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auto_matching_rules [2024/12/20 20:03] tina.roblesauto_matching_rules [2025/02/26 13:44] (current) tina.robles
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 {{:pasted:20241220-195916.png}} {{:pasted:20241220-195916.png}}
 +
 +-----
 +
 +Key improvements outside of the normal deduction rules:
 +
 +  * WHEN deduction_state IN ('CLEARED', 'BALANCED') AND deduction_label NOT IN ('NONE')THEN UPDATE TO 'NONE'
 +
 +  * WHEN deduction_state IN ('COMPLETE') AND deduction_label NOT IN'REBILLABLE',REBILL_SENT',NOT_PAID_AT_GOSIMPLE_WORKING')AND (active deduction_claim_balance is within 0.01 AND the claim_state is not REJECTED AND claim_reason_code not 'NOT_PAID_AT_GOSIMPLE')THEN 'REBILLABLE'
 +
 +  * WHEN deduction_state IN ('COMPLETE') AND deduction_label NOT IN ('NOT_PAID_AT_GOSIMPLE','NOT_PAID_AT_GOSIMPLE_WORKING', 'REBILL_SENT')AND (active deduction_claim_balance is within 0.01 AND the claim_state is not REJECTED AND claim_reason_code not 'NOT_PAID_AT_GOSIMPLE')THEN 'NOT_PAID_AT_GOSIMPLE'
 +
  
  
  
  
auto_matching_rules.txt · Last modified: 2025/02/26 13:44 by tina.robles