Setting up an Audit Rule for Restricted Vendors for Expense Users

[TML]

Hi,

We have a specific vendor that will no longer valid for expense claims. I want to create a "pop-up" style warning or an alert that triggers the moment a user selects this vendor in an expense report.

Is there the ability to configure an Audit Rule in Concur Expense to flag a specific vendor.

ie: When a user saves an entry where "Vendor Name" equals [Vendor Name], I want a warning message to appear stating they should use our preferred supplier instead.

[KevinD · Accepted solution]

@TML you should be able to create this pretty easily just the way you described it. Entry Vendor Name Equals. However, since SAP Concur has a Vendor field which uses the Vendor lists from list management and a Vendor Name field you should probably create the audit rule to account for both of these fields. You can create both conditions in the same rule by use the "OR" operator.

Audit rules do not show on a pop-up, but the user will see the entry flagged with a red alert. If they try to submit, they would then get a pop-up telling them there is an exception that needs to be fixed.

Let me know if you need any help.