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Smart Rule - Supplier Creation at Top Level only

To ensure that all suppliers within Sage Intacct are created at top level create the following Smart Rule


Navigate to the Smart Rule Wizard either by Customisation Services or Platform Services > Smart Rules > Add


The wizard guides you through the process of designing your smart rule


Step 1 Choose object to extend Select Supplier
Step 1 Choose object to extend Select Supplier

 

Step 2 a. Type Select Error | b. Events Select Add & Set | c. Condition Enter ("{!USERPROFILE.CONTEXTLOCATION!}" == "ROOT") | d. Error message Enter Supplier must be created at Top Level
Step 2 a. Type Select Error | b. Events Select Add & Set | c. Condition Enter ("{!USERPROFILE.CONTEXTLOCATION!}" == "ROOT") | d. Error message Enter Supplier must be created at Top Level



Step 3 Smart rule ID Enter TOPLEVEL_SUPPLIER | Click Save
Step 3 Smart rule ID Enter TOPLEVEL_SUPPLIER | Click Save



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