Required Statistical I/O for just one Statistical Cost Center

[williamba]

Hi all, I would be curious if I can make the statistical I/O field in the expense report header a requirement for just one statistical cost center?  That team that has statistical I/O's every expense report, however, they forget to add them all the time and it upsets our AP reviewers when they have to send a report back just for the I/O to be added.  

[rohanpatil · Accepted solution]

Hi @williamba 

You can setup a custom audit rule.

https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Exp/Exp_SG_Audit_Rules.pdf

When header-cost center is equal to 2001040 and header-Statistical IO is blank. Error exception level 99: Action for the cost center 2001040, please input a statistical IO to continue.

You will need to include additional conditions if this data can be input at expense entry and/ or allocation levels as well.

Hope this helps.

[rohanpatil · Accepted solution]

Hi @williamba 

You can setup a custom audit rule.

https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Exp/Exp_SG_Audit_Rules.pdf

When header-cost center is equal to 2001040 and header-Statistical IO is blank. Error exception level 99: Action for the cost center 2001040, please input a statistical IO to continue.

You will need to include additional conditions if this data can be input at expense entry and/ or allocation levels as well.

Hope this helps.

[KevinD · Accepted solution]

@williamba I was going to say what @rohanpatil said. If this is only for the HR & Admin Cost Center, then the rule is pretty straightforward to set up. 

[williamba]

@KevinD @rohanpatil I was able to place this audit rule in effect based upon your guidance!  Thanks for the help, Will