscount	CSM(Validation) - Discount percent is less than negotiated discount percent	This rule ensures discounts meet or exceed negotiated discount terms. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	FeeChargesExceedFixedFee	CSM(Validation) - Fee charges exceed agreed fixed fee	This rule rejects invoices where fee charges exceed the fixed fee. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	FeesExceedCompletedMilestone	CSM(Validation) - Fees exceed completed milestone fee total	This rule ensures fees do not exceed value of completed milestones. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	FeesExceedContingencyFeeAmt	CSM(Validation) - Fees exceed Contingency Fee Amount	This rule blocks fees that exceed the client-defined contingency amount. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	FeesExceedsCappedFee	CSM(Validation) - Fees exceed Capped Fee Amount	This rule checks fees against capped-fee limits; blocks overages. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	FeesNotEqualNegotiatedFixedFee	CSM(Validation) - Invoice fee total does not equal Fixed Fee Payment Amount	This rule ensures fee totals exactly equal negotiated fixed fee. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InternationalTaxRoundingValidation	CSM - International Tax Rounding Validation from Collaborati	This rule ensures correct rounding for international tax values by using the tax values that were submitted from Collaborati without performing and additional rounding.	Custom Action	Create
INVC	Invoice	InvcDatePriorToAgreedDate	CSM(Validation) - Invoice Date prior to agreed payment date	This rule blocks invoices dated earlier than the agreed start date. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation1	CSM (Validation) - Fee charges exceed agreed rates	This rule validates that the rates on the Timekeeper's contact record do not exceed the rate amount on the invoice line. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation10	CSM (Validation) - Invoice contains duplicate expense	This rule validates that invoices do not contain duplicate expense charges based on the date, category and amount. Can be across invoices. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation10Update	CSM (Validation) - Invoice contains duplicate expense (update)	This rule validates that invoices do not contain duplicate expense charges based on the date, category and amount. Can be across invoices. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvcValidation11	CSM (Validation) - Invoice line item description contains keywords	This rule validates that invoice line items do not have any of the keywords defined in the rule parameters. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation11Update	CSM (Validation) - Invoice line item description contains keywords (update)	This rule validates that invoice line items do not have any of the keywords defined in the rule parameters. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvcValidation1update	CSM (Validation) - Fee charges exceed agreed rates (update)	This rule validates that the rates on the Timekeeper's contact record do not exceed the rate amount on the invoice line. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvcValidation2	CSM (Validation) - Expense charges exceed acceptable unit costs	This rule ensures validates that expense charges do not exceed the amounts in the Expense Unit Price tool. Note, these values are in the system currency and the rule does not perform currency conversion	Custom Action	Create
INVC	Invoice	InvcValidation2update	CSM (Validation) - Expense charges exceed acceptable unit costs (update)	This rule ensures validates that expense charges do not exceed the amounts in the Expense Unit Price tool. Note, these values are in the system currency and the rule does not perform currency conversion. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvcValidation3	CSM (Validation) - Do Not Allow Multi-Matter Invoice except Line Item Projects with Specified Project Categories	This rule prevents an invoice with multiple matters unless explicitly defined in the rule parameters. The historic standard for legal invoices in one matter per invoice. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation4	CSM (Validation) - Timekeeper billed too much time	This rule validates that a user has not billed more than the number of hours per day in a rule parameter. