Create BRG

Create a Business Rule Group

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


NCataloguesButton.pngCatalogue Collections created

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


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.


b) Select Default VAT Treatment




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


P2P  Overview

P2P  Procurement

P2P  Admin

P2P  Approvals

P2P  Reports

P2P  Mobile

P2P  Documents

Using Online Help

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