3.11 Step 8: Approval Rules
This topic describes the function for configuring approval and release conditions based on corporate requirements.
A rule can be set up for financial, non-financial, non-account financial transactions and for maintenance.
Corporate administrators are not be permitted to maintain administrative approval rules for the same group corporate.
Pre-requisites
- Transaction access is provided to Corporate Administrator
- Party preference is maintained for setting up rules for corporates
- Corporate and Administrator users are maintained
- Workflow configuration is maintained if approval required is to be set as ‘Yes’
- Approval rule set up for Corporate Administrator to perform the actions
- Necessary user groups and approval workflows are maintained
Features supported in application
The Approval Rule maintenances allow the Corporate administrator to:
- Create Approval Rules
- View Approval Rules
- Edit Approval Rules
- Delete Approval Rules
- From Corporate Administrator Dashboard, click
Toggle Menu, then click Menu.
Under Menu , Group Corporate Onboarding, then click Approval Rules tab.
The Group Corporate Onboarding - Approval Rules tab appears.
- Approval Rules – Summary
This topic provides the systematic instructions of viewing existing approval rules and create new ones via this screen. - Approval Rules - View
This topic provides the systematic instructions of searching in the Rules Management menu displays a summary of existing approval rules. - Approval Rules - Edit
This topic provides the systematic instructions of updating approval rule descriptions and parameters. - Approval Rule – Create
This topic provides the systematic instructions of creating approval rules for corporate users.
Parent topic: Group Corporate Onboarding