Create BRG
Administrator

Table of Contents
Create a Business Rule Group 	 # 

Create a Business Rule Group
Requirement	M*	Navigation	Prerequisites	
1. Create BRG Header Detail: Name, Key and Description.	Y	Business Rules > Business Rule Groups	Naming Conventions decided	
2. Select a Parent Group	N	Business Rules > Business Rule Groups	Parent BRG created	
3. Insert and save	Y		Header detail entered (1)	
4. Search back to perform assignments.	Y	Business Rules > Business Rule Groups	Create group header (2)	
5. a) Assign Catalogue
and/or
	N		Catalogue Collections created	
5. b) Assign Financial Tracking Codes for each Segment of your chosen Method.
and/or
	N		Accounting Method built and Account Codes loaded	
5. c) Assign Procurement Card(s).	N		PCards loaded	
6. If the group is to be a Default group:
a) Set a Default Financial Tracking Code.
and/or
b) Select Default VAT Treatment
	N	

	Financial Tracking Codes assigned (4b)
Create VAT Treatment codes
	
7. Assign Membership rights to users	Y		User Profiles created	
8. Optionally also assign membership rights by organisation	N		Organisation level created	
*M = Mandatory for this primary task. Y= Yes, N= No