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation4Update	CSM (Validation) - Timekeeper billed too much time (update)	This rule validates that a user has not billed more than the number of hours per day in a rule parameter. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvcValidation5	CSM (Validation) - Invoice service/expense charges are too old	This rule validates that the service date on an invoice line is not older than the number of dates in the rule parameter. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation5update	CSM (Validation) - Invoice service/expense charges are too old (update)	This rule validates that the service date on an invoice line is not older than the number of dates in the rule parameter. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvcValidation6	CSM (Validation) - Invoice is too old	This rule validates that the invoice date is no older than the date in the rule parameter. Note, this rule should be turned off if the Billing Profiles feature is being used..	Custom Action	Create
INVC	Invoice	InvcValidation9	CSM (Validation) - Invoice contains duplicate Timekeeper charge	This rule checks for duplicate fee lines based on the timekeeper, matter, hours, rate, and category. Can be set to across all invoices. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Create
INVC	Invoice	InvcValidation9update	CSM (Validation) - Invoice contains duplicate Timekeeper charge (update)	This rule checks for duplicate feel lines based on the timekeeper, matter, hours, rate, and category. Can be set to across all invoices. Note, this rule should be turned off if the Billing Profiles feature is being used.	Custom Action	Update
INVC	Invoice	InvoiceAuditRules	CSM - Invoice Audit Rules	This rule is used with the Billing Profile features. It is a wrapper that allows all of the previously mentioned CSM invoice validation rules to run. This allows for all of the rules to be run at once. If an invoice is subsequently rejected, the vendor will see all of the issues with the invoice.	Custom Action	Create
INVC	Invoice	InvoiceCurrencyDoesNotMatchDefaultCurrency	CSM(Validation) - Invoice currency doesn't match vendor currency	This rule validates invoice currency vs client default currency and rejects the invoice if they do not match.	Custom Action	Create
INVC	Invoice	InvoiceCurrencyDoesNotMatchDefaultCurrencyUpdate	CSM(Validation) - Invoice currency doesn't match vendor currency (update)	This rule validates invoice currency vs client default currency and rejects the invoice if they do not match.	Custom Action	Update
INVC	Invoice	InvoiceCurrencyNotMatchVendorCurrencyAFA	CSM - Invoice Currency Not Match Vendor Currency for AFA	This rule validates invoice currency vs client default currency and rejects the invoice if they do not match specifically for invoices that are subject to AFAs.	Custom Action	Create
INVC	Invoice	MattPerctExpenseShareNotEqToNegotiatedAmt	CSM(Validation) - Matter percent share for expenses is incorrect	This rule was part of the original AFA module. It checks to see if an appropriate discount was applied to invoices where a cost sharing agreement AFA exists.	Custom Action	Create
INVC	Invoice	MattPerctFeeShareNotEqToNegotiatedAmt	CSM(Validation) - Matter percent share for fees is incorrect	This rule was part of the original AFA module. It checks to see if an appropriate discount was applied to invoices where a cost sharing agreement AFA exists.	Custom Action	Create
INVC	Invoice	MilestoneNotCompleted	CSM(Validation) - Milestone not completed	This rule was part of the original AFA Module. It checks to see if a milestone was was completed as part of the AFA.	Custom Action	Create
INVC	Invoice	NoInvoiceDeletionWhileSynchronizationisPending	CSM - No Invoice Deletion While Synchronization is Pending	This rule prevents deleting invoices that have not been synced with Collaborati.	Security	Delete
INVC	Invoice	NoInvoiceVoidingWhileSynchronizationisPending	CSM - No Invoice Voiding While Synchronization is Pending	This rule prevents an invoice from being voided if it has not been synced with Collaborati.	Security	Void
INVC	Invoice	RateExceedsBlendedHourlyRate	CSM(Validation) - Line item rate exceeds Blended Hourly Rate	This rule was part of the original AFA module. It checks to see of the blended rate on an invoice line has been exceeded.	Custom Action	Create
