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Setting document handling rules

To set the document handling rules

  1. On the Admin menu, click Security, then click Approval Chains. The Approval Chains form appears.
  2. On the menu bar for the Approval Chains form, click Rules. The Document Rules form appears.
  3. Click Add Document Rule.
  4. In Type, choose the type of document rule. This will be 'Purchase Order Update', 'Supplier Shipment', 'Purchase Invoice', 'Purchase Credit Note', 'Requisition', 'Inventory', 'Contract', 'Supplier Catalog' or 'Item Attribute'.
  5. In Rule Name, type the name of the rule.
  6. In Description, type a description for the rule.
  7. Click Continue.
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