Business Rule Group codes

Modified on Fri, Feb 7 at 2:45 PM

New to Fundamentals version 24.5.1130.0 Fundamentals now offers the ability to setup and maintain Business Rule Group codes for use with Batch Approvals, Document Approval and Document Line Approvals.


To setup and maintain Business Rules, 

  1. Go to Administration >> Users and select Permissions >> Business Rule Group Codes
  2. Click New and assign a Code and Name for the Business Rule Group.
  3. Click Members to view current users assigned to the Business Rule Group Code. You can also click Add Users to assign new Business Central Users to the Business Rule Group Code.


Once setup, Business Rule Groups can be used in Business Rules to evaluate a document or document line for approval.


To assign a Business Rule Group to a Business Rule:


Note - If the Business Rule is Enabled, you will need to toggle the switch Enabled to No in order to make any edits to the rule.

  1. From the top Menu select Business Rule and corresponding approval rule (Batch Approval Rules, Document Approvals or Document Line Approvals)
  2. On the Approval Rule Details select the option for Business Rule Group Code
  3. Under Filter, select the Business Rule Group (see sample of group created in example above)
  4. Set Enabled switch to Yes and the new Business Rule Code will be evaluated when submitting batches and documents for approval.

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article