Creating and managing automation rules – Boyum Help Center

Automation rules allow you to create inspection orders automatically in case events occur, for example, when new goods reach the warehouse or a production run is completed. The automatic generation of inspection orders is triggered when a new document corresponding to such an event is detected in Business Central and that document meets the conditions specified in an active automation rule. Business Central documents monitored for this functionality are

purchase receipts, since these documents indicate that goods are received that may require quality inspection; and
production receipts, as they are the documents that indicate that a production run has been completed.

To display the list of available automation rules, select the Automation menu entry on the left of the Inspect / Manager screen. Select the Goods receipt tab (displayed by default) to view the rules that can trigger the creation of inspection orders when a new purchase receipt is generated in Business Central. Click the Production receipt tab to display the rules that are based on the detection of a new production receipt in Business Central.

Creating automation rules

Select the tab of the type of automation you need and click Add rule in the top right corner of the list to create a new row in the table and enter a descriptive name for your new rule.

The new rule will be displayed on the top of the list of automation rules. You will need to select it to edit its details (see below).

Editing / deleting automation rules

Click the options (°°°) icon on the right side of the list to edit the details of the given rule or to delete it. You can also select the name of an automation rule in the list to specify / edit its details.

For the details of the three kinds of automation rules, see the corresponding articles:

Handling conflicting automation rules

If multiple active rules match a document, only one of them will be used to create an inspection order. The winner is either the most specific matching rule, or – if two rules have identical conditions – the one that is positioned higher in the list of rules. Reordering may help you get the desired outcome. Click the (drag) icon to drag and drop the given rule to a different position.