Concur Request: Audit Rules (Validation Rules) Setup Guide · 2020. 8. 14. · this data") or False...
Transcript of Concur Request: Audit Rules (Validation Rules) Setup Guide · 2020. 8. 14. · this data") or False...
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Concur Request: Audit Rules – Validation Rules
Setup Guide
Last Revised: February 11 2014
Applies to these SAP Concur solutions:
Expense Professional/Premium edition
Standard edition
Travel Professional/Premium edition Standard edition
Invoice Professional/Premium edition
Standard edition
Request Professional/Premium edition Standard edition
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Concur Request: Audit Rules – Validation Rules Setup Guide i Last Revised: February 11 2014
© 2004 - 2020 SAP Concur All rights reserved.
Table of Contents
Section 1: Permissions ................................................................................................1
Section 2: Overview ....................................................................................................1 Activation of Validation Rules .................................................................................. 2
Section 3: Request Configurations ..............................................................................2
Section 4: General Concepts and Definitions ...............................................................2
Visibility of Exception Message Text .............................................................................. 2
Exceptions................................................................................................................. 3
Events (Triggers) ....................................................................................................... 3
True/False ................................................................................................................. 4
Understanding Validation Conditional Expressions .......................................................... 4
The Validation Condition Page ...................................................................................... 6
Section 5: Summary – The Basic Process of Creating Validation Rules ...................... 12
Section 6: Procedures ............................................................................................... 13
Accessing Validation Rules ......................................................................................... 13
Adding a Validation Rule ........................................................................................... 14 Completing the Validation Rule step ...................................................................... 14 Completing the Conditions Step ............................................................................ 15 Completing the Actions Step ................................................................................. 16 Completing the Exception Step ............................................................................. 18 More About Calculation Formulas .......................................................................... 19
Editing a Validation Rule ........................................................................................... 20
Copying a Validation Rule .......................................................................................... 21
Deactivating / Activating a Validation Rule................................................................... 22
Removing a Validation Rule ....................................................................................... 22
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ii Concur Request: Audit Rules – Validation Rules Setup Guide Last Revised: February 11 2014
© 2004 - 2020 SAP Concur All rights reserved.
Revision History Date Notes / Comments / Changes
July 20, 2020 Removed the Request/Authorization Request/Concur Request section to align
with Concur Request product branding.
June 5, 2020 Changed "Authorization Request" to "Concur Request" in Request guide references to align with Concur Request product branding.
June 3, 2020 Changed "Authorization Request" to "Concur Request" in guide title to align
with Concur Request product branding.
April 22, 2020 Renamed the Authorization Request check box to Request on the guide’s title page; cover date not updated
January 10, 2020 Updated the copyright; no other changes; cover date not updated
January 17, 2019 Updated the copyright; no other changes; cover date not updated
April 12, 2018 Changed the check boxes on the front cover; no other changes; cover date not updated
February 21 2018 Updated the copyright; no other changes; cover date not updated
December 14 2016 Changed copyright and cover; no other content changes.
May 13 2016 Updated the Permissions section and guide content to new corporate style; no
content changes.
November 17 2015 Changed references for Authorization Request: Risk Management Integration Setup Guide to Authorization Request: Risk Management Setup Guide; no
other content changes
July 10 2015 Updated the screen shots to the enhanced UI; no other content changes
September 16 2014 Added information about two user interfaces; no other content changes.
February 11 2014 Removed references that Agency Proposals is available only in France; it is
now available worldwide
January 20 2014 Cover and copyright changes; no other content changes
November 11 2013 Data object – Request:
• Dates overlap another request
October 28 2013 Data object – Segment – added:
• Booking origin
Data object – Request – now available:
• Highest Location Risk Level
• Main Destination Risk Level
Data object - Request Entry - now available:
• Location Risk Level
Data object - Segment - now available:
• From Location Risk Level
• To Location Risk Level
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Concur Request: Audit Rules – Validation Rules Setup Guide iii Last Revised: February 11 2014
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Date Notes / Comments / Changes
May 17 2013 Added information about Request data object:
• Has Event Request
• Has Offline Agency Segments
April 26 2013 Added information about:
• Amount-Daily Limit for Request Cash Advance
March 28 2013 Data object - Request:
• Changed: Request Type Code to Request Type
• Added:
Created By Delegate
Highest Location Risk Level (used with Risk Management; not yet available)
Main Destination Risk Level (used with Risk Management; not yet available)
Data object - Request Entry - added:
• Location Risk Level (used with Risk Management; not yet available)
• Transaction-Daily Total (multiple expense types)
• Transaction-Monthly Total (multiple expense types)
• Transaction-Weekly Total (multiple expense types)
• Transaction-Yearly Total (multiple expense types)
Data object - Segment - added:
• From Location Risk Level (used with Risk Management; not yet available)
• To Location Risk Level (used with Risk Management; not yet available)
March 4 2013 Added a note that the Agency Proposals feature is available only in France
February 22 2013 Added information about:
• Name change from "Travel Request" to "Request"
• The Request Type Code field in the condition editor
January 18 2013 Added information about these Request data object options:
• Main Destination City
• Main Destination Country
December 28 2012 Made rebranding and/or copyright changes; no content changes
November 20 2012 Added information about Cash Advance Limit
October 19 2012 Added information about these Request Entry data object options:
• Amount – Daily Total (multiple expense types)
• Amount – Monthly Total (multiple expense types)
• Amount – Weekly Total (multiple expense types)
• Amount – Yearly Total (multiple expense types)
July 13 2012 Added information about the Duration (Days) field
May 18 2012 Added information about attendee rules and vendor rules
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iv Concur Request: Audit Rules – Validation Rules Setup Guide Last Revised: February 11 2014
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Date Notes / Comments / Changes
April 24 2012 Added an example for a simple per diem
March 23 2012 Added information about validation rules and calculation formulas
March 6 2012 Made rebranding and/or copyright changes; no content changes
February 22 2012 General revisions
February 17 2012 Initial publication
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Section 1: Permissions
Concur Request: Audit Rules – Validation Rules Setup Guide 1 Last Revised: February 11 2014
© 2004 - 2020 SAP Concur All rights reserved.
