Basket rule

A basket rule applies to the basket. The rule takes effect as soon as a unit price, item price or the total price of the goods in the basket exceeds the amount specified in the rule. Basket rules can apply to a specific project, basic contract, user, company, cost centre or control structure.

Product rule

A product rule applies to a specific type of cost, product group or user catalog or to freeform orders from a specific company. The rule takes effect as soon as a unit price, item price or the total price of the order exceeds the amount specified in the rule.

Budget rule

A budget rule applies when a specific budget is exceeded. Budget rules can apply to the budget of a cost centre, project, user, credit card, company, type of cost, basic contract or control structure. The rule takes effect if the specified daily, weekly, monthly, annual or total budget has already been exceeded or if the order would result in the budget being exceeded.

Product attribute rule

A product attribute rule applies to products with specific properties. For example, the rule may apply to all products with the property Capital goods.

Minimum order price rule

A minimum order price rule applies when products are ordered from the basic contract that is assigned to the approval rule and the order price does not reach the minimum order price specified in the rule.

Note: It is also possible to specify a minimum order price in the Orders tab of  the basic contract. When you specify a minimum order price in the basic contract, no orders below this price can be sent to the supplier. A minimum order price rule does not prevent orders being sent to the supplier, it simply specifies that orders below this price must first be approved before they are sent to the supplier.

Invoice rule

An invoice rule applies to a basic contract or to the paying company. The rule takes effect when the invoice price specified in the rule is exceeded.

System rule

A system rule is an approval rule that specifies the basic principles of the approval procedure in Impact Ordering. A system rule is either applied in addition to one or more other approval rules or is only applied if no other approval rule applies to an order. System rules in the global rule set apply to all companies that do not use their own rule set. System rules in company-specific rule sets apply only to that company. System rules can only be defined by company administrators who are authorized to edit the data of all companies.