INVC	Invoice	removingDeletedInvoicesFromVolume	CSM - Removing Deleted Invoices From Volume AFA	This rule was part of the original AFA module. If an invoice is deleted, it removes the invoice such that it does not show in the Volume discount AFA.	Custom Action	Delete
INVC	Invoice	removingRejectedInvoicesFromVolume	CSM - Removing Rejected Invoices From Volume AFA	This rule was part of the original AFA module. If an invoice is rejected, it removes the invoice such that it does not show in the Volume discount AFA.	Custom Action	Update

Rate Item (RTR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
RTR$	Rate Item	211populateAccept	2.1.1 Populate Accept=Yes for each submitted Rate	This rule pre-populates the Accept field with Yes for each submitted rate. This process assumes that rates will be accepted and the user will reject specific rates if needed.	Pre-Population	Create

Rate Requests (RTR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
RTR$	Rate Requests	AddRatesToTimekeeperOnUpdate	CSM - Add Rates To Timekeeper - Update -SYS	This rule adds rates to the timekeeper's contact record when rate requests are updated. It ensures that timekeeper records remain synchronized with rate requests.	Custom Action	Create, Update
RTR$	Rate Requests	AuditRateRequestUpdate	CSM - Audit Rate Request Update	This rule audits rate request updates. It ensures that changes to rate requests are logged for compliance.	Audit	Update
RTR$	Rate Requests	DenyApprovalOfTKRateCurrencyIfPendingInvoicesExist	CSM - Deny Approval of new Timekeeper Rate Currency if pending Invoices exist	This rule denies approval of new timekeeper rate currencies if pending invoices exist. It ensures financial consistency before rate changes are approved.	Custom Action	Phase Change
RTR$	Rate Requests	DenyRateApprovalWhenOverwriteNotChecked	CSM - Deny Approval if Currency Overwrite not Checked	This rule prevents approval of rate requests unless the currency overwrite option is checked. It ensures that currency changes are explicitly authorized.	Validation	Update
RTR$	Rate Requests	DenyRateRequestDeleteIfNotFinal	CSM - Deny Delete If Not Final	This rule prevents deletion of rate requests unless they are in a final state. It ensures that incomplete requests cannot be removed.	Security	Delete
RTR$	Rate Requests	PopulateCreatedOnBehalfOfOnCreate	CSM - Populate Created On Behalf Of on Create	This rule populates the “Created On Behalf Of” field when a rate request is created. It ensures that delegation is properly tracked.	Custom Action	Create
RTR$	Rate Requests	RateRequestApproval	CSM - Rate Request Approval	This rule manages approval workflows for rate requests. It ensures that rate requests follow the defined approval process.	Approval	Phase Change
RTR$	Rate Requests	RejectTimekeeperOnUpdate	CSM - Reject Timekeeper - Update -SYS	If Rates are required when the timekeeper is authorized, this rule rejects timekeeper records during rate request updates. It ensures that invalid timekeeper data is not accepted.	Custom Action	Create, Update

Sync Transaction Tokens (STT$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
STT$	Sync Transaction Tokens	AuditBudgetRequestIDs	Audit Budget Request IDs	This rule audits budget request IDs when updated. It ensures that budget records are tracked for compliance.	Audit	Update

Tender Account (TDA$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
TDA$	Tender Account	TenderAccountAuditValues	CSM - Tender Account Audit Values	This rule audits changes made to Tender Account values in CSM. It ensures that updates to account-related data are recorded for tracking and compliance purposes.	Custom Action	Update

Tender Requests (TDR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
TDR$	Tender Requests	AddTenderAccountsOnCreate	CSM - Add Tender Accounts on Create	This rule automatically adds Tender Accounts when a record is created. It ensures that required account information is established during the creation process	Custom Action	Create
TDR$	Tender Requests	AddTenderAccountsOnCreate	CSM - Add Tender Accounts on Create	This rule automatically adds the appropriate Tender accounts when a new Tender request is created. It streamlines setup by pre‑populating related accounts without requiring manual entry.	Custom Action	CreateTenderAccounts.class
