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wtemple
Occasional Member - Level 1

Comments Required for Transactions Larger than.....

Hello,

 

I am trying to set up a rule that requires people to enter a comment anytime there is a transaction larger than $500.00. I am currently using "Amount" as the Field/Value however, it does seem to trigger a warning to enter a comment when I t5ry and test it.

 

Any ideas??

2 REPLIES 2
KevinD
Community Manager
Community Manager

@wtemple your rule should have two conditions:

1. Transaction amount is greater than $500

2. Entry Has Comments Equals No.

 

For the exception, make sure it is set at a level 99 so that this will be a hard stop.


Let me know if you have any questions.


Thank you,
Kevin
SAP Concur Community Manager
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wtemple
Occasional Member - Level 1

wtemple_0-1714670507927.png

Is this how you would have it set up? I used "Amount" in the field/value as I did not see a transaction only option 

wtemple_1-1714670573889.png