cmakai
Routine Member - Level 3

Project numbers & Allocation (Best practice advice)

For Capex projects, we require a Project group and project number be chosen in Concur. Once chosen, they should be allocating the expenses, but many times they are not (thus the expense defaults to the associate department/cost center). 

 

To get them to allocate, I know I can create an audit rule: IF Entry field value project group Is Not Blank AND Entry =No Group (0000), AND not equal value No Group, AND Entry Has Allocation = No, then Exception 51 message: All Capex expenses need to be allocated.....

 

Is that the best way to do this or is there another suggestion? I wasn't sure if you could make some sort of conditional field or something...

1 REPLY 1
KevinD
Community Manager
Community Manager

@cmakai if you require the Project Group and Project number for the Capex projects, wouldn't you want to make the Exception a 99 hard stop? If you don't, then users could still submit without entering the required information. Then the report would likely have to be sent back for correction. 

 

Other than that, I would handle this the way you suggested by using an Audit Rule. From what I read, conditional fields can only be done at the Report Header and Expense Entry level and will not work with connected lists.


Thank you,
Kevin
SAP Concur Community Manager
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