TDR$	Tender Requests	ApplyAllocationsToAccountsNotSelected	CSM - Apply Allocations to Accounts Not Selected	This rule applies allocation amounts to accounts that were not manually selected. It ensures allocation rules are consistently enforced across applicable accounts.	Custom Action	Phase Change
TDR$	Tender Requests	ApplyAllocationsToAccountsNotSelected	CSM - Apply Allocations to Accounts Not Selected	This rule updates Tender request allocations for accounts that were not explicitly selected when the Tender moves through specific phases. It ensures that allocations remain consistent and correctly applied across all relevant accounts.	Custom Action	TenderRequestAdjustAccountsAllocated.class
TDR$	Tender Requests	ApplyAllocationsToAccountsNotSelectedNoSync	CSM - Apply Allocations to Accounts Not Selected With No Sync	This rule applies allocation amounts to accounts that were not manually selected without triggering synchronization. It ensures allocation updates occur without initiating related sync processes.	Custom Action	Phase Change
TDR$	Tender Requests	ApplyAllocationsToAccountsNotSelectedNoSync	CSM - Apply Allocations to Accounts Not Selected With No Sync	This rule applies Tender request allocations to unselected accounts during certain phase changes, without synchronizing with external systems. It helps keep internal allocation data correct while avoiding outbound updates.	Custom Action	TenderRequestAdjustAccountsAllocated.class
TDR$	Tender Requests	ApplyAllocationsToAccountsPendingApproval	CSM - Apply Allocations to Accounts Pending Approval	This rule applies allocation amounts to accounts that are pending approval. It ensures allocation values remain aligned during the approval process.	Custom Action	Phase Change
TDR$	Tender Requests	ApplyAllocationsToAccountsPendingApproval	CSM - Apply Allocations to Accounts Pending Approval	This rule applies or adjusts Tender allocations for accounts that are pending approval when the Tender changes phase. It ensures that account allocations are properly reflected for items that still require approval.	Custom Action	TenderRequestAdjustAccountsAllocated.class
TDR$	Tender Requests	ApplyAllocationsToAccountsVendorReviewNoSync	CSM - Apply Allocations to Accounts Office Review No Sync	This rule applies allocation amounts to accounts under vendor or office review without triggering synchronization. It ensures allocation consistency while preventing unnecessary sync activity.	Custom Action	Phase Change
TDR$	Tender Requests	ApplyAllocationsToAccountsVendorReviewNoSync	CSM - Apply Allocations to Accounts Office Review No Sync	This rule applies allocations to accounts in the Office (Vendor) Review phase without performing synchronization. It helps reflect allocation changes during review while intentionally limiting external updates.	Custom Action	TenderRequestAdjustAccountsAllocated.class
TDR$	Tender Requests	DeleteAccountsOnReject	CSM - Delete Accounts on Reject	This rule automatically deletes associated accounts when a record is rejected. It ensures that related account data is properly removed following rejection.	Custom Action	Phase Change
TDR$	Tender Requests	DeleteAccountsOnReject	CSM - Delete Accounts on Reject	This rule automatically removes related accounts when a Tender request is rejected at a phase change. It cleans up dependent account records that are no longer needed once the Tender is rejected.	Custom Action	TenderRequestDeleteAccountsOnReject.class
TDR$	Tender Requests	DeleteAccountsOnRejectNoSync	CSM - Delete Accounts on Reject(No Sync)	This rule automatically deletes associated accounts when a record is rejected without triggering synchronization. It ensures cleanup occurs while avoiding additional sync processes.	Custom Action	Phase Change
TDR$	Tender Requests	DeleteAccountsOnRejectNoSync	CSM - Delete Accounts on Reject(No Sync)	This rule deletes related accounts when a Tender request is rejected, without synchronizing those deletions externally. It keeps the internal system clean while preventing outbound sync operations.	Custom Action	TenderRequestDeleteAccountsOnReject.class
TDR$	Tender Requests	DenyTenderRequestDeleteIfNotFinal	CSM - Deny Delete If Not Final	This rule prevents a Tender Request from being deleted unless it is in a final status. It ensures that active or in-progress requests are protected from removal.	Security	Delete
