Note: The conditions are the same for both workflows and automations.
The search field in the condition box allows you to search for keywords or criteria to trigger an automatic action.
The conditions can be set up in 3 ways:
-
AND : All conditions must be met on the invoice.
Example: Net amount (line) greater than 30,000 AND VAT code set.
Here, the net amount must be greater than 30,000 and the VAT code must be set on at least 1 of the lines.
-
OR : At least one of the conditions must be met on the invoice.
Example: Net amount (line) greater than 30,000 OR VAT code set.
Here, either the net line amount must be greater than 30,000 or the VAT code must be set on at least 1 of the lines.
-
AND (Match all lines) : All conditions must be met on the invoice on all lines
Example: Net amount (line) greater than 30,000 AND VAT code set.
Here, the net amount must be greater than 30,000 and the VAT code must be set on all lines.
Conditions
Below is an overview of the available search fields for the automation engine in Semine.
Workflows - Triggers based on workflows
| Criteria in Automation Engine (Status in workflow) |
Meaning | |
|
All workflows approved |
Trigger when all workflows are approved for an invoice | |
|
One or more workflows rejected |
Trigger if the workflow is rejected | |
|
No workflow |
Trigger when an invoice has no workflow | |
| Workflow Group Waiting | Trigger when a Workflow Group has the status Waiting | |
| Workflow Group Active | Trigger when a Workflow Group has the status Active | |
| Workflow Group Approved | Trigger when a Workflow Group has the status Approved | |
| Workflow Group Cancelled | Trigger when a Workflow Group has the status Cancelled | |
| Workflow Group Rejected | Trigger when a Workflow Group has the status Rejected | |
| Workflow Waiting | Trigger when a Workflow has the status Waiting | |
|
Workflow Active |
Trigger when a Workflow has the status Active | |
|
Workflow Approved |
Trigger when a Workflow has the status Approved | |
|
Workflow Cancelled |
Trigger when a Workflow has the status Cancelled | |
|
Workflow Rejected |
Trigger when a Workflow has the status Rejected | |
|
Invoice has a workflow with automatic approval |
Date and Time
- Today's date and time
- Current time
Invoice Header
| Criteria in Automation Engine (Invoice Status) |
Field in EHF / Meaning | |
| 1 |
Invoice is duplicate |
Trigger if Semine has found an invoice with the same invoice number for the same supplier |
| 2 |
Supplier is approved |
Trigger if Semine has found the supplier on the invoice |
| 3 | Supplier organization number | Trigger if the org.no in Semine/ERP matches the EHF field <cac:AccountingSupplierParty> ->cbc:EndpointID or cac:PartyLegalEntity->cbc:CompanyID |
| 4 | Supplier org.number from invoice | Trigger if the org.no in Semine/ERP matches the EHF field <cac:AccountingSupplierParty> ->cbc:EndpointID or cac:PartyLegalEntity->cbc:CompanyID |
| 5 |
Auto-posting |
Trigger if the invoice is auto-posted |
| 6 |
Auto-approved |
Trigger if the workflow is auto-approved |
| 7 |
Stopped at validation error status |
Trigger if the invoice gets status Validation Error and another rule uses the action "Stop at Validation Error". This criterion is used if you want to create a rule that triggers given that a rule is created with the criterion "Validation Error". |
| 8 |
Stopped at credit note processing status |
Trigger if the invoice gets status Credit Note Processing and another rule uses the action "Stop at Credit Note Processing". This criterion is used if you want to create a rule that triggers given that a rule is created with the criterion "Credit Note Processing". |
| 9 |
Stopped at pre-control status |
Trigger if the invoice gets status Pre-control and another rule uses the action "Pre-control". This criterion is used if you want to create a rule that triggers given that a rule is created with the criterion "Pre-control". |
| 10 |
Stopped at project status |
Trigger if the invoice gets status Project and another rule uses the action "Project". This criterion is used if you want to create a rule that triggers given that a rule is created with the criterion "Project". |
| 11 |
Marked for re-invoicing |
If checked for re-invoicing Equal/Not equal |
| 12 |
Invoice changed by approver |
Rule triggered if the invoice is changed by a user in the approval workflow |
| 13 |
Requires self-validation |
|
