Create BRG

Create a Business Rule Group

RequirementM*NavigationPrerequisites
1. Create BRG Header Detail: Name, Key and Description.YBusiness Rules > Business Rule GroupsNaming Conventions decided
2. Select a Parent GroupNBusiness Rules > Business Rule GroupsParent BRG created
3. Insert and saveYInsertButton.pngHeader detail entered (1)
4. Search back to perform assignments.YBusiness Rules > Business Rule GroupsCreate group header (2)

5. a) Assign Catalogue

and/or

NCataloguesButton.pngCatalogue Collections created

5. b) Assign Financial Tracking Codes for each Segment of your chosen Method.

and/or

NFinancialTrackingButton.pngAccounting Method built and Account Codes loaded
5. c) Assign Procurement Card(s).NProcurementCardsButton.pngPCards 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

FinancialTrackingButton.png

TaxationButton.png

Financial Tracking Codes assigned (4b)

Create VAT Treatment codes

7. Assign Membership rights to usersYUsersButton.pngUser Profiles created
8. Optionally also assign membership rights by organisationNOrgsButton.pngOrganisation level created

*M = Mandatory for this primary task. Y= Yes, N= No

Navigation


P2P  Overview

P2P  Procurement

P2P  Admin

P2P  Approvals

P2P  Reports

P2P  Mobile

P2P  Documents

Using Online Help


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