TDR$	Tender Requests	DenyTenderRequestDeleteIfNotFinal	CSM - Deny Delete If Not Final	This security rule prevents users from deleting a Tender request if it has not reached a final state. It protects in‑flight or active Tender requests from being removed prematurely.	Security
TDR$	Tender Requests	IncrementTenderRequestResubmissionCounter	CSM - Increment Tender Request Resubmission Counter	This rule increments the resubmission counter each time a Tender Request is resubmitted. It ensures that the number of resubmissions is accurately tracked.	Custom Action	Phase Change
TDR$	Tender Requests	IncrementTenderRequestResubmissionCounter	CSM - Increment Tender Request Resubmission Counter	This rule increments a resubmission counter whenever a Tender request is resubmitted via a phase change. It tracks how many times a Tender has been resubmitted for reporting or enforcement of resubmission policies.	Custom Action	IncrementTenderRequestResubmissionCounter.class
TDR$	Tender Requests	PopulateTenderRequestCreatedOnBehalfOfOnCreate	CSM - Populate Created On Behalf Of on Create	This rule automatically populates the “Created On Behalf Of” field when a Tender Request is created. It ensures accurate representation of the submitting party.	Custom Action	Create
TDR$	Tender Requests	PopulateTenderRequestCreatedOnBehalfOfOnCreate	CSM - Populate Created On Behalf Of on Create	This rule automatically populates the Created On Behalf Of field when a Tender request is created. It ensures that the record clearly indicates who the request was initiated for, improving transparency and reporting.	Custom Action	PopulateTenderRequestCreatedOnBehalfOf.class
TDR$	Tender Requests	PopulateTenderRequestNameOnCreate	CSM - Populate Tender Request Name on Create	This rule automatically generates and populates the Tender Request Name during creation. It ensures consistent naming and identification of the request.	Custom Action	Create
TDR$	Tender Requests	RemoveAllocationsFromAccounts	CSM - Remove Allocations from Accounts	This rule removes allocation amounts from associated accounts when applicable. It ensures allocation data remains accurate and properly maintained.	Custom Action	Phase Change
TDR$	Tender Requests	RemoveAllocationsFromAccountsNoSync	CSM - Remove Allocations from Accounts No Sync	This rule removes allocation amounts from associated accounts without triggering synchronization. It ensures allocation updates occur without initiating related sync processes.	Custom Action	Phase Change
TDR$	Tender Requests	TdrRequestAdvanceFromNotSubmitted	CSM - Advance Non-collaborati Tender Request from Not Submitted	This rule advances a non-Collaborati Tender Request from the “Not Submitted” status when appropriate conditions are met. It ensures proper workflow progression.	Custom Action	Create
TDR$	Tender Requests	TenderRequestAuditValues	CSM - Tender Request Audit Values	This rule audits changes made to Tender Request values. It ensures that updates to request data are recorded for tracking and compliance purposes.	Custom Action	Update
TDR$	Tender Requests	TenderRequestSetIsCollaboratiTenderFlag	CSM - Set IsCollaboratiTender flag	This rule sets the “Is Collaborati Tender” flag based on the request configuration. It ensures that the request type is properly identified within the system.	Custom Action	Create
TDR$	Tender Requests	TrackTenderRequestExpirationReminderEmailSent	CSM - Track Tender Request Expiration Reminder Email Sent	This rule tracks when an expiration reminder email has been sent for a Tender Request. It ensures proper monitoring of reminder communications.	Audit	Update
TDR$	Tender Requests	TrackTenderRequestHasExpiredEmailSent	CSM - Track Tender Request Has Expired Email Sent	This rule tracks when an expiration notification email has been sent after a Tender Request has expired. It ensures accurate communication tracking.	Audit	Update
TDR$	Tender Requests	TrackTenderRequestPhaseChanges	CSM - Track Tender Request Phase Changes	This rule tracks changes made to the phase of a Tender Request. It ensures that workflow progression and status transitions are properly recorded.	Audit	Update
