Creating reconciliation rules without manual review

The creation of reconciliation rules is a crucial step in the asset system workflow. You can create the reconciliation rules with the use of the Create or Edit Reconciliation Rules wizard.

To create reconciliation rules

  1. Go to Manage > Assets > Reconciliation Rules.

  2. On the taskbar, click Create Rule.

  3. In the Specify Rule Details panel of the Create Reconciliation Wizard, type the rule name and select the rule type.

    You can select from the following rule types:

    • Pre rule

    • Add rule

    • Update rule

    • Post rule

    See Reconciliation rules and rule types.

  4. Select the asset type to associate the rule with.

    You can also create the reconciliation rule for all the asset types.

  5. Select the folder to save the reconciliation rule in.

  6. Type the description for the reconciliation rule and click Next.

  7. In the Select Rule Conditions and Actions panel, click the Add Condition.

  8. In the Add Condition dialog box, select a condition from the drop-down list and click OK.

    See Conditions.

  9. In the Select Rule Conditions and Actions panel, click Add Action.

  10. In the Add Action dialog box, select an action that should be performed on the imported asset when it meets the specified condition and click OK.

    See Actions.

  11. Click Next in the Select Rule Conditions and Actions panel after you set the condition and the action.

  12. In the Summary panel, review the rule and click Finish.

    You can choose to go back and edit the rule any time.

More Information

Creating reconciliation rules using the manual review

Working with reconciliation rules scenarios