Benefit eligibility policy (form)

Article
10/09/2018

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

Click Human resources > Setup > Policies > Benefit eligibility. Select the policy to open. On the Action Pane, click Edit. Or, to create a policy, click Policy.

Use this form to define benefit eligibility policies that are associated with specific organization nodes by organization type, and then create associated benefit eligibility rules for those nodes.

This form is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Tasks that use this form

Key tasks: Benefit eligibility policies

Navigating the form

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

Tabs

Tab	Description
General	Enter a name and description for the policy.
Policy organizations	Select the organization type and the organization nodes that the policy applies to. For example, if you have two companies that require audit policies, the policy you are creating might apply to only one of those companies.
Policy rules	Define the rules that are associated with the policy. For example, you might specify that all invoices from a particular vendor that are more than US 500 require special approval.

Buttons

Button	Description
Retire policy	Retire the selected policy. When you retire a policy, all the rules that are contained in the policy are retired as well. Retired policies remain in the system for auditing purposes, but they cannot be reactivated.
Policy	Open a form where you can create a policy and its associated policy rules.
Parameters	Open a form where you can define the organizational structure that policies apply to and the order of precedence for those policies.
Create policy rule	Create a policy rule for this policy, based on the selected policy rule type.
Retire policy rule	Retire the selected policy rule. Retired policy rules remain in the system for auditing purposes, but they cannot be reactivated.
Change date	Change the expiration date of the selected policy rule.

Fields

Field	Description
Name	Enter the name of the policy.
Description	Enter a description of the policy.
Select organization hierarchy	The organization hierarchy in which this policy applies. For benefit eligibility policies, the organization hierarchy is Company, and the organization nodes are legal entities.
Available organization nodes	The legal entities that can be selected for this policy. Benefit eligibility policies are applied based on the legal entity that employs the worker.
Selected organization nodes	The legal entities that have been selected for this policy. This policy applies to the workers who are employed by the legal entities that are included in this list.
Policy rule type:	The types of policy rules that have been defined for the policy. When a policy rule type is selected, the policy rules and related fields are displayed in the policy rules grid. For more information about policy rule types, see Policy rule type (form).
Filter by	Select a filter option to display a subset of policy rules. All – All policy rules that are defined for the 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
Policy rules	The individual policy rules that have been defined for the selected policy rule type.
Effective	The date when the selected policy rule instance becomes active.
Expiration	The last date when the selected policy rule instance will be active.
Include parent rule	Because the organization structure for benefit eligibility is limited to legal entities, this field is not used for benefit eligibility policies.