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evelynyim
Occasional Member - Level 3

Can anyone point me to creating audit rule to check for 0% allocation?

Hi there,

I realized some of the employees would input 100% allocation at Cost Center 1 and 0% allocation at Cost Center 2. And this was accepted by Concur but when it is sync to our ERP, it results in posting error. Hence I would like to create an audit rule to check for 0% allocation and subsequently block the expense from submission. Can anyone kindly help?

1 Solution
Solution
evelynyim
Occasional Member - Level 3

5 REPLIES 5
grodriguezproje
Super User
Super User

Hi @evelynyim ,

 

Could you please attach an screenshot with an example? 

evelynyim
Occasional Member - Level 3

Screenshot 2023-07-21 113250.jpg

KevinD
Community Manager
Community Manager

@evelynyim I looked at this and conferred with a colleague to double-check. This isn't possible. The conditions in Audit Rules for allocations doesn't have the option to look at the Percentage entered. You could create a rule that flags the entry on Allocation save reminding users to not have an allocation line entry with a zero percentage. This to me is your best option for alleviating the issue.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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Solution
evelynyim
Occasional Member - Level 3

Thank you Kevin!

MSherman
Occasional Member - Level 2

I wrote a Cognos Query to try to find Exp rpts where people incorrectly do this, because it bombs out our SAP ICS jobs too.  The only problem is that Cognos reporting is a day lag, so it can't always find it if they do it the same day.  It's usually triggered by a returned report because of bad/closed allocation information, and people just re-update it with 0 instead of deleting the line.  If anyone finds a better solution for this, I'm all ears.