Signing limit parameters (form) [AX 2012]

Updated: May 11, 2011

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 parameters.

Use this form to select the high-level options that govern the signing limit process across all organizations. You can define the following:

  • Whether signing limits are based on compensation level or employee job

  • Revocation reasons that are used to explain why a signing limit request is denied, or why an existing signing limit authorization is revoked for a specific user

  • Agreements that describe the rules and policies that users must agree to follow when incurring expenses or approving expenses incurred by others

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

Tab

Description

General

Define default criteria for signing limits, including whether signing limits are based on compensation level or employee job.

Revocation reasons

Define revocation reasons that are used to explain why a signing limit request is denied, or why an existing signing limit is revoked.

Agreements

Define agreements that describe the rules and policies that users must follow when incurring expenses or approving expenses incurred by others. Users must confirm that they have read and agree to follow these agreements.

Button

Description

Add (Revocation reasons FastTab)

Add a revocation reason to the list of reason codes that an approver can use to reject a signing limit request or revoke existing signing limit privileges.

Delete (Revocation reasons FastTab)

Remove a revocation reason from the list of reason codes that an approver can use to reject a signing limit request or revoke existing signing limit privileges. You cannot remove a revocation reason if it has already been used to revoke a signing limit authorization.

Add (Agreements FastTab)

Add a signing limit agreement. Signing limit agreements are policies that your organization uses to govern the spending and approval process. Employees are required to read and review these agreements before they are granted a signing limit. Employees must also reread and accept these policies regularly, based on the defined agreement period for each policy.

Delete (Agreements FastTab)

Delete the selected signing limit agreement. You cannot delete an agreement that is associated with a signing limit rule.

Field

Description

Limit basis

Select the criteria that the signing limit controls are based on.

  • Job – Enable signing limit controls based on the employee's position in the company.

  • Compensation – Enable signing limit controls based on the employee's compensation level.

Jobs and compensation levels are defined in the Job (form).

Require explicit signing limit request

Select this check box to require employees to submit a signing limit request for any signing limit amount, including the default amount. If this check box is not selected, employees are granted the default signing limit amount that is defined for their job or compensation level without having to submit a formal request.

Signing limits for employees only

Select this check box to restrict signing limit requests to users that are defined as employees in Microsoft Dynamics AX.

Reason code

Enter a name for the revocation reason. If an employee’s signing limit is revoked, the revocation reason name and description appear on the Signing limit list page in the My signing limits FactBox in Enterprise Portal for Microsoft Dynamics AX. You cannot delete a revocation reason if it has already been used to revoke a signing limit authorization.

Description

Enter a description for the revocation reason. If an employee’s signing limit is revoked, the revocation reason name and description appear on the Signing limit list page in the My signing limits FactBox in Enterprise Portal.

Name

Enter a unique name for the agreement. Signing limit agreements are policies that your organization uses to govern the spending and approval process. Employees are required to read and review these agreements before they are granted a signing limit. Employees must also reread and accept these policies regularly, based on the defined agreement period for each policy.

URL

The location where the signing limit agreement is stored on your organization's intranet or extranet.

Duration of agreement (in months)

Enter the time period, in months, for which the agreement confirmation is valid. After this period expires, employees must reconfirm that they have read and will comply with the agreement.


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

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