Signing limit policy (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, on the Policy tab, click the Policy button.

Use this form to define signing limit policies that are associated with specific organizational nodes by organization type, and then create associated signing limit rules for those nodes. You create signing limits to enforce spending and approval limits in your organization either by compensation level or by job.

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

Tab

Description

Signing limit policy

Create new policies, maintain existing policies, and access the Parameters form.

Tab

Description

General

Enter a name and description for the signing limit policy.

Policy organizations

Select the organization type and the organization nodes that the signing limit policy applies to. For example if you have two companies that require signing limit policies, the policy you are creating might apply to only of those companies.

Policy rules

View the types of policy rules that are defined for the signing limit policy. When a rule type is selected, the policy rules and related fields are displayed in the policy rules grid. The available types are:

  • Default signing limit

  • Limit agreement

  • Limit currency

Field

Description

Policy

Create a new signing limit policy.

Retire policy

Retire an existing signing limit policy.

Parameters

Access the Parameters form.

Field

Description

Change date

Change the expiration date of the selected policy rule. The policy rule expiration date must be a future date.

Field

Description

Select organization hierarchy

Select an organization hierarchy. Organizations with a yellow icon are available for selection. Organizations with a blue icon are already associated to a different signing limit policy. The organization hierarchies that are available for a new signing limit policy are determined by the organizations that are selected in the Policy parameters (form).

Selected organization nodes:

The organization nodes that you specified to be covered by this policy rule.

Policy rules

The individual policy rules for the selected policy rule type.

Filter by

Select a filter option to display a subset of policy rules. Options are:

  • All – All policy rules that are defined for the signing limit policy.

  • Current – All policy rules that are currently in effect.

  • Future – All policy rules that have been defined to go into effect on a future date.

  • Past – All expired policy rules.


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

Community Additions

Show: