Audit rule

[MNapieralska]

Hello Team,

I'm trying to create an audit rule where the rule would check if the start date and end date of a request would match the start date and end date selected in the expense report entry. For instance somebody sends the request for business trip for 3 days from 1st of February till 3rd of February. The request is accepted and now the audit rule should make sure that all expense types included in the report have the same date range or are dated between 1st and 3rd of February. Thanks in advance for any advise! Best regards,Marta

[KevinD · Accepted solution]

@MNapieralska I don't believe you can create an audit rule that looks to see if the Request start and end dates match the Report start and end dates.  However, you can add Report Start Date and Report End dates fields on the Report Header and make an audit rule that would require the expenses have dates in that date range. 

However, you cannot enforce that the Request start and end date match the report start and end date. All you could do is somehow educate users that the report start and end date must match the request start and end date. 

From what I see you can't do what you are asking exactly, but maybe someone else knows how. 

[KevinD · Accepted solution]

@MNapieralska I don't believe you can create an audit rule that looks to see if the Request start and end dates match the Report start and end dates.  However, you can add Report Start Date and Report End dates fields on the Report Header and make an audit rule that would require the expenses have dates in that date range. 

However, you cannot enforce that the Request start and end date match the report start and end date. All you could do is somehow educate users that the report start and end date must match the request start and end date. 

From what I see you can't do what you are asking exactly, but maybe someone else knows how. 

[MNapieralska]

Hello @KevinD , many thanks for your comment, I really appreciate it.  I'll have a look in the system and I'll get back to you. Cheers, Marta

[PoojaKumatkar · Accepted solution]

Hi @MNapieralska ,

I agree with Kevin. However, to make this audit rule work you can do following configuration:

1. Add Report Start Date and Report End Date fields in Report Header form.

2. in Fields tab, for Report Start Date field give copy down source of request header Start Date and for Report End Date field give copy down source of request header End Date. With this system will copy down request start date and end date in report start date and end date field when request is attached to expense report. 

Note - Ensure to keep these fields optional as user might create expense report without request. In this case system should not check this audit rule. If attaching request is mandatary to create expense report as per your company policy then you can keep these fields required.  

Sample screenshot: 

3. Write below audit rule:

Event - Entry Save

4. Done

Testing Result:

If this answers your query, then please mark solution as accepted.

[MNapieralska]

Amazing @PoojaKumatkar , I'm now going to test it and accept the solution if that works. Many thanks!

[KevinD]

@MNapieralska @PoojaKumatkar and I make a great team. LOL. 

Let us know if you have any issues with the rule or any other questions. 

[MNapieralska]

Hi @KevinD @PoojaKumatkar , I've tested it but for me it doesn't work yet. I'm sure I have to just review my configuration. I'll let you know next week. Thanks!