Bill Processing Rules FAQ

Questions captured from internal discussions about Bill import rules. Items marked [Open] still need answers from the feature team.

Bill data and fields

Can a rule change a bill's currency?
[Open—needs answer]

Relationship with Bill Line Type Mapping 

Do Bill Processing Rules replace Bill Line Type Mapping, or do they work alongside it?
Bill import rules currently do not replace Bill Line Type Mapping.

If both Bill Line Type Mapping and a Bill Processing Rule exist for the same account, which one takes precedence?
[Open—needs answer]

I think the answer is the bill import rule runs first?

Partners and reprocessing

How does a rule behave when a bill is processed by different partners month to month—for example, Nectar one month and XBP the next?
[Open—needs answer}

If I reprocess a bill, does it matter who the original processing partner was?
[Open—needs answer] I think the answer is no, if you are just running it on the current bill.

Audit trail

Do Bill Processing Rules update the bill's Modified Date and Modified By fields?
[Open—needs answer] Not for new bills because these rules run as the bill is created. What happens if you run the rule on an existing bill?

Customer-facing positioning

How do we explain Bill Processing Rules to customers, given that we've been advised not to emphasize differences in processing channels?
Bill Processing Rules will not be available to customers for the foreseeable future. Guidance for how to explain which accounts are processed in a method that's eligible for this tooling is in development.