Automation conditions explanation

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

1. Today's date and time
2. 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. 1. cac:BuyersItemIdentification / cbc:ID 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

1. 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