Default signing limit rule details (form) [AX 2012]

Updated: March 4, 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. On the Action Pane, in the New group, click Policy. In the Signing limit policy form, on the Policy rules FastTab, in the left pane, select the Default signing limit policy rule type, and then click the Create policy rule button.

Use this form to define the default signing limit rules for a selected organization node, such as a company. You can create default signing limit policies for each job or compensation grade in the organization node, depending on the signing limit basis that you have defined.

You create signing limits to enforce spending and approval limits that are set up for your organization. For example, you create a signing limit policy with two default signing limit rules. For employees with a compensation grade of 22, 23, and 24, you set the spending limit at $500. However, for employees at level 25 and above, you set the spending limit at $5,000. These spending limits limit spending as appropriate for employees based on their compensation level and the company they belong to.

The following table provides descriptions for the controls in this form.

Field

Description

Effective date

Enter the date on which the default signing limit for the selected jobs or compensation levels becomes effective.

Expiration date

Enter the last date on which the default signing limit for the selected jobs or compensation levels is valid.

Document type:

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

  • Purchase requisition

  • Invoice

  • Expense report

  • Purchase order

Approval amount

The default approval limit amount that is assigned to the specified compensation levels or jobs for the selected document type.

Currency

Select the default currency for the approval limit amount that is assigned to the specified compensation levels or jobs for the selected document type.

Spending amount

Enter the default spending limit amount that is assigned to the specified compensation levels or jobs for the selected document type.

Currency

Select the default currency for the spending limit amount that is assigned to the specified compensation levels or jobs for the selected document type.

Compensation

Select the compensation grades that the policy rule applies to. You can select multiple compensation grades.

The Compensation field is displayed only if the Limit basis for all signing limit policies is set to Compensation. The Limit basis is set in the Signing limit parameters (form).

Job

Select the jobs that the policy rule applies to. You can select multiple jobs.

The Job field is shown only if the Limit basis for all signing limit policies is set to Job. The Limit basis is set in the Signing limit parameters (form).

Description

Enter a description that summarizes the rule conditions. For example, if you create a purchase requisition rule that applies to compensations levels 50-55, you might enter a definition of Req levels 50-55.


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

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