Tutorial: Set Up Keyword Coding Rules
Goal: Automate document coding by creating rules that apply specific values (like GL codes or dimensions) when certain keywords are detected in document fields (like line descriptions).
Persona: Chloe Davis (IT Systems Administrator) or Fatima Ahmed (Finance Administrator)
Keyword coding rules provide a simple yet powerful way to automate coding based on the text content of your documents. By defining rules like "If the line description contains 'Freight', set the Account Code to 'Freight Expense'", you can significantly reduce manual coding effort for common scenarios.
This tutorial covers accessing the keyword rule configuration area and setting up a basic rule.
Steps:
Let's start by finding where to configure these rules.