Scopevisio offers a set of rules for the automation of processes in various places.

Corresponding sets of rules can be found, for example

Depending on the context, the appearance and function differ slightly, but the basic idea always follows an if-then principle.

First, a block of one or more conditions is checked one after the other. In the case of several conditions, note whether all conditions must apply (mathematical AND link) or only at least one must be fulfilled (mathematical OR link).

In the example from the rules of the invoice receipt book, the same value (the VAT ID) is searched for, but once in the xml file of an e-invoice and the other time in the text recognised by OCR.
The vendor found can then be assigned as a result.

If the block of conditions is fulfilled and there is no setting for the rule behaviour, the actions are applied and the data object (e.g. the incoming invoice) is run through the set of rules.

If the block of conditions is not fulfilled or the switch for the rule behaviour is set to "Rule continues", the next rule is checked in the order of the rule numbers.

The number and the resulting sequence is therefore very important. You can enter the numbers directly when editing a rule, Scopevisio moves the other rules accordingly or you can usually move the rules up and down in the respective overview using arrow icons.

The various actions of a rule are always applied in full. If this is not desired, you must make two rules out of one rule. One relevant exception is that Scopevisio does not overwrite data fields that have already been filled with an action if the action does not provide for this separately. This applies as a premise especially if the data has been edited manually.