Trading party-specific rejection rules enable you to enforce validation and compliance standards for documents involving a specific pair of trading parties. These rules operate at the highest level of the scope precedence hierarchy, overriding organisation, country, and global rejection rules.

Click the dropdown arrow (▾) next to your user avatar in the top-right corner of the screen. This opens the main navigation menu, which lists all settings and features.

In the main menu, click "Rejection Rules". This navigates you to the Rejection Rules management page.

You will land on the Rejection Rules page with the "Trading Party Specific" tab already selected by default. This is where rejection rules scoped to a specific pair of trading parties are managed.

Click the "+ Add New" button in the top-right of the Rejection Rules page. A form for creating a new trading party specific rejection rule will open.

In the Title field, enter a descriptive name for your rejection rule. For example:

Reject Invoices Missing PO Number

Click the Document Type dropdown and select the document type this rejection rule applies to.

Click the Organization dropdown. Click on your organization to expand it and reveal its sub-organizations. Select the relevant sub-organization. The Party A and Party B dropdowns will appear.

Click the Party A dropdown and select the first trading party.

Optionally, click the Party B dropdown to select a second trading party. You can select both parties to scope the rule to a specific bilateral relationship, or select only Party A to apply the rule whenever that single trading party is involved.

Click inside the Rules text area and type your rejection logic. For example:

If the purchase_order_number field is missing or empty, reject the document

If your rule references external data, click the "Link Supporting File" link. A popup will open allowing you to select a supporting file that has already been uploaded to your tenant instance.

Click the "Refine with AI" button (pencil ✏️ icon). Docupath's AI will process your instruction and may surface feedback, errors, or suggestions to help improve the rule's clarity and specificity. Wait for the response before proceeding.

Click the "Generate with AI" button (lightning ⚡ icon) to programmatically generate the rejection rule based on your written instruction. The button will show a loading spinner while the rule is being generated. Wait until the loading state completes before proceeding.

Once generation is complete, click the "Save" button at the top of the screen to save the rejection rule. You will be returned to the Rejection Rules list, and a confirmation banner will indicate the rule was saved successfully.