Listing Global Rules

Global rules are part of the Account Reconciliation configuration settings.

To list global rules in the application:

1. From the Home page, select Application, and then Configuration.
2. Select the Global Rules tab.

   The Global Rules page is displayed and it shows the existing global rules.

The Order column shows the order in which the global rules are run. The Enabled column indicates if the global rule is enabled. Service Administrators can use this to enable or disable global rules. See About Global Rules.

Actions Performed Using the Global Rules Tab

• New - create a new global rule
• Edit – modifies the definition of the selected global rule
• Delete – deletes the selected global rule

  Global rules that are referenced in a reconciliation workflow cannot be deleted.

• Duplicate – creates a new global rule by duplicating the selected rule

  The new rule uses the same name as the original rule with the prefix "Copy of".

• Move to Top, Move Up, Move Down, and Move to Bottom – moves the selected global rule within the list of displayed rules

  Moving rules changes the order in which the global rules are displayed and run.

• View - specify the columns to display and the order in which they are displayed in the Global Rules page

  Use the Columns option to select the columns and the Reorder Columns option to change the order of the columns.

• Filter the displayed data

  In addition to the default filters, use Add to create new filters.