Signing limits (list page) [AX 2012]

Updated: February 25, 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 policies.

Use this form to view the signing limit policies that are defined for your organization. The list includes the name and description of each policy and indicates whether it is active or retired.

Key tasks: Manage signing-limit policies

You want to create signing limits for your organization that enforce spending and approval limits for individuals. You decide to base the limits on compensation levels with different signing limit policies for each of your companies. Your organization includes two companies, one based in the U.S. and another based in Europe.

In your U.S.-based company, you create a signing limit policy that has two default signing limit rules. For employees with a compensation level of 22, 23, or 24, you set the default spending limit at USD 500. For employees at level 25 and above, you set the signing limit at USD 5,000.

In your European company, you create another signing limit policy that has two default signing limit rules. For employees with a compensation level 22, 23, or 24, you set the spending limit at EUR 1,000. For employees at level 25 and above, you set the signing limit at EUR 3,000.

These spending limit policies limit spending for employees, based on their compensation level and the company they belong to.

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

Tab

Description

Policy

Create new policies, retire existing policies, set up signing limit policy parameters, and export signing limit data toMicrosoft Excel.

Button

Description

Policy

Create a signing limit policy and the associated signing limit policy rules.

Edit

Modify the selected signing limit policy and its associated policy rules.

Retire policy

Retire the selected signing limit policy. When you retire a signing limit policy, all the rules that apply to the policy are retired, also. Retired signing limit policies remain in the system for auditing purposes, but they cannot be reactivated.

Parameters

Open the Policy parameters form, where you define the organizational structure that policies apply to and the order in which the policies should be applied. Policy rules are resolved starting with the first organization shown in the Order of precedence: field.

Upper pane

Field

Description

Active

Indicates if the selected policy is active or retired. Retired policies cannot be reactivated. They remain visible for auditing purposes only.

Lower pane

Field

Description

Policy rule type:

The type of policy rules associated with the selected signing limit policy. There are three policy rule types:

  1. Limit currency – Define the currency to be used for the signing limit policy.

  2. Limit agreement – Define the agreements that employees are required to read and accept in order to be granted the signing limit authorization.

  3. Default signing limit – Set up default signing limit values that are based on position or compensation level.

Include parent rule

If this check box is selected, any rules that match the organization nodes in the hierarchy at the time of the transaction are returned. For example, if a matching rule is found at the department, cost center, and legal entity nodes, each of these rules will be returned. However, selecting this check box requires that additional code be written to determine which rule is actually applied. If this check box is not selected, then the lowest level rule is applied at the time of the transaction.

Effective date

The date when the policy rule is valid.

Expiration date

The date when the policy rule is no longer valid.


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

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