Applying a business rule to a group or organization

You can apply business rules to a specific organization or a specific group. Applying a business rule to an organization or a group enables the rule to fire only for users of the specified organization or the specified group.

Administrators can only see a business rules that belong to one of their assigned groups or organization. To see server-side business rules, the administrator must belong to the SAT: Server Business Rules and SAT Business Rules groups. System administrators must associate business rules with at least one group but super administrators are not restricted by this rule. If you are a super administrator, you can create business rules without assigning them to groups or organizations. See the Infor Expense Management System Administration Tool User Guide.

The Apply To group box has options for finding organizations, groups, or for removing an organization or group from the list that the business rule applies:

  • Organization: Click to add an organization.
  • Group: - Click to add a group using the Select Groups of Type Data screen.
  • Remove Org/Group: Click to remove a selected organization or group from the list.

To apply a business rule to a group or organization:

  1. Select Manage > Business Rules > Business Rule.
  2. Click Find twice to locate a business rule that you want to edit.
  3. Select the business rule.
  4. Complete the appropriate information. See Editing a business rule.
  5. Click the Apply To tab. The name of the organization or group to which the business rule applies is displayed.
  6. To add an organization:
    1. Click Organization.
    2. Click Find.
    3. Select a cost center segment.
    4. To save your changes, click OK.
  7. To add a group:
    1. Click Groups.
    2. Click Find.
    3. Select a group.
    4. Click Pick Selected.
  8. To remove an organization or group, select the name and click Remove Org/Group.
  9. To save your changes, click OK.