Criteria Groups
A criteria group contains a set of criteria that determines which documents a route or reader applies to. Criteria groups are reused in both advanced routes and readers.
Overview
The overview shows per criteria group: Active, Code, and Description.
Detail Page
The detail page contains two tabs: Criteria Group and Audit.
The Criteria Group tab includes the following basic fields:
| Field | Description |
|---|---|
| Code | Unique identification code (mandatory). |
| Description | Description of the criteria group (mandatory). |
| Active | Toggle to enable or disable the criteria group. |
Below are sections per criteria type. Each section has an Add button to add a criterion and a Delete button per row. The following criteria types are available (depending on what is enabled in the advanced routing configuration):
Section: Company
| Field | Description |
|---|---|
| Value Option | Indicates how the value is compared (e.g. VALUE). |
| Values | The company number or company code (mandatory). |
| Type | Indicates whether the criterion applies at header or line level (e.g. Irrelevant, Line fields). |
Section: Dimension
| Field | Description |
|---|---|
| Value Option | Indicates how the value is compared (e.g. VALUE). |
| Company | The company to which the dimension is linked (mandatory). |
| Dimension | The type of dimension, e.g. CostCenter (mandatory). |
| Values | The specific dimension value(s) (mandatory). |
| Type | Indicates whether the criterion applies at header or line level (e.g. Line fields). |
Section: Routing Type
Add a routing type via add. Available types depend on what is enabled in the advanced routing configuration (e.g. cost invoices, logistics invoices).
Section: Supplier
Add one or more suppliers as criteria via add.
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More information
This article is part of the guide Advanced Routes 2.0.