audit rule when the affidavit was not attached

[MNapieralska]

Hello SAP Concur team,

While implementing additional country, we noticed that the user can submit an expense report even if the receipt or affidavit was not attached. We want the end user to get the alert/warning, when the affidavit was not attached and this alert should prevent the end user from submitting an expense report.

Is there an audit rule that could be applied to make this happen? Basically, the end user should or attach the receipts or attach "no receipt declaration".

Best regards,

Marta

[KevinD]

@MNapieralska I see you work for one of our Certified Implementation Partners. Did you know that we have a dedicated Partner Support Portal that is designated for Partners only where you can submit questions such as this one you asked? 

I have been instructed by our Partner team that all partner must submit their questions to our Partner Support Portal. We have Support people that are dedicated to providing support to our Partners only. It is one of the perks of being a Certified Partner. 

If you have never accessed our Partner Support Portal, you will need to work with someone at your company who has accessed the Portal and they can submit a request on your behalf to gain access. 

What I can tell you is that what you are asking is possible. However, I will let our Partner team provide you the directions on how to set up the rule.

[PoojaKumatkar]

Hi @MNapieralska ,

As you mentioned for newly implemented additional countries, missing receipt affidavit rule is not working. Does this mean it is working for the old setup, meaning for other countries (excluding new country).

If yes, then you can go to the Exceptions section and search for missing affidavit and if you get any exception then copy that exception code and search it in Audit Rule section. This is the easiest way to find out if there is any existing audit rule available for the missing receipt affidavit.  If audit rule is already available, then you can modify the rule and under Applies to Section you can select additional newly implemented countries employee group from drop down and save it. With this existing rule will be applicable for the newly countries setup.

If rule is not available and you want to create the rule, then follow below steps:

1. Open Policies and on first page ensure missing receipt declaration setting is enabled.

Note - if you are using existing policies for new countries/employee groups then no changes are required. If you have created new policy, then only this step is applicable. 

2. Go to Receipt handling >> modify existing active receipt handling rule which is currently in use and in Applies To section ensure newly implemented countries (employee groups) are added. >> Save

Sample screenshot:

3. Go to audit rules >> create new rule

Event - Entry Save 

Applies To - select countries/employee groups for which you want to activate this rule.

Write below conditions and exception msg and save.

Testing Result:

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

[MNapieralska]

Thanks a lot @PoojaKumatkar ! It worked in general, the only thing is that when we attach now the declaration about the missing receipt, the second error message "Action: You have selected the Receipt Status as 'No Receipt'. Please selelect the correct...' still persists and we can not get rid of it. The expected behaviour is that after attaching the declaration, the error message won't appear and the end user can submit the report.  Would you know where can be the error?

[PoojaKumatkar]

Hi @MNapieralska ,

For me all the errors got disappeared once I have attached declaration.

Try below thing:

1. Copy that error msg and search it in exceptions. Ensure you are checking the one which has exception level 99 (hard stop). Copy that exception code and go to audit rules.

2. Search for audit rule which has that exception code.

3. Check if that audit rule has below conditions. This screenshot is from my system, and it worked for me for the missing receipt declaration scenario. (Refer Screenshot below)

Or

Possible that this audit rule might not have been applicable for the additional new countries. As you mentioned you have implemented new countries and since this audit rule is from old set up, you might need to check the section on audit rule 1st page and check whether new countries employee groups are selected or not. With this, rule gets applicable, and system will validate the conditions

Let me know if issue gets resolved.

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

[MNapieralska]

Perfect, thank you. I'll review it shortly. One more thing, maybe it's worth to check it, which are your settings in Receipt Handling? I'm not whether there we have it set up correctly.

[PoojaKumatkar]

Hi @MNapieralska ,

For testing purpose, I was using standard receipt handling rule.

Rule Name - Receipt Limit - Expenses Requiring Receipts (Global)

You must be having existing receipt handling rule, just update Applies to section for new countries/employee groups. If it is working fine for old country setup then it will work for new countries as well.