Help on Skip Step - when everything is not Club Expense And/Or Cash Advance Return

[faye]

The requirement is for the step to be skipped when the claim does not contain a Club Expense. A Cash Advance Return may be present together with a Club Expense, but it is not mandatory and is not present in all cases. I initially configured this using an "Any In" condition with all expense types except Club Expense and Cash Advance Return. However, this requires maintenance whenever a new expense type is added. Is there a way to configure the step based on the presence of a Club Expense only, so that the step is skipped when no Club Expense exists in the claim?

Thanks!

[PoojaKumatkar]

Hi @faye ,

Add below condition in workflow step:

Entry: Expense Type

EVERY, Not In

Value: Cash Advance Return; Club Expense

Action = Skip step

This would cover below three scenarios and respective results:

Scenario 1: Report contains other expense types (except Club Expense, Cash Advance Return)

Result - Report should skip the approval step

Scenario 2: Report contains Club Expense, Cash Advance Return expense OR any one of them

Result - Report should go for approval (step shouldn't skip)

Scenario 3: Report contains other expenses + Club Expense, Cash Advance Return expense OR any one of them

Result - Report should go for approval (step shouldn't skip)

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

[faye]

Hi  @PoojaKumatkar, 

Thanks for the feedback, really appreciate it!

"Every Not In" was actually my initial setup. However, I found that when a claim contains other expense types along with a Cash Advance Return, the step is not skipped.

The requirement is for the step to be skipped whenever there is no Club Expense on the claim. A Cash Advance Return may or may not be present with the Club Expense, but its presence alone should not determine whether the step is skipped.

[PoojaKumatkar]

Hi @faye ,

I have tested this condition and for me its working fine for all 3 scenarios. Is it not working for you?

[faye]

Hi @PoojaKumatkar 

I think there may be a gap in the "Any one of them".

Requirement:

Club only → Approval
Club + CA Return → Approval
Non-club only → Skip
Non-club + CA Return → Skip

With the condition (EVERY, Not In, Cash Advance Return; Club Expense), a report containing a non-club expense together with a CA Return would still go to approval because the report contains a CA Return. This is also based on my testing and an incident raised by the client. Can you confirm whether the expected behavior for Non-club + CA Return is Approval or Skip?

Thanks so much! 🙂

[PoojaKumatkar]

Hi @faye ,

Your testing is correct. For below conditions, report is going for approval.

Non-club + CA Return → Skip

To make your requirement work, I tried serval permutation and combinations but every time one of the scenario is failing. You need to do some trial and error from your end and see if it works.

If time permits will try from my end too.

[KevinD]

@faye if I'm reading this correctly, the Cash Advance has nothing to do with the skip step, is that correct? I think maybe adding the Cash Advance expense type is causing the issue. Since it is not the determining factor, I would remove it from your condition. The Any In or Every In would then need to be updated as well since "in" relates to multiple expense types in this case.

[faye]

Thanks, @KevinD!

Not exactly. Cash Advance Return by itself isn't the determining factor but it is part of the scenarios we're trying to account for.

I have also tried Every not equal and only Club Expense but a claim with Club Expense and a CA return actually skipped when it should be going to approval. 

[KevinD]

@faye Okay, your initial post said that the conditions were based on the presence of a Club Expense only. 

So, could you clarify the exact scenarios please? 🙂