Promoting Rulesets

Procedure

When you have completely defined a ruleset, and are ready to use it to assign invoices as they come through the interface, you promote the ruleset to live operation.

To promote rulesets:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Policy Administration tab, select Rulesets.
    The Rulesets screen appears.

  3. Select the option button for the ruleset that you want to promote, and click Promote.
    The ruleset is promoted to be the ruleset used by the invoice interface when processing new invoices. The promoted ruleset appears at the top of the list with a green check mark to indicate its status. If there was a previously life ruleset, it is automatically removed as the life ruleset.

Important:  When promoting a new ruleset, it is recommended that you do not delete the previously live ruleset. The ruleset is then available for quick rollback if it is needed.