APR, when is a routing rule used?

Kinetic ERP
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1

Currently on version 2022.2.11

We are in the process of migrating from Doc-Link to ECM. With this change comes the change from APM to using APR.

I am having trouble finding anything regarding when a routing rule is used. In very specific cases, we would want the routing rule to fire, sending our AR Invoices, PO Forms, etc. What we do not want to happen is that the routing rule fires EVERY time one of these forms is printed.

Does the routing rule trigger as long as it exists and is enabled? With APM, they are only sent out if a user selects a specific printer.

I read somewhere that someone suggests creating new styles that do not use the routing, then make them default. This would be ok with 1 style reports, however for AR Invoices we already have 2 copies of each invoice (1 for one routing, one for another) and have over 6 base styles. Creating another style that has no routing at all would make it so we have 21 styles to select from.

I have seen that there is a Routing checkbox next to Output format. Is this checked by Default, or unchecked? If it is checked by default, does anyone have experience customizing the report screen to uncheck it?

2

Yes the routing rule executes if and only if that box is checked. Yes it is checked by default. There are prior threads on the near-universal desire to have it defaulted to false instead of true, just don’t have any handy.

3

Thanks! I was able to get a better search and find what I needed here