Benefit eligibility policy (form) [AX 2012]

Updated: July 23, 2012

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.

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

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.

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.

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.


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

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