This topic provides the systematic instructions of searching in the Rules Management menu displays a summary of existing approval rules.

1. Navigate to the Approval Rules screen.
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 3-50 Approval Rules - View

   
   

   
   Description of "Figure 3-50 Approval Rules - View"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-30 Approval Rules - View- Field Description

   Field Name	Description
   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
   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	Select the transactions for which the rule is being set up. The options are: All Transactions Select Specific Transactions
   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: Entity’s base currency (maintained in System Configuration) will be defaulted in the currency field. 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	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. Perform one of the following actions:
   • Click Edit to edit the approval rule.

     The Approval Rule - Edit screen with values in editable form appears.

   • Click Delete to delete the approval rule.
   • Click Back to navigate back to previous screen.
   • Click Next to proceed to the next logical step.
   • Click Submit to submit the steps performed so far for approval.
   • Click Retain Draft to save the details entered as draft.
   • Click Cancel to cancel the transaction.