This topic describes the systematic instruction to Approval Rules – Retail & Business User - Search option.

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 14-23 Approval Rules - Retail & Business – Search

Description of "Figure 14-23 Approval Rules - Retail & Business – Search"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 14-17 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.
2. Perform anyone of the following actions:
   • The Approval Rules screen appears. Enter the party ID in the Party ID field.
   • In the Party Name field, enter the party name.
3. Perform anyone of the following actions:
   • Click Search to search the matching records.

     The Approval Rules screen with search results appears based on the searched criteria.

   • Click Cancel to cancel the transaction.
   • Click Clear to clear the input search parameters.

   Figure 14-24 Approval Rules - Retail & Business – Search Result

   
   

   
   Description of "Figure 14-24 Approval Rules - Retail & Business – Search Result"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 14-18 Field Description

   Field Name	Description
   Search Result	Information specified in below fields are related to Search Result.
   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. Perform anyone of the following actions:
   • Click the Party ID link, to view details.

     The Approval Rule - Summary screen appears.

   • Click Cancel to cancel the transaction.

   Figure 14-25 Approval Rules - Retail & Business – Summary

   
   

   
   Description of "Figure 14-25 Approval Rules - Retail & Business – Summary"

   
   
5. Perform anyone of the following actions:
   • Click the Rule Code link, to view details of the selected Approval Rule.

     The Approval Rules - View screen appears.

   • Click Create to create new Approval Rules for Retail & Business users.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.