Rules Evaluation for User-Defined Holds

Every eligible Payables invoice is assessed according to the rules to ascertain if a user-defined hold must be placed or an existing hold must be released from the invoice.

The user-defined rules evaluation happens during two separate events.

• When invoices are created through the Payables Invoice Import process.
• When invoices are validated either online or through the Validate Payables Invoice process.

User-Defined Holds in Invoice Import Process

The first time an invoice is assessed for user-defined holds is when its created by using the import process. The invoice import process is more resilient to exceptions raised during the evaluation of user-defined holds because the invoice can be reevaluated for user-defined holds in several succeeding events. This means that the invoice import job continues to import invoices and doesn't end in error for any issues during the user-defined hold evaluation. Nonetheless, the invoice import process logs accurately about the error details.

User-Defined Holds in Validate Invoice Process

Invoice validation is the final event for assessing a Payables invoice for user-defined holds. As a result, this process isn't tolerant of exceptions from the user-defined hold evaluation. It indicates that the validation job fails if an issue occurs during the evaluation of the user-defined holds. Users can inspect validation job logs and take appropriate action.