TDR$	Tender Requests	TrackTenderRequestRejectionEmailSent	CSM - Track Tender Request Rejection Email Sent	This rule tracks when a rejection email has been sent for a Tender Request. It ensures that rejection communications are properly recorded for audit and monitoring purposes.	Audit	Update
TDR$	Tender Requests	ValidateBudgetCurrency	CSM - Validate Budget Currency	This rule validates the currency selected for a budget. It ensures that the budget currency is correctly defined and meets system requirements.	Custom Action	Create
TDR$	Tender Requests	ValidateCompletionDateOnUpdate	CSM - Validate Completion Date on Update	This rule validates the Completion Date when a record is updated. It ensures that the completion date meets defined timeline and status requirements.	Validation	Update
TDR$	Tender Requests	ValidateDueDateOnCreate	CSM - Validate Due Date on Create	This rule validates the Due Date during record creation. It ensures that the due date is properly defined and meets required criteria.	Validation	Create
TDR$	Tender Requests	ValidateDueDateOnUpdate	CSM - Validate Due Date on Update	This rule validates the Due Date when a record is updated. It ensures that modifications to the due date comply with defined validation rules.	Validation	Update
TDR$	Tender Requests	ValidateExchangeRate	CSM - Validate Exchange Rate	This rule validates the exchange rate entered for financial transactions. It ensures that currency conversion values are properly defined and acceptable.	Custom Action	Create
TDR$	Tender Requests	ValidateRequestAndDueDateOnCreate	CSM - Validate Request and Due Date on Create	This rule validates both the Request Date and Due Date during record creation. It ensures that the dates are logically aligned and meet defined timeline requirements.	Validation	Create
TDR$	Tender Requests	ValidateRequestAndDueDateOnUpdate	CSM - Validate Request and Due Date on Update	This rule validates both the Request Date and Due Date when a record is updated. It ensures that any changes maintain proper chronological order.	Validation	Update
TDR$	Tender Requests	ValidateRequestDateOnCreate	CSM - Validate Request Date on Create	This rule validates the Request Date during record creation. It ensures that the request date is properly defined and aligned with system requirements	Validation	Create
TDR$	Tender Requests	ValidateRequestDateOnUpdate	CSM - Validate Request Date on Update	This rule validates the Request Date when a record is updated. It ensures that modifications to the request date meet defined validation criteria.	Validation	Update
TDR$	Tender Requests	ValidateTenderResubmissionLimit	CSM - Validate Tender Resubmission Limit	This rule validates that a Tender Request does not exceed the allowed number of resubmissions. It ensures compliance with configured resubmission limits.	Validation	Phase Change

Tender Comments (TDR$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
TDR$	Tender Comments	CSMCannotDeleteTenderComment	Cannot Delete Tender Comment - SYS	This rule prevents Tender Comments from being deleted. It ensures that comment history remains intact for audit and documentation purposes.	Custom Action	Delete
TDR$	Tender Comments	CSMCannotEditTenderComment	Cannot Edit Tender Comment - SYS	This rule prevents Tender Comments from being edited after they are saved. It ensures the integrity and traceability of recorded comments.	Validation	Update

Timekeepers (TMK$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
TMK$	Timekeepers	CreateTimekeeperSyncControl	CSM - Create Timekeeper Sync Control	This rule creates timekeeper synchronization control flags/records used for eBilling or external integrations.	Custom Action	Create
TMK$	Timekeepers	IsCollaboratiConnectionErrorTIKE	Is there a Collaborati connection error?	This rule flags a timekeeper sync error caused by a Collaborati/eBilling connection issue.	Validation	Update
TMK$	Timekeepers	IsContactSelectedForAnotheTKMapping	Is Contact Selected For Another Timekeeper Mapping	This rule checks if the selected contact is already mapped to another timekeeper to prevent conflicts.	Wizard Action	Wizard
TMK$	Timekeepers	IsContactSelectedToAnotherRejectedTKMapping	Is Contact Selected To Another Rejected Timekeeper	This rule identifies whether the contact was tied to a previously rejected timekeeper mapping.	Wizard Action	Wizard
