About Strategy Ruleset Defaults

Overview

You must define a default for a ruleset and, optionally, for individual rules. A ruleset default is the assignment that eCredit makes if the ruleset logic is otherwise unable to assign the invoice. The default is a safeguard to ensure that all invoices are assigned and treated.

For each rule, you can also define a rule default. A rule default has no condition, but has a result. The result is either a next rule for evaluation or an assignment. The default condition is always evaluated last, so it is applied to only invoices that did not meet any previous conditions for the rule.

A default condition for a rule is a shorthand way of handling all invoices not covered by the conditions you have created.

You would create a default for a rule if you know that some invoices will not match any of the conditions for the rule. For example, if you create a rule for the Customer Name attribute to assign invoices for a select group of customers to a segment, you could create a default condition to move all other invoices on to another rule or a segment.

Related topics

• Getting Started with Rulesets

• About Root Rules for Strategy Rulesets

• About Selecting Attributes for Strategy Rules

• About Adding Conditions for Strategy  Rules

• About Modifying Strategy Rulesets

• About Deleting Strategy Rulesets