Bill Presentment Architecture (BPA) uses rules to determine which template to use to display online or print a bill. When you define a rule, you specify one or more criteria for content item values. You can create different rules to assign templates to present online bills and printed bills.
Each criteria contains:
Attribute Name: An LOV of content items based on selections made in the Header and Footer display area from the primary or supplementary data source. For details on selecting a content item as an assignment attribute, see Selecting Content Items from Views.
Condition: A matching state such as equals, is greater than, greater than or equal to, less than or is less than or equal to.
Value: A user-defined value that occurs on your transactions for the content item selected as the attribute. You can select a value from the list of values, or enter a value.
When you select a bill to view online or print, BPA reviews the rules in the order you specify until it finds a match, and then uses the template associated with the rule to format the bill.
For example, for ABC Company:
If the Bill To City value on the invoice is Seattle, then you want to use Template ABC1.
If the Bill To City is any city other than Seattle, then you want to use Template ABC2.
To do this, you can define one rule called ABC-Seattle, as shown in the following table, and assign it to Template ABC1:
| Attribute Name | Condition | Value |
|---|---|---|
| Customer | equals | ABC Company |
| Bill To City | equals | Seattle |
You define a second rule, shown in the table below, called ABC and assign it to Template ABC2:
| Attribute Name | Condition | Value |
|---|---|---|
| Customer | equals | ABC Company |
When you order the rules, list ABC-Seattle before the ABC rule.