Create BRG

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