Define partner determ. procedure and partner functions

In this step, you define the partner determination procedures and the partner functions that belong to them. You assign a partner determination procedure to an appropriation request by means of the appropriation request type. In the master record of the appropriation request, you can assign the persons involved with the appropriation request to appropriate partner functions (roles). In this way, you can manage the names and functions of people associated with the appropriation request.

You should be aware that partner determination procedures also play a role in the approval process for appropriation requests. You have to assign a partner function, from the partner determination procedure being used, to each approval level. The person who fulfills the given partner function is responsible for the approval of that level (see defining approval levels).

Activities

Define the partner determination procedure and the partner functions it contains.