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  • Calculating Product Prices: See the "Creating Product Filter Rules" section of the General Product Setup chapter in the Aptify Product Setup and Administration Guide for  for implementation details.
  • Calculating Sales Tax on Products: See the Specifying Order Lines Filter Rules section of the "Sales Tax" chapter of the Aptify Accounting & Financial Systems Integration Guide for  for implementation details.
  • Calculating Sales Tax on Shipping: See the Specifying Order Shipments Filter Rules section of the "Sales Tax" chapter of the Aptify Accounting & Financial Systems Integration Guide for  for more details.
  • Calculating Shipping Costs: See the Creating Shipment Type Groupings section of the "Shipping" chapter in the Aptify Accounting & Financial Systems Integration Guide for  for more details.
  • Setting Scope for Courses (requires the Education Management add-on): See Using the Scope Tab section of the "Courses" chapter of the Aptify Education Management Guide for in Courses for more details.
  • Setting Scope for Curriculums (requires the Education Management add-on): See the Specifying Scope for a Curriculum's Scope section of the "Curriculums" chapter of the Aptify Education Management Guide for  for more details.
  • Product Prerequisites: See the "Specifying Product Prerequisites" section of the General Product Setup chapter in the Aptify Product Setup and Administration Guide for  for more details.

For product prices, an organization can create a filter rule to define the set of requirements that a customer must meet in order to receive the corresponding price. Likewise, for complicated Sales Tax scenarios, an organization can construct filter rules that apply a particular sales tax rate only under certain conditions.

In all of the cases described above, users can construct filter rules that evaluate field values from a wide variety of related entities, including Orders, Order Lines, Persons, and Products.

This topic describes the Filter Rules infrastructure and provides an overview of how filter rules can be expanded to other applications. See the sub-topics below for more information: <child display>

Child pages (Children Display)