| 14 | Buyer's reference | cbc:BuyerReference |
| 15 | Order reference | cac:OrderReference |
| 16 | Total amount | cac:LegalMonetaryTotal -> cbc:PayableAmount |
| 17 | Net amount |
cac:TaxTotal->cbc:TaxableAmount |
| 18 | VAT amount |
cac:TaxTotal->cbc:TaxAmount |
| 19 | Reporting amount | Trigger if the amount extracted by Semine is as desired |
| 20 |
Invoice status |
Rule triggered based on selected invoice status |
| 21 | Line text (header level) | |
| 22 |
Kid number |
Trigger based on defined KID number |
| 23 | Header note (EHF Note from invoice header) | cbc:Note |
| 24 | Invoice date | cbc:IssueDate |
| 25 | Due date | cbc:DueDate |
| 26 |
Document type |
Invoice / Purchase Invoice / Manual entry / Reminder / Debt Collection / NotInvoice |
| 27 |
Invoice source |
PDF / EHF / Paper / Email / API / EDI |
| 28 |
Invoice type |
Trigger based on whether it is a credit note or invoice |
| 29 |
Receiving channel |
Upload / email / ehfGateway / ehfApi |
| 30 | Currency | cbc:DocumentCurrencyCode - Trigger based on selected currency code |
| 31 |
Buyer |
Trigger if the selected user exists in cbc:BuyerReference |
| 32 |
Invoice created by |
Trigger if the invoice is uploaded by a given user |
| 33 |
Invoice flag |
Trigger based on the flag |
Invoice Line References
| Criteria in Automation Engine | Field in EHF / Meaning | |
| 1 | EHF Accounting Cost | cac:InvoiceLine -> cbc:AccountingCost |
Invoice Lines
| Criteria in Automation Engine | Field in EHF / Meaning |
|
Has accrual (line) |
The condition checks if a date is found in the field Description |
| Net amount (line) | cac:InvoiceLine / cbc:LineExtensionAmount |
| VAT amount (line) | Calculated: net amount and VAT % |
| VAT % (line) | cac:InvoiceLine / cac:Item / cac:ClassifiedTaxCategory / cbc:Percent |
| Total amount (line) | Calculated: Net amount + VAT amount |
| Description (line) | cac:InvoiceLine / cac:Item / cbc:Name |
| Detailed description (line) | cac:InvoiceLine / cac:Item / cbc:Description |
| Note (line) | cac:InvoiceLine / cbc:Note |
| Item number (line) |
The first found in this sequence is used. 2. cac:SellersItemIdentification / cbc:ID 3. cac:StandardItemIdentification / cbc:ID |
| Invoice text (line) | Free text field on the invoice line in SEMINE. |
Invoice References
| Criteria in Automation Engine | Field in EHF / Meaning | |
| 1 | InternalDocTypeCode | |
| 2 | Meter point ID | cac:Delivery -> cac:DeliveryLocation -> cbc:ID |
| 3 | Oslo Tax Collector - AccountingCode | Only available for selected customers |
Purchase Order
| Criteria in Automation Engine | Field in EHF / Meaning | |
| 1 |
Purchase order matches 100% |
Trigger if the order matches 100% |
| 2 |
Initial processing is finished |
|
| 3 |
Purchase order line has "Service Item" dimension |
|
| 4 |
Invoice line has negative net amount |
Trigger if the invoice line has a negative amount |
Clients
- Sub-unit for client
Clients and Settings
| Criteria in Automation Engine | Field in EHF / Meaning | |
|
Status for missing purchaser is activated |
||
|
PO - Automatic approval upon receipt if fully matched |
||
|
PO - Auto-post when approved |
||
|
Workflow type |
||
|
Contract type |
Accounting - Dimension
Dynamic list of dimensions in use - If dimension is applied, the related rule will trigger
Accounting - Interim
Accounting - Category
Accounting - Account
-
Filter expressions/Intervals are defined in the following way in Semine:
AAA:BBB,CCC:DDD - An interval is indicated by a colon between the numbers:
6300:6399.
Here, the automation will react to all values from 6300 to 6399 - Multiple intervals are separated by commas
6300,6320,6350,6399 - It is also possible to combine intervals with individual codes like this:
6319,6320,6350:6399. Here, the automation will start at code 6319 6320 and the interval 6350 to 6399
| Criteria in Automation Engine | Field in EHF / Meaning | |
|
Supplier parameter |
Trigger for selected supplier | |
|
Supplier parameter Expression |
Trigger for suppliers in the interval | |
|
Account parameter |
Trigger for selected account | |
|
Account parameter Expression |
Trigger for accounts in the interval |
|
Department |
Trigger on selected department - Filter expression | |
|
Purchase order type |
Trigger if PO matches criteria | |
|
Invoicing channel |
Trigger based on invoicing channel | |
|
Accounting rule |
Trigger based on accounting rule |
Comments
0 comments
Please sign in to leave a comment.