This rule ensures that all invoices submitted for post are either single-matter invoices, or multi-matter invoices that belong to specific project categories for the appropriate time period. This validation rule is triggered on invoice creation (for manual invoices).
Note: This is an optional rule; do not set this rule if your company allows multi-matter invoices, or if you wish to allow vendors to submit multi-matter invoices under specified conditions.
- This Rule is Active—Select this check box to activate the rule. If an invoice is created with multiple matters, all projects of the invoice will be checked against project categories that accept multiple matters for all line items of the triggered invoice. Incompliant invoices will be automatically rejected.
- Rejection Reason—Type a warning message to display when this rule is triggered (manual invoices only). If the triggered invoice has multiple projects and the triggered invoice line item has a project with categories NOT defined in the Project Categories parameter, the invoice will be rejected, and this warning will display when the user attempts to save the invoice. The default warning message is: "Multi-matter invoices are not accepted."
- Project Categories—Select one or multiple project categories that allow multiple matters to be submitted on an individual invoice.