A named set of expense policy rules for one company and one employee grade. When someone runs Evaluate Policy on an expense claim, a policy applies if its Partner Account equals the claim's Partner Account, its grade equals the grade on the claimant's employee record, the claim date falls inside its effective window and it is active. All rules of all applying policies are checked together, with no order of precedence between policies, so overlapping caps on the same line add up (never beyond the line's total). A policy with no Partner Account never applies.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Free text describing the policy. Shown on the Details tab of the policy's record page; useful because the policy's own name is a number. |
EffectiveFrom | Effective From | Date | | First claim date the policy applies to (inclusive). Empty means no start limit. Compared with the claim's Claim Date, or today when the claim has none. |
EffectiveTo | Effective To | Date | | Last claim date the policy applies to (inclusive). Empty means no end limit. |
GLAccountName | Name | Text, unique | Yes | Shown as Name on the new-policy form but not stored: what you type there is discarded and the policy is numbered automatically. Use Description to name the policy's purpose. |
GradeId | Grade | Lookup → Grade | Yes | The employee grade this policy applies to, compared with the grade on the claimant's employee record. Required on the form, so each policy covers one grade; create one policy per grade. A claimant whose employee record has no grade gets no policy checks. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Whether the policy takes part in evaluation. Only an explicit untick switches it off; an empty value counts as active. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The policy's number, assigned automatically from the Expense Policy numbering setting (series EP) when the policy is saved. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company whose claims this policy checks. Must equal the claim's Partner Account exactly; a policy left without one applies to no claim, and a claim without a Partner Account is checked against no policy. Only partner accounts can be chosen. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this ExpensePolicy. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpensePolicy. |
EditInLine | Edit | EditInline | EditInLine |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpensePolicy. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
