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## 13.2.3.4 Approval Rules – Retail & Business User - View

This topic describes the systematic instruction to Approval Rules – Retail & Business User - View option.

On accessing ‘Rules Management’ menu option, and searching rules by providing party ID, summarized view of all the approval rules maintained (if any) for the party are displayed on the screen. Further drill down is given on the each rule to view the details of approval rule.

To view the approval rules for Retail & Business users:

1. Navigate to one of the above paths.
   The Approval Rules screen appears.
2. Enter the search parameters and click Search.
   The Approval Rules screen with both Party ID and Party Name appears.
3. Click the Party ID link, to view details.
   The Approval Rule - Summary screen appears.
4. Click the Rule Code link, for which you want to view the details.

   Figure 13-29 Approval Rule - View

   Description of "Figure 13-29 Approval Rule - View"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 13-21 Field Description

   Field Name | Description
   --- | ---
   View | Information specified in below fields are related to View.
   Party ID | Party ID for which an approval rule is to be viewed.
   Party Name | Party name of Party ID for which an approval rule is to be viewed.
   Rule Type | Transaction rule type for which the approval rule is set up. The transaction rule for Retail & Business user are: Financial Non-Financial Maintenance Administration Non Account Financial The transaction rule types for a non-customer Retail & Business user are: Maintenance Non Account Financial Administration
   Rule Code | Approval rule code.
   Rule Description | Approval rule description.
   Initiator | Information specified in below fields are related to Initiator.
   Initiator Type | Initiator type specified while creating a rule. Note: All Users will be displayed for Initiator Type if rule is created with Initiator type as All users
   User Name / User Groups | Name of the user or user group defined as initiator for the rule condition.
   Transactions | Transaction for which the rule is set up.
   Accounts | Field will display the account for which rule being viewed is set up. This field appears if you select Financial and Non Financial in the Rule Type field.
   Currency | Currency type in which the financial approval rule for a corporate is defined. This field appears if you select Financial and Non Account Financial in the Rule Type field. Note: Entity’s base currency User will be able to select the currency other than the default currency from the currency list.
   Amount Range | Information specified in below fields are related to Amount Range.
   From Amount/ To Amount | Transactions allowed for the user between the amount range. This field appears if you select Financial and Non Account Financial in the Rule Type field.
   Workflow Details | Information specified in below fields are related to Workflow Details.
   Approval Required | Field displays whether approval is required or not.
   Workflow Details | Field displays the approval workflow details along with the defined approval levels. This field appears if you select Yes in the Approval Required field.

5. Perform anyone of the following actions:
   - Click Edit to edit the approval rule.

     The Approval Rule Management - Edit screen with values in editable form appears.

   - Click Delete to delete the approval rule.
   - Click Cancel to cancel the transaction.
   - Click Back to go back to the previous screen.

   The application will prompt the administrator with a deletion message, click Yes to confirm.

   User is directed to Approval Rule – Delete confirmation page.

Parent topic: Approval Rules - Retail & Business User