Who this is for. SuperAdmins. Access. Requires the
TEAM_MANAGEMENTpermission and the feature enabled for the tenant. See the Roles and Access Reference. Applies to. AP Invoices only.
A document rule routes an AP Invoices document, which is the invoice the agent extracts from an incoming email. Document rules sit on the Document Rules tab of the policy and are evaluated only against documents.
Condition attributes on a document rule
The attribute list is not fixed. It is fetched for your tenant, your connected source and the function the policy is bound to, so two policies on the same tenant can offer different attributes. The set below is what an AP policy on a SmartVendor flow offers.
The attribute list changes with the kind of rule you are building. Set the kind first, then write the conditions. A condition written under the wrong kind is scoped to the wrong work and will not route what you expect.
Table 1. Condition attributes on a document rule
Attribute |
What it reads |
|---|---|
Email From |
The address that delivered the invoice into the mailbox, not the vendor address printed on the invoice. |
Email From Domain |
Everything after the @ of that sending address. |
Vendor |
Vendors picked from your synced vendor records. |
Vendor Name |
The vendor name, by text match or by alphabetical range. |
Supplier Group |
The supplier group on the matched vendor record. Workday sources only. |
Supplier Default Payment Method |
The vendor default payment type. Workday sources only. |
Supplier Category |
The vendor category on the matched vendor record. |
Entity |
The legal entity on the invoice. Only the invoice entity is considered, never an entity linked to the vendor. |
Address |
The address on the invoice. |
Vendor Status is not offered on a document rule. Vendor matching does not run for inactive vendors, so the condition could never match. It stays available on task rules.
The three supplier attributes read the matched vendor record, so they match only once the vendor has been identified.
Actions a document rule can take
A document rule can assign to a user or a team. On a SmartVendor agent with AP invoice auto-assignment turned on, Set is not offered at all: the rule carries a single Assign action and no Add Action button.
Related information
For the rule builder, operators, rule order and the default assignee, which are the same for both kinds of rule, see Build Assignment Rules.
For the policy that holds the rules, see Create a Distribution Policy.
When a document arrived without an owner, see Troubleshoot Document Distribution.
To work an assigned document, see Working with Assigned Documents.