TMK$	Timekeepers	isTimekeeperUsedByAPendingClientRetrievalInvoice	CSM - is Timekeeper Used By A Pending Client Retrieval Invoice	This rule checks whether the timekeeper is referenced on a pending client‑retrieval invoice and blocks deletion until the sync has occurred.	Security	Delete
TMK$	Timekeepers	IsViewPreviouslyRejectedTK	Is View Previously Rejected Timekeepers	This rule marks or identifies a previously rejected timekeeper for review or handling.	Wizard Action	Wizard
TMK$	Timekeepers	NoCreateIfContactMapped	CSM - Deny Create If Contact Is Already Mapped To A Different TK	This rule blocks creation of a timekeeper mapping if the contact is already mapped elsewhere.	Validation	Create
TMK$	Timekeepers	NoUpdateIfContactMapped	CSM - Deny Update If Contact Is Already Mapped To A Different TK	This rule prevents updates that would create duplicate or conflicting timekeeper-contact mappings.	Validation	Update
TMK$	Timekeepers	SetHasChangesToSyncOnUpdate	CSM - Set Has Changes to Sync On Update	This rule flags the timekeeper as requiring synchronization when key data fields change.	Custom Action	Update
TMK$	Timekeepers	SetSynchronizeTimekeeperListActionOnCreate	CSM - Set Synchronize Timekeeper List Action On Create	This rule queues a sync action so external systems refresh the timekeeper list upon creation.	Custom Action	Create
TMK$	Timekeepers	SetSynchronizeTimekeeperListActionOnDelete	CSM - Set Synchronize Timekeeper List Action On Delete	This rule triggers a sync action when a timekeeper or mapping is deleted to update external systems.	Custom Action	Delete
TMK$	Timekeepers	SetTimekeeperDiverseOnCreateUpdate	Check Diverse Timekeeper	This rule updates diversity (DEI) attributes for the timekeeper during create/update operations.	Custom Action	Create Update
TMK$	Timekeepers	SetTimekeeperRateSyncFlag	CSM - Set Synchronize Timekeeper Rate Action on Update	This rule marks the timekeeper for rate synchronization when rate information changes.	Custom Action	Update
TMK$	Timekeepers	UnauthorizeTKOnDelete	CSM - Unauthorize Timekeeper on Delete	This rule revokes timekeeper authorization when the timekeeper record or mapping is deleted.	Custom Action	Delete
TMK$	Timekeepers	UnmapTKOnDelete	CSM - Unmap Timekeeper on Delete	This rule removes the association between the timekeeper and vendor/contact on delete.	Custom Action	Delete

Offices (was Vendors) (VEN$)

Object	Object Name	Unique Key	Rule Name	Rule Description	Rule Type	Order
VEN$	Offices (was Vendors)	AuditUpdatesToOfficeBillingCurrency	CSM - Audit Updates to Office Billing Currency	This rule writes audit-log entries when an office billing currency is changed.	Audit
VEN$	Offices (was Vendors)	ChangeTimekeeperMapping	CSM - ChangeTimekeeperMapping	This rule updates the timekeeper–vendor mapping and applies any required synchronization flags.	Custom Action	ChangeTimekeeperMapping.class
VEN$	Offices (was Vendors)	CreateCodeAuthorization	CSM - Create Code Authorization	This rule creates a code-authorization record controlling permissible codes for vendors/timekeepers.	Custom Action	CreateCodeAuthorization.class
VEN$	Offices (was Vendors)	CreateVendorSyncControl	CSM - Create Vendor Sync Control	This rule initializes or updates vendor synchronization-control records for external integration.	Custom Action	CreateVendorSyncControl.class
VEN$	Offices (was Vendors)	DenyDeleteIfVendorHasInvoicesNotPostedOrPendingApp	CSM - Deny Delete If Vendor Has Invoices Not Posted Or Pending Approval	This rule prevents deleting a vendor that has invoices pending approval or not yet posted.	Security	Delete
VEN$	Offices (was Vendors)	DenyDeleteIfVendorIsActive	CSM - Deny Delete If Office Is Active	This rule blocks deletion of any vendor that is currently in Active status.	Security	Delete
VEN$	Offices (was Vendors)	DenyVendorDeactivateIfHasPendingBudgetRequests	CSM - Deny Deactivate If Vendor Has Pending Budget Requests	This rule prevents vendor deactivation when associated budget requests are still pending.	Validation	Update
VEN$	Offices (was Vendors)	DenyVendorDeactivateIfHasPendingRateRequests	CSM - Deny Deactivate If Vendor Has Pending Rate Requests	This rule prevents vendor deactivation when rate-update requests are still pending.	Validation	Update
VEN$	Offices (was Vendors)	DetectOverlappingDateRangesForVendorRatesOnUpdate	CSM - Detect Overlapping Date Ranges For Vendor Rates On Update	This rule detects and prohibits overlapping vendor-rate date ranges during updates.	Custom Action	Update
