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Hello team, I hope everyone is well.
We have here in our expense types (Mileage and Fuel), but I would like to block or alert when both types of expenses are included in the report, is this possible?
Thanks
Solved! Go to Solution.
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Hello @MIRANDA
You can certainly do this in case you have the Professional edition. You can refer to conditions and possibilities in the audit rule documentation.
In your case the alert can be on entry save. Condition can be to check if entry expense type in Mileage or Fuel and message can be with level 1(warning) or 99 (error).
https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Exp/Exp_SG_Audit_Rules.pdf
Hope this helps
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Hi Miranda
Are you an end user or a processor?
If you are a processor and want to search for reports with 'expense types (Mileage and Fuel)' in the end users' reports, please follow these two steps:
Create an audit rule
Create a query on the Expense Processor view
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Hello @MIRANDA
You can certainly do this in case you have the Professional edition. You can refer to conditions and possibilities in the audit rule documentation.
In your case the alert can be on entry save. Condition can be to check if entry expense type in Mileage or Fuel and message can be with level 1(warning) or 99 (error).
https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Exp/Exp_SG_Audit_Rules.pdf
Hope this helps
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Hi @rohanpatil
Thank you for sharing the file on audit rules, I will study it and if I have any difficulties in developing it, I will turn to the experts.
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@MIRANDA so, now that @rohanpatil has let you know what you are asking is possible, the question is...How familiar are you with creating audit rules? 🙂
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Hi @KevinD
I have already had the opportunity to modify the audit rule and after testing it was approved by the applicant.
However, in this case I was in doubt (I admit), I will read the documentation sent and if I have any difficulties I will contact SAP Concur support.
Thank you
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Hi Miranda
Are you an end user or a processor?
If you are a processor and want to search for reports with 'expense types (Mileage and Fuel)' in the end users' reports, please follow these two steps:
Create an audit rule
Create a query on the Expense Processor view
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Hi @SNLee89
Thanks for sharing your experience, I'll read about the topic a little more before applying your solution.