Auto Capitalisation
- If the Auto capitalise box is ticked on the Asset Capitalisation Rules, and the Invoice complies with all the requirements of the Asset Capitalisation Rules, then the Auto capitalisation automation will be able to create an asset from the invoice and auto-capitalise it.
Edit Auto Capitalisation Automation
Auto Capitalisation Automation
From the Finder Side Menu, select Automations.
Double click on Auto Capitalisation to open up the details, then select Edit..
Automation type - select from the list of Automated Document Types.
Description - defaulted to be the automation type description. It should be overwritten if multiple automations are created for the same automation type.
From doc type - select the available Document type, ones to be included in the document evaluated.
To doc type - select all possible destination Document type for this Automation.
Trigger - defines when the automation will be run.
- Automatic upon posting.
- Allow manual run.
- Manual run only.
- Document selection only.
Default - select the Document type for the document(s) that will be created.
Select Save when complete.
Edit Manual Capitalisation Automation
Manual Capitalisation Automation
From the Finder Side Menu, select Automations.
Double click on Manual Capitalisation to open up the details, then select Edit.
Automation type - select from the list of Automated Document Types.
Description - defaulted to be the automation type description. It should be overwritten if multiple automations are created for the same automation type.
From doc type - select the available Document type, ones to be included in the document evaluated.
To doc type - select all possible destination Document type for this Automation.
Trigger - this will be Manual only.
Default - select the Document type for the document(s) that will be created.
Select Save when complete.