Global Rules (GR) is a component built to add more flexibility to the execution of rules and apply it to all customers. 

The scope for GR is the key difference with Collection Workflows (because Workflows need to be assigned, they may not operate for all your customers). The Events/Actions configured in a Workflow and GR also operate independently of each other. This is outlined more below.

The configuration inside GR works exactly like the Rules Engine, except that rules defined in GR are automatically applied to all Customers currently in YayPay. It is independent of the Collection Workflows engine, and you don't need to assign GR to any customers for it to start working. You do need to set the GR Settings to Active and you can also exclude customer(s) from GR if needed.

GR can be used as a way to handle new customers and invoices, while those customers are not yet assigned to any Collection Workflow. Typical use cases for the GR are:

• Assign a workflow to a new customer - repeat this Rule multiple times in GR, using a custom condition to differentiate the assignment of the workflow for example
• Assign an AR Specialist to a new customer - repeat this Rule multiple times in GR, using a custom condition to differentiate the assignment to different AR Specialists for example
• Send an internal email if any of the customers open a Dispute, or create a task to follow up on the open dispute
• Exclude the invoice from subsequent Workflow Reminders after a Promise to Pay note is recorded
• Create a task if the payment for any of the customers failed
• etc.

The following examples for Customer Rules, Invoice Rules, and Payment Rules are typically configured under GR because they are not necessarily customer specific.

To exclude companies from the GR execution, click on the icon highlighted below: