Limit agreement rule details (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Organization administration > Setup > Signing limits > Signing limit policies. Create or open a signing limit policy. In the Signing limit policy form, click the Policy rules FastTab. Select the Limit agreement policy rule type, and then click the Create policy rule button.

Use this form to create limit agreement rules by document type for a signing limit policy. For example, if you define agreements for the purchase requisition document type for a company, employees at that company are required to read and accept those agreements before they are granted an approval limit amount or spending limit amount for purchase requisitions.

Example

You create signing limits to enforce spending and approval limits in your organization either by compensation grade or by job. As a part of that enforcement, before an employee is granted a signing limit they must read your organization’s signing limit agreements and agree to comply with them. These agreements outline the business rules for your organization when an employee exercises their spending limit authority.

For example, you create a default signing limit rule for employees who have a compensation grade of 22, 23, or 24. This signing limit assigns a spending limit of 500.00 for purchase requisitions. Based on the rules that you defined for the signing limit for purchase requisitions, employees must read and agree to three limit agreements before they are granted their signing limits privileges. The limit agreement rule that you create ties the limit agreements that are defined in the Signing limit parameters form to the document type that is assigned to the rule.

Tasks that use this form

Key tasks: Manage signing-limit policies

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Exceptions

Open the Limit agreement exceptions form, where you select the compensation levels or jobs that are exempt from the agreement rule that is associated with the signing limit policy.

Fields

Field

Description

Effective date

Enter the date on which the agreement rule requirement becomes effective.

Expiration date

Enter the last date on which the agreement rule requirement is valid.

Document type:

Select the type of source document that the default spending and approval amounts apply to. Options are:

  • Purchase requisition

  • Invoice

  • Expense report

  • Purchase order

Agreement name

Select the agreement that you want to associate with the document type. Agreements are defined in the Signing limit parameters form.

Link to agreement

The link to the agreement on the company intranet or extranet.

Open agreement (months)

The period during which an agreement confirmation is valid for the signing limit. When an agreement period expires, employees must reread and reconfirm the agreement. When an agreement period expires for an employee, the employee receives a notification that includes information about how to reconfirm the agreement.

Open agreement (months)

The period during which the employee can reread and reconfirm the agreement before their signing limit privileges expire.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).