VEN$	Offices (was Vendors)	IsCollaboratiConnectionErrorVEND	Is there a Collaborati connection error?	This rule flags a vendor-sync failure caused by a Collaborati/eBilling connection error.	Validation	Update
VEN$	Offices (was Vendors)	IsContactSelectedForAnotherMapping	Is Contact Selected For Another Mapping	This rule checks if the selected contact is already mapped to another vendor or timekeeper.	Wizard Action	Wizard
VEN$	Offices (was Vendors)	NoCreateIfContactMapped	CSM - Deny Create If Contact Is Already Mapped To A Different Vendor	This rule blocks creation of a new mapping when the contact is already mapped elsewhere.	Validation	Create
VEN$	Offices (was Vendors)	NoUpdateIfContactMapped	CSM - Deny Update If Contact Is Already Mapped To A Different Vendor	This rule blocks updates that would cause conflicting or duplicate contact mappings.	Validation	Create
VEN$	Offices (was Vendors)	SetCodeListSynchronizationonUpdate	CSM - Set Code List Synchronization on Update	This rule sets the code-list synchronization flag when a vendor record is updated (lowercase variant).	Custom Action	Update
VEN$	Offices (was Vendors)	SetHasRatesToSyncFlagWhenRateCategoryChanged	CSM - Set HAS_RATES_TO_SYNCHRONIZE Flag When Rates Per TK Category Are Changed	This rule marks the vendor for rate synchronization when a rate-category mapping is changed.	Custom Action	Update
VEN$	Offices (was Vendors)	SetHasRatesToSyncFlagWhenVendorCodeAuthAreChanged	CSM - Set HAS_RATES_TO_SYNCHRONIZE Flag When Task Code Authorization Is Changed	This rule flags the vendor for a rate synchronization when vendor code authorizations change.	Custom Action	Update
VEN$	Offices (was Vendors)	SetHasRatesToSyncFlagWhenVendorCodeRatesAreChanged	CSM - Set HAS_RATES_TO_SYNCHRONIZE Flag When Rates Per Task Code Are Changed	This rule flags that vendor rates require synchronization when rate values are modified.	Custom Action	Update
VEN$	Offices (was Vendors)	SetHasVendorChangesToSync	CSM - Set Has Changes to Sync On Update	This rule marks the vendor record as having changes that must be synchronized to Collaborati	Custom Action	Update
VEN$	Offices (was Vendors)	SetSyncAllTKRatesFlagWhenVendorCodeAuthAreChanged	Set SYNCHRONIZE_ALL_TIMEKEEPER_RATES Flag When Task Code Authorization Is Changed	This rule forces a complete re-synchronization of all timekeeper rates when vendor code authorizations change.	Custom Action	Update
VEN$	Offices (was Vendors)	SetSynchronizeVendorListActionOnCreate	CSM - Set Synchronize Vendor List Action On Create	This rule queues a vendor-list synchronization action when a new vendor is created.	Custom Action	Create
VEN$	Offices (was Vendors)	SetSynchronizeVendorListActionOnUpdate	CSM - Set Synchronize Vendor List Action On Update	This rule queues a vendor-list synchronization action when a vendor is updated.	Custom Action	Update
VEN$	Offices (was Vendors)	SetSyncTimekeeperDefaultContactOnUpdate	CSM - Set Synchronize Timekeeper Default Contact Action On Update	This rule keeps the timekeeper’s default contact in sync when updates occur.	Custom Action	Update
VEN$	Offices (was Vendors)	SetSyncTimekeeperListOnUpdate	CSM - Set Synchronize Timekeeper List Action On Update	This rule sets the timekeeper-list synchronization flag during updates.	Custom Action	Update
VEN$	Offices (was Vendors)	SetSyncTimekeeperListOnDelete	CSM - Set Synchronize Timekeeper List Action On Delete	This rule queues a timekeeper-list sync action when a mapping is deleted.	Custom Action	Delete
VEN$	Offices (was Vendors)	UpdateNumberOfUnmappedVendors	CSM - Update Number Of Unmapped Vendors On Delete	This rule recalculates and updates the count of unmapped vendors.	Custom Action	Delete
VEN$	Offices (was Vendors)	updateTimekeeperDEIInfoOnOfficeSettingChange	Office - Update Timekeeper DEI Info on Setting Change	This rule updates timekeeper DEI details when office-level settings change.	Custom Action	Update
VEN$	Offices (was Vendors)	ValidateFromToDateCreate	Validate From To Date - Create	This rule validates the From/To date range during record creation to prevent invalid or reversed date ranges.	Validation	Create
VEN$	Offices (was Vendors)	VendorAFAUpdateRule	Vendor AFA Update Rule	This rule applies AFA-related updates for vendors to maintain data consistency for volume discounts, flat fee and capped fee AFAs	Custom Action	Update