Create BRG
Last modified by Admin User on 2023/06/30 10:26
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