Create finance code subject rule

To create a finance code rule:

1. From the main menu, select Administration > Instance Management > Module - Workflow Rules.

   The Module - Workflow Rules screen appears.

2. Click to the right of the approval rule you want to add a rule subject to.

   A screen will appear showing all rule subjects that are available for you to use.

3. Click Finance Code.

   The Account Code Search window appears.

4. Use the following field descriptions to search for the code(s) you want to apply to the approval rule:

   Field	Description
   Code Type	This is a drop-down list that is unique to your organization. The list shows the code types available to your organization in Shared Travel Services.
   Code Value	Enter all or part of the code you are searching for.
   Code Description	If known, enter all or part of the description of the code you are searching for.
   Return Results	This drop-down list allows you to select the number of returned search results. If you select Top 20, the window would show the first 20 that match your search criteria.

5. Click Search.

   A list of codes matching your search criteria will appear in the window.

6. Click to the right of the charge code(s) you want the rule to apply to. The icon becomes a red check .
7. Click Save.

Note: The manager that will approve any transactions triggered by this rule will be the manager whose employee ID is in the Manager ID column beside the applicable code in the charge code (CC) interface file.

If you want to override the default behaviour and instead have transactions going to the manager of the employee as determined by the human resources (HR) interface file, click the Yes option beside HR Manager Only when you are creating the manager approval role.