Signature Rules

  • Users can only create drawing circles and rules when a suitable license (signature circle release) has been imported → License management.

  • The "INVOICE-SRS-RELEASE-Workflow-1" workflow has been selected in the "Release workflow to be started" field in the settings for the billing circles. → Global settings.

  • Users can only create as many release levels as they have purchased with the license.

Changes to the release levels and the routing definitions have a direct influence on all operations of the drawing area release type in the workflow.

Notes

  • The name of the default signature rule cannot be changed.

  • The default signature rule cannot be changed.

  • Only as many share levels are visible as are licensed.

  • After downgrading the license, users may need to delete levels when saving.

Actions

Action

Function

Comments

Online help

Display of context-based help


Fields

Field

Explanation

Invoice circle

Invoice circle name = Signature rule name = Drawing circle name

Global dual control principle

If the checkbox is activated, a global four-eyes principle across levels is necessary.
Example: Three levels for release. Users must be released on at least two levels. If the release amount cannot yet be released, the system runs through the levels up to the top level until it can effectively be released.

Dynamic routing

Release without specifying routing definitions.

Release levels

Field

Explanation

Nr

sequence number (internal)

Release levels

Maximum number of levels, which are passed through for the release

Amount

Maximum release amount on the level

Four-eyes principle

Four-eyes principle on current level must be fulfilled. A four-eyes release on level does NOT fulfill the global four-eyes check. It counts only as one release.

Flat-rate release

Up to this value, a user does not need to explicitly release at this level.
The release takes place automatically.

Example:

images/download/attachments/140832789/image2022-11-7_15-8-2.png

The system searches for the users for the defined release levels in the corresponding drawing areas.

Routing groups

Field

Explanation

Routing group level 6

Groups which are allowed to release on level 6

...

...

Routing group level 2

Groups which are allowed to release on level 2

Routing group level 1

Groups which are allowed to share on level 1. It is the last possible sharing level

The display of available groups depends on the purchased license and the sharing levels created in the sharing groups

Example:

images/download/attachments/140832789/image2022-11-7_15-6-11.png

The amounts and release limits of the individual routing groups have been defined in the corresponding release levels above.

  • Routing group level 1 receives its data from L1 release level

  • Routing group level 2 receives its data from L2 release level

  • ...

  • Routing group level 6 receives its data from L6 release level

The release levels assigned above define the entry point of the routing groups. This means: With e.g. 3 release levels the workflow starts with the defined groups from routing group 3.