15.2.3.1 Approval Rules – Retail & Business User - Search

System displays a screen to enter the party ID or party name to search the approval rules that are maintained. User can enter the party ID (if known) or the party name with a minimum of 5 characters. System matches the input provided by the user with the party name records and displays the matching party records.

In case of a party search by party ID, it is an exact match and system displays the rules maintained if any.

In case of a party search by name, system displays the matching party records. The records have parties listed with both Party ID and Party Name information. User can select the record by clicking on the Party ID from the list.

Figure 15-23 Approval Rules - Retail & Business – Search

Description of "Figure 15-23 Approval Rules - Retail & Business – Search"

Table 15-17 Field Description

Field Name	Description
Party ID	Party ID as per search input.
Party Name	Party name of the party ID.

To search the approval rules for admin users:

1. Navigate to one of the above paths.
   The Approval Rules screen appears.
2. Enter the party ID in the Party ID field.
   OR

   In the Party Name field, enter the party name.

3. Click Search to search the matching records.
   The Approval Rules screen with search results appears based on the searched criteria.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Clear to clear the input search parameters.

   Figure 15-24 Approval Rules - Retail & Business – Search Result

   
   

   
   Description of "Figure 15-24 Approval Rules - Retail & Business – Search Result"

   
   

   Table 15-18 Field Description

   Field Name	Description
   Search Results
   Party ID	List of the Party ID as per search input.
   Party Name	List of the Party names of the party IDs as per search input.

4. Click the Party ID link, to view details.
   The Approval Rule - Summary screen appears.

   OR

   Click Cancel to cancel the transaction.

   Figure 15-25 Approval Rules - Retail & Business – Summary

   
   

   
   Description of "Figure 15-25 Approval Rules - Retail & Business – Summary"

   
   
5. Click the Rule Code link, to view details of the selected Approval Rule.
   The Approval Rules - View screen appears.

   OR

   Click Create to create new Approval Rules for Retail & Business  users.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.