This topic provides the systematic instructions of creating approval rules for corporate users.

1. Navigate to the Approval Rules screen.

   Figure 3-63 Approval Rules – Corporate User - Create

   
   

   
   Description of "Figure 3-63 Approval Rules – Corporate User - Create"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-41 Approval Rules – Corporate User - Create- Field Description

   Field Name	Description
   Rule Type	Transaction rule type for which the approval rule needs to be set up. The transaction rule for corporate user are: Financial Non Financial Maintenance Non Account Financial
   Rule Code	To specify approval rule code.
   Rule Description	To specify approval rule description.
   Rule Applicable For	Specify the rule applicable for Release or Approval. The options are: Approval Release
   Initiator
   Initiator Type	Initiator type who initiates the transaction. The options are: User - For creating an approval rule for a single user. A lookup will be provided to search for a specific user User Group - For creating an approval rule for a User Group All Users - For creating an approval rule of all the users of the Group Corporate
   User / User Group	Name of the user or user group as initiator. If initiator is selected as User, then all the users belonging to the party will be listed for selection. If initiator is selected as User Group, then all the user groups belonging to the party will be listed for selection. If Initiator is selected as ‘All Users’, then the rule being created is applicable for all users of Corporate Party.
   Party ID	The one or multiple Party IDs to be mapped to the selected Group Corporate ID.
   Transactions	Select the transactions for which the rule is being set up. The options are: All Transactions – Allow to select all the transactions within module Select Specific Transactions – Allow to select specific transactions within each module Type of transactions available depends on the selection of rule type.
   Accounts	Specify the accounts mapped based on the Party ID selection for which rule being viewed is set up. The options are: All Accounts - Allow to select all the accounts of the selected Party ID Select Specific Accounts - Allow to select specific accounts within each party ID Based on the Party ID selection, accounts associated to the party ID are available for selection. This field appears if you select Financial and Non Financial in the Rule Type field.
   Counts of Accounts Mapped	Displays the number of accounts mapped to the Group Corporate.
   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	Option to decide whether approval is required or not for the set condition. The options are: Yes No
   Approval Type	Define the Approval workflow type. Possible value will be Sequential Parallel This field is enabled if Yes option is selected in Approval Required field and when workflow preference is set at Rule Level in Group Corporate Profiling setup.
   Workflow	All workflows maintained for the party are listed here along with the defined approval level for each of them. Select one workflow within which different levels are available for approver and checker. For release, the release workflow can be selected. This field appears if you select Yes in the Approval Required field.

2. In the Rule Type field, select the appropriate transaction rule type.
3. In the Rule Code field, enter the code.
4. In the Rule Description field, enter the rule name.
5. In the Rule Applicable For field, specify the rule applicable for Release or Approval.
6. From the Initiator Type field, click appropriate user / user group and select the user/ user group or Select All Users.
7. Click the icon to add appropriate user / user group.
   The Search User to Copy Mapping popup appears.

   Figure 3-64 Approval Rules – Search User

   
   
   Description of "Figure 3-64 Approval Rules – Search User"
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-42 Approval Rules – Search User- Field Description

   Field Name	Description
   Search
   User ID	To search the user with the user ID. Partial search is allowed.
   First Name	Allows to search based on first name or given name of the user.
   Last Name	Allows to search based on last name/ surname of the user.
   Search Results
   User ID	User ID of the user.
   Full Name	Full Name of the user.

   1. Perform one of the following actions:
      • From the User Name / User Groups list, click & select the user ID.
      • Click the icon to remove user/ user group.

   Note:

   Click icon to refresh the detail entered.
8. Perform one of the following actions:
   • Click Add to add the selected user/ user group as a initiator.
   • Click icon to remove specific initiator.
9. From the Party ID list, click and select one or multiple Party IDs to be mapped to the selected Group Corporate ID.
10. From the Transaction list, select the transactions to be mapped to the rule.
    1. If you have selected Select Specific Transactions option, select one or multiple transactions within modules to mapped to the selected Group Corporate ID.
       Click the icon to search and add specific transaction from the search lookup.
11. If you have selected Financial option in the Rule Type field;
    1. From the Accounts list, select the appropriate accounts.
       1. If you have selected Select Specific Accounts option;
          1. Click the Party ID whose accounts needs to be mapped, and then select one or multiple accounts to mapped to the selected Group Corporate. System displays the count of accounts selected.

             Note:

             Click icon to search and add specific account from the search lookup.
    2. From the Currency list, select the appropriate account currency.
12. If you have selected Financial and Non Account Financial option in the Rule Type field;
    1. In the Amount Range section, enter the appropriate amount.
13. In the Workflow Details section, select whether approval is required for the mapped transactions.
    1. If you select Yes option,
       1. In the Approval Type field, select approval workflow type.
       2. From the Workflow list, select the appropriate Workflow.
14. Perform one of the following actions:
    • Click Save to save approval rule.

      The Review screen appears.

    • 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.
15. Perform one of the following actions:
    • Verify the details, and click Confirm.

      The success message of saving the created approval rule appears along with the transaction reference number and status.

    • Click on Add Another to add the Approval Rule.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate back to previous screen.