Exception Rules

You can create rules to proactively monitor for and receive notifications on exceptions based on the criteria you set within the rule. There are two type of rules you can create within Syncrofy, SLA and Value. 

SLA Rule: A time-based validation that notifies you when a follow-up document has NOT been processed after receiving one from a trading partner. For example, you can create an SLA Rule that runs only on documents from a specified partner to ensure a purchase order (PO) was acknowledged within 24 hours.

Value Rule: A rule that allows you to monitor specific values in the header of a document and be notified if a specific criteria is met. For example, if the total of an invoice is over a specified dollar amount.

Note: If you do not assign an exception rule to a specific user, then all users who have access to manage exceptions will receive a notification.

Creating an SLA Rule

1. Click the User icon in the upper right-hand corner.
2. Click the "Settings" link. 
3. Under "Company Settings," select "Exception Rules."
4. Click the Add SLA Rule button on the right side of the screen.
5. Click the "Create exception when..." box and choose the event you wish to monitor (e.g. Invoice Processed, Purchase Order Processed). 
6. Select Add Filter to apply a filter to the document type (e.g. Add an "Invoice #" filter to an "Invoice Processed" exception to monitor a specific range of invoices).
7. Click the "And ensure..." box to add a follow-up document within a specific time frame. For example, when a Purchase Order is processed from a specific partner, you can get notified if it is NOT followed by a Purchase Order Acknowledgment within 7 days.
8. Click the "Processed By..." box to choose the parameter which will trigger the exception (specific time or specfic field in the source document).
9. In the "Within" box, enter the specified time frame for selection in Step. 8 (e.g. 1d 4h or 7d) and the desired unit of time (seconds, hours, days, etc.) in the box below.
10. Under, "And Assign to," type in the name of the user you wish to assign the exception to in the text box.
11. Click the Confirm button to save.

Creating a Value Rule

1. Repeat Steps 1-3 above. 
2. Click the Add Value Rule button on the right side of the screen.
3. Click the "Create exception when..." box and choose the event you wish to monitor (e.g. Invoice Processed, Purchase Order Processed). 
4. Select Add Filter to apply a filter to the document type (e.g. Add an "Invoice #" filter to an "Invoice Processed" exception to monitor a specific range of invoices).
5. Click the "Add Validator" link and select the specific value you wish to be notified on. For example, you can be alerted when an invoice with a total amount greater than $5000 is processed. Validators are unique to each document event. 
6. Under, "And Assign to," type in the name of the user you wish to assign the exception to in the text box.
7. Click the Confirm button to save.

Managing Rules

You can easily manage your SLA and Value Rules by clicking the corresponding buttons to the right of the rule on the Exception Rules Screen. Manage options include turning a rule ON or OFF, editing a rule, or deleting a rule.

For a closer look at functionality for Exception Rules, here is a brief tutorial video: