16.9.2 Approval Rules - View

On accessing ‘Rules Management’ menu option, and searching rules, summarized view of all the approval rules maintained (if any) for the party are displayed on the screen. Further drill down is given on each rule to view the details of approval rule.

To view the approval rules for corporate users:

1. Navigate to one of the above paths.
   The Approval Rules screen appears.
2. In the Approval Rules screen, enter the search parameters and click Search.
   The Approval Rules screen with search results appears based on the searched criteria.
3. Click the Rule Code link, for which you want to view the details.
   The Approval Rules - View screen appears.

   Figure 16-77 Approval Rules View

   
   

   
   Description of "Figure 16-77 Approval Rules View"

   
   

   Table 16-45 Field Description

   Field Name	Description
   View
   Rule Type	Transaction rule type for which the approval rule is set up. The transaction rule for corporate user are: Financial Non Financial Maintenance Non Account Financial Administration Service Request
   Rule Code	Approval rule code.
   Rule Description	Approval rule description.
   Rule Applicable For	Displays for which the rule is set up. It could be: Approval Releaser
   Initiator
   Initiator Type	Initiator type specified while creating a rule. Note: “ All Users’ will be displayed for Initiator Type if rule is created with Initiator type as “All users”
   User Name / User Groups	Name of the user or user group defined as initiator for the rule condition.
   Party ID	Displays one or multiple Party IDs mapped to the selected Group Corporate ID.
   Transactions	The transactions for which the rule is being set up. The options are: All Transactions Select Specific Transactions All Service Request – rule will be applicable for all the service requests available in the form builder Select Specific Category – all the service request categories available in the form builder will be listed for selection where one category can be selected Select Specific Service Request - all the service requests available in the form builder will be listed for selection where one service requests can be checked Type of transactions available depends on the selection of rule type. The option ‘All Service Requests’, ‘Specific Service Request’ or ‘Specific Category’ is enabled only if the Service Request option is selected in Rule Type field.
   Accounts	Field will display the accounts along with their names mapped based on the Party ID selection for which rule being viewed is set up. The options are: All Accounts Select Specific Accounts This field appears if you select Financial and Non Financial in the Rule Type field.
   Currency	Currency type in which the financial approval rule for a corporate is defined. This field appears if you select Financial and Non Account Financial in the Rule Type field. Note: 1) Entity’s base currency (maintained in System Configuration) will be defaulted in the currency field. 2) User will be able to select the currency other than the default currency from the currency list.
   Amount Range
   From Amount/ To Amount	Transactions allowed for the user between the amount range. This field appears if you select Financial and Non Account Financial in the Rule Type field.
   Workflow Details
   Approval Required	Field displays whether approval is required or not. The options are: Yes No
   Approval Type	Displays the Approval workflow type. Possible value will be: Sequential Parallel This field is displayed if Yesoption is selected in Approval Required field and when workflow preference is set at Rule Level in Group Corporate Profiling setup.
   Workflow	Field displays the approval workflow details along with the defined approval levels. For release, it displays the release workflow details. This field appears if you select Yes in the Approval Required field.

4. Click Edit to edit the approval rule.
   The Approval Rule - Edit screen with values in editable form appears.

   OR

   Click Delete to delete the approval rule.

   OR

   Click Back to navigate back to previous screen.

   OR

   Click Next to proceed to the next logical step.

   OR

   Click Submit to submit the steps performed so far for approval.

   OR

   Click Retain Draft to save the details entered as draft.

   OR

   Click Cancel to cancel the transaction.