When a community is configured to route approvals by Account Code, requisitions are directed to specific approval chains based on rules defined in the Rulesets tab. These rules determine which account codes trigger which approval workflows.

Management and Permissions

Only users with the Community Administrator or Approval Administrator role can manage these rules.

• Note: To add an entirely new Rule (as opposed to a ruleset within a rule), you must contact your Unimarket Customer Success Manager.

Important Implementation Notes

1. Full Replacement: When you import this CSV, all existing rules for that specific ruleset are deleted and replaced by the content of the file. Always export a backup before importing.

2. Order of Operations: Rules are processed from top to bottom in the file. Ensure your most specific rules (VALUE/RANGE) are at the top, and your most general rules (ANY/Wildcards) are at the bottom.

3. Case Sensitivity: Matching for Single Value and Range is not case-sensitive.

4. Character Limits: Each part value has a maximum length of 25 characters.

Add An Individual Rulesets

Rulesets are processed from top to bottom. It is recommended to have a "Catch All" rule at the end of the list to handle any codes not explicitly defined.

1. To add a ruleset, go to Administration > Approvals > Rulesets tab and select the rule name.

2. Select Add Rule and the Add Rule pop-window will appear

3. Complete all fields marked with a red asterisk. On the Format field is complete, the Part and Type field will populate to select the desired Type and configure.

Sample Scenario #1: If the community desires to add any rulesets to their Finance approval chain. That is assigned to their Departmental Approvals (account code) rule. The user would action the following:

Sample Scenario #2: If the community desires to add rulesets 650 (single value) to their Finance approval chain. That is assigned to their Departmental Approvals (account code) rule. The user would action the following:

Sample Scenario #3: If the community desires to add rulesets 723-750 (range) to their Facilities approval chain. That is assigned to their Departmental Approvals (account code) rule. The user would action the following:

4. Once completed, select Add. To add additional rulesets, select Add More.

Ordering Rules

Because rules are processed sequentially, positioning is critical. Use the up arrow to move specific rules above general ones or the "Catch All" rule.

Bulk Management (Import/Export)

Administrators can update rulesets in bulk using CSV files.

• Export: Select the rule name > More Actions > Export Rules. Access the file via the "here" hyperlink in the Job Submitted pop-up.

• Update the file using the CSV Column Requirements and Dictionary (below)

• Import: Select More Actions > Import Rules and upload your updated CSV, by selecting Browse. Once completed, select OK.

CSV Column Requirements

The file structure depends on the number of "parts" in your account code.

• Mandatory Columns: Chain, Format, and PartType (e.g., Part1Type).

• Values: If a part is set to VALUE, PartValue must be filled. If set to RANGE, both Lower and Upper bounds must be filled.

Warning on Imports: Importing a ruleset file will delete and replace all existing account code rules within that rule with the contents of the new file.

CSV Column Dictionary

Here is the technical specification for the CSV file used to bulk import or export Account Code Approval Rules.