Setting up per day limit audit rule with one expense type and another expense types sub type

[Saikat1]

Hi Team,

We have a requirement where we need to set up a daily limit condition for meal1 expense type and meal2 expense types sub type 1(meals a specific list value for meal2). Can you suggest please how we can proceed. I am using 'In' operator to use both expense types but since one of them I need only one sub -type so that rule is not working. Can you suggest please how can we write a single rule where we can add one expense type and another expense types sub type(a specific list value) for a daily limit condition.

[grodriguezproje]

Hi @Saikat1 

Please find an example. Maybe you are not including the conditions: Transaction type (Expense without itemization or Itemized entry on an expense) this is really important for the system to work. 

For the Condition in my screenshot (Custom 01 - List no default) is not necessary, to include since this is a custom field that is in place in the form to differentiate between (Breakfast ,Lunch and Dinner by using the same expense type)

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

Thanks!

[KevinD]

@Saikat1 could you provide a screenshot of what you are describing, please? I want to see if it is indeed an itemization or something else. I've seen some companies have an expense type named Meal, then another field appears where they choose the meal type, which sounds like what you are referring to. 

[PoojaKumatkar]

Hi @Saikat1 ,

Can you please provide a expense entry screenshot where we can see those expense type and sub type field. Also please let us know if you are using any connected list for sub type. Or it is a just a simple list field. 

If you could give us one proper example with some expense type name and sub type name then that would help us to understand your requirement.

You can check below similar community post as well and try writing rule in similar way. Just instead of yearly total, use daily total data object.

https://community.concur.com/t5/Admin-Group-Forum/Audit-rule-amount-calculation-on-second-level/m-p/...

[Saikat1 · Accepted solution]

Hi all, 

Thanks for all of your responses. I was able to solve this issue putting some and / or conditions. 

[grodriguezproje]

Hello @Saikat1 

then basically my screenshot was the input that help you and you marked as a solution your own message hehe 😉