Enter Combination Rules per Authorization Group

Explanation

This activity is used to enter posting authorization groups, and to connect combination rules for the authorization group. An authorization group will also be connected to invoice authorizers, and this will help to determine who is allowed to authorize a posting based on the code part combination and the amount specified in the connected combination rule.

You can also copy authorization groups that contain combination rules from an existing company to your company. The Copy Authorization Combination option will be used to perform this operation. 

Prerequisites

If you want to enter a new combination rule for an existing authorization group, the posting authorization group should exist.

System Effects

As a result of this activity, when an authorizer attempts to authorize a posting, his or her limits on the code part combinations and amounts will be checked against the connected combination rules for the authorizer. When you copy an existing invoice authorization combination, the authorization group you copied will also be available in your company. 

Window

Combination Rules per Authorization Group

Related Window Descriptions

Combination Rules per Authorization Group
 Copy Invoice Authorization Combination

Procedure

To enter combination rules per authorization group:

  1. Open the Combination Rules per Authorization Group window.
  2. Create a new record.
  3. In the Authorization Group Id field, enter an identity for the authorization group you want to create, and a description for the authorization group in the Description field.
  4. In the table part of the window, create a new window to enter a combination rule for the authorization group you created.
  5. Enter the maximum amount allowed per code part combination in the Max Amount field.
  6. Select the Allowed check box if the code string combination is allowed for the rule.
  7. In the account and the code part fields, enter the accounts and code parts applicable to the combination rule.
  8. Save the information. 

To copy an existing authorization group from another company:

  1. Open the Combination Rules per Authorization Group window.
  2. Right-click, and then click Copy Authorization Combination. The Copy Invoice Authorization Combination dialog box opens.
  3. In the From Company list, select the source company in which the combination rule you are trying to copy exists. 
  4. Select the identity of the authorization group you want to copy from the From Authorization Group ID list.
  5. Enter the name and description to be used in your company for the copied authorization group in the relevant fields.
  6. Click OK.