Wiki source code of Create BRG
Last modified by Admin User on 2023/06/30 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 1 | |||
| 2 | = Create a Business Rule Group = | ||
| 3 | |||
| 4 | |**Requirement**|**M***|**Navigation**|**Prerequisites** | ||
| 5 | |**1.** Create BRG Header Detail: Name, Key and Description.|**Y**|Business Rules > Business Rule Groups|Naming Conventions decided | ||
| 6 | |**2. **Select a Parent Group|N|Business Rules > Business Rule Groups|Parent BRG created | ||
| 7 | |**3. **Insert and save|**Y**|[[image:WebHome@InsertButton.png||height="23" width="44"]]|Header detail entered (1) | ||
| 8 | |**4. **Search back to perform assignments.|**Y**|Business Rules > Business Rule Groups|Create group header (2) | ||
| 9 | |((( | ||
| 10 | **5. a)** Assign Catalogue | ||
| 11 | |||
| 12 | //and/or// | ||
| 13 | )))|N|[[image:WebHome@CataloguesButton.png||height="24" width="96"]]|Catalogue Collections created | ||
| 14 | |((( | ||
| 15 | **5. b)** Assign Financial Tracking Codes for each Segment of your chosen Method. | ||
| 16 | |||
| 17 | //and/or// | ||
| 18 | )))|N|[[image:WebHome@FinancialTrackingButton.png||height="24" width="156"]]|Accounting Method built and Account Codes loaded | ||
| 19 | |**5. c)** Assign Procurement Card(s).|N|[[image:WebHome@ProcurementCardsButton.png||height="23" width="165"]]|PCards loaded | ||
| 20 | |((( | ||
| 21 | **6.** If the group is to be a **Default** group: | ||
| 22 | |||
| 23 | a) Set a Default Financial Tracking Code. | ||
| 24 | |||
| 25 | //and/or// | ||
| 26 | |||
| 27 | b) Select Default VAT Treatment | ||
| 28 | )))|N|((( | ||
| 29 | [[image:WebHome@FinancialTrackingButton.png||height="24" width="156"]] | ||
| 30 | |||
| 31 | [[image:WebHome@TaxationButton.png||height="23" width="73"]] | ||
| 32 | )))|((( | ||
| 33 | Financial Tracking Codes assigned (4b) | ||
| 34 | |||
| 35 | Create VAT Treatment codes | ||
| 36 | ))) | ||
| 37 | |**7.** Assign Membership rights to users|**Y**|[[image:WebHome@UsersButton.png||height="23" width="53"]]|User Profiles created | ||
| 38 | |**8.** Optionally also assign membership rights by organisation|N|[[image:WebHome@OrgsButton.png||height="25" width="43"]]|Organisation level created | ||
| 39 | |||
| 40 | ***M** = Mandatory for this primary task. Y= Yes, N= No |