platform services
Smart Rules and Smart Events Support for AP and AR Reversals
Smart rules and Smart events that invoke actions based on AP bills, AR invoices, or AP/AR adjustments now support reversal behavior.
What's changed
Previously, reversals didn’t trigger Smart rules or Smart events. However, you might need to perform a reversal—say on an AP invoice. When you reverse the invoice, Sage Intacct creates a reversal record. Now if the reversal record meets your Smart rule or Smart event conditions, rules or events associated with the record object get triggered.
Because reversal operations add reversal records, the Smart rules or Smart events triggered can only occur with an Add event. If you edit an existing reversal record, there's no Smart rule or Smart event triggered.
Permissions and other requirements
| Subscription |
|
|---|---|
| Regional availability |
All regions |
| User type |
Business |
| Permissions |
Create Smart rules and Smart events: Permissions to the Platform Services or Customization Services application Bills: List, View, Add, Edit, Post, Reverse Invoices: List, View, Add, Edit, Post, Reverse Adjustments: List, View, Add, Edit, Post, Reverse |
