Recent updates
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Adding or Updating an Accrual via Code
Updated onArticleThe following global Apex method can be used to add or update an accrual.
SPEND MANAGEMENT (SM) Configuration & Automation (SM) Accruals: Global API Functions
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Retrieving an Accrual via Code
Updated onArticleThe following global Apex method can be used to retrieve an accrual by it's record id.
SPEND MANAGEMENT (SM) Configuration & Automation (SM) Accruals: Global API Functions
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How do I create an invoice rule?
Updated onArticleInvoice Rules are the basic building blocks of Spend Management. An invoice (or billing) as a representation of the fees or expenses that have been billed, usually by an outside counsel, is scanned for compliance against the Invoice Rules that can be setup specific to individual accounts or matters.
As an outcome of this compliance check, the line items within the invoice are flagged with an appropriate reason as configured within these rules.SPEND MANAGEMENT (SM) Use & Learn (SM) Invoice Rules Overview
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Processing an Assignment Rule Set via Code
Updated onArticleThe following Apex method can be used create a new document via custom coding. Please be aware this method requires knowledge of Force.com best practices and as always we suggest testing your code in the Sandbox.
Syntax:
AssignmentRulesService.processRule(
@ruleId,
@listOfRecordIds
);
Parameters:
@ruleId
Required. The Assignment Rule Set Id to be used for processing the source record for predefined assignment actions.@listOfRecordIds
Required. The list of Id value of the base object's source records for which Assignment Rule Set should be processed for.Result:
The function call will return a JSON formatted string in this format: {success:"",result:""}
success
Will be either TRUE or FALSE
result
A confirmation text of completion OR error text if the process is halted by an unexpected error.Example:
AssignmentRulesService.processRule(
'a0b9000000RJhKT',
new list<Id> {'a0d9000000GTrsg', 'a0d9000000GTrqa'}
);MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets
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Processing an Assignment Rule Set via Process Builder
Updated onArticleThe following technique has been developed to provide organizations with the ability to automatically process an Assignment Rule Set from within the Process Builder.
Use the following custom Apex Class to facilitate using the Process Builder.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets
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How are assignment rule sets invoked?
Updated onArticleInvoking a Rule Set implies the rules within the Rule Set will be applied to an existing record. Assignment Rule Sets may be invoked in a variety of ways.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets
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How do I use the rule set import/export features?
Updated onArticleThe Assignment Rule Set import/export features allow your organization to perform mass editing in a spreadsheet application, such as Microsoft Excel. This is very useful when managing large sets of Rules. Simply export your current rules, modify the columns in Excel and then re-import.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets
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How do I navigate the rule set editor?
Updated onArticleThe Rule Set Editor is a grid style user interface designed for easily editing rows and columns of information. The grid is subdivided by grouped columns of Assignment and Criteria.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets
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How do I create or edit an assignment rule set?
Updated onArticleNew Rule Sets are created using the standard list-form navigation paradigm found throughout AdvoLogix. For example, using the New button from the Assignment Rule Set list tab.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets
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What are assignment rule sets?
Updated onArticleAssignment Rules automate and simplify the process of assigning new Matters (or other record types) to those members of your team with specific ownership responsibilities. Rules are grouped into Rule Sets and managed as a collection of mutually exclusive assignment criteria.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) Assignment Rule Sets