Audit Rule - Payment type validation

[xrorod]

Hi, 

We have employees with more than one p-card assigned to them (different payment types/banks). Is it possible to create an audit rule to prevent submission if the report includes expenses from both cards? Like we have bank 1 and bank 2, but we don't them to mix. How the condition should be set up? 

Thanks. 

Regards

[KevinD]

@xrorod How I've seen this done is by creating a new policy for the second p-card. You will need to make the Policy field visible, editable, and required on the Report Header. This forces the employee to choose a policy. Then you create an audit rule with conditions that say Report Policy Equals (Policy Name) AND Expense Payment Type Not Equal to (Payment Type that is disallowed). This will block employees from submitting a report with the two different payment types. You will need to create a second audit rule that accounts for the other disallowed combination. Report Policy Equals (Second policy name) AND Payment Type Not Equal to (Other Payment Type). 

You might be able to combine all these conditions into one Audit Rule by putting the first two Conditions in Parentheses and then us the OR operator to enter the second set of conditions, also in parentheses. 

Let me know if this makes sense.