9.3 Creating Rules

You create a rule to specify the way you want a particular task or business process to be carried out by the application. Creating a rule is a process in which you specify the properties for the rule itself.

To create a new rule, follow these steps:

1. Navigate to the Rule Summary page of the Rule you want to create. Every rule has a separate Summary page.
2. Click Add to display the Rule Definition page.
3. Enter a name for the rule.

   The name of a rule must be unique within the selected folder for each rule type.

4. Select the folder in which you want to store the rule.

   (Optional) Enter a description for the rule.

5. Select the required access for other users.
6. Click Apply or Save, depending on the rule type.
7. Specify any other properties or options that may apply for the rule that you are creating.

To create a new rule/process in Cash Flow Edit window, follow these steps:

1. Navigate to the Rule Summary page of the Rule you want to create. Every rule has a separate Summary page.
2. Click Add to display the Rule Definition page.
3. Enter a name for the rule.

   The name of a rule must be unique within the selected folder for each rule type.

4. Select the folder in which you want to store the rule.
5. (Optional) Enter a description for the rule.
6. Select the required access for other users.
7. Click Apply or Save, depending on the rule type.
8. Specify any other properties or options that may apply to the rule that you are creating.