The SAP Business Network default transaction rules are pre-configured during account provisioning. These are based on the scope of your deployment and SAP best practices. If you require changing a baseline rule to align with business or technical requirements, you will need to test this accordingly. After this lesson, you will understand the purpose of transaction rules and how they function.
Watch the video to understand the function of Transaction Rules -
When supplier group rules and/or country-based invoice rules are activated, the rules are evaluated against each other. Review the decision tree to familiarize yourself with the process.
Always think of the rules like a funnel: set up default transaction rules to be the least restrictive and become more restrictive with the supplier group rules and then the country-based invoice rules.
Remember that:
- Allow Rules need to be "checked" at both levels: the default transaction/supplier group and country-based invoice rules are to be applied.
- Require Rules "checked" at the default transaction level will override an "uncheck" at country level, and the require rule would be applied regardless of the country-based invoice level setting.
- Not all rules will apply to your processes, requirements, or solution scope.
- Consult with your tax/legal advisors to determine the applicability of any business rule you wish to implement.
Navigating the Default Transaction Rules
To access the Default Transaction Rules, log into your SAP Business Network account. Select your initials and select "Manage Profile"
On the next screen, select the link for Default Transaction Rules.
Some rules are conditional and are not displayed unless another rule is checked or unchecked. By checking or unchecking one of these types of rules, an additional rule(s) may be enabled, displayed or disabled. For example, checking the box for "Override Purchase Order Rules" will display a list of additional rules to be configured.
When you need additional guidance on the purpose of a rule, you can select the information icon to learn more.