Audit Rules – Validation Rules
Section 1: Permissions
A company administrator may or may not have the correct permissions to use this feature. The administrator may have limited permissions, for example, they can affect only certain groups and/or use only certain options (view but not create or edit).
If a company administrator needs to use this feature and does not have the proper
permissions, they should contact the company's SAP Concur administrator.
Also, the administrator should be aware that some of the tasks described in this guide can be completed only by SAP. In this case, the client must initiate a service request with SAP Concur support.
Section 2: Overview
Validation rules are used to compare values in selected request fields to a table of predefined values imported by the client or against a simple list. For example, the client can use validation rules to:
• Validate that a combination of field values are valid/allowed
• Auto-fill/Change a custom field based on the data in a different custom field
• Create an exception if certain values are present
When creating a validation rule, the administrator defines when the comparison occurs (the event that triggers the comparison), which can be:
• Request allocation save
• Request entry save or submit
• Request save or submit
• Segment save or submit
• Post request submit
Then, the administrator defines what happens next (the action), which can be:
• Exception: The system generates an exception (similar to an error message). – or –
• Update: The system replaces the value in the request field with another
value. – or –
• Update then exception: Both of the above.
– or –
• Calculation formula: Calculate a formula (defined in the policy).
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Section 3: Request Configurations
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NOTE: Not all actions are available for all events, as described on the following pages.
Activation of Validation Rules
If the client wants to use this feature, the client contacts Concur Client Support for assistance. Concur enables the feature by running the OID Import job.
Section 3: Request Configurations
Not all Request features are available for all Request implementations.
Implementation Is this feature available?
Stand-alone Yes, Optional
Integrated with Concur Expense (but not Concur Travel) Yes, Optional
Integrated with Concur Travel (but not Concur Expense) Yes, Optional
Integrated with Concur Expense and Concur Travel Yes, Optional
Section 4: General Concepts and Definitions
This section of the guide describes the basic concepts and definitions associated with validation rules. The section following this one describes how these concepts and
definitions fit into the general process of creating and managing validation rules.
Visibility of Exception Message Text
As noted previously, the resulting action of a validation rule can be to display an exception (similar to an error message). When creating or editing a validation rule that generates an exception, the administrator defines who sees the exception message:
• Traveler (user), Approver, and Processor: The request user, request approver, and request processor see the exception message.
• Approver and Processor: The request user does not see the exception
message and, hence, does not know the request may have an issue.
• Processor: The request user and request approver do not see the exception message and, hence, do not know the request may have an issue.
The exception text appears along with:
• A yellow flag if the exception does not prevent submission of the request
• A red flag if the exception prevents submission of the request
• A gray flag if the Processor has cleared the exception
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Section 4: General Concepts and Definitions
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Exceptions
Also, when creating or editing a validation rule that generates an exception, the administrator specifies the appropriate exception message. All exceptions contain the
following:
• Exception code: This is the company-defined code for the exception, up to eight alphanumeric characters, all uppercase.
NOTE: The company can later use this code for reporting.
• Exception level: The company decides how many exception levels (up to 99) to use. For example, assume the company decides to have six exception
levels, with level 1 being a minor exception and level 6 being a severe exception. The company also decides the point at which the severity of the exception prevents the user from submitting the request (via Administration > Request > Workflows > Settings). For example, assume the system does
not allow the user to submit the request if it contains a level 6 exception.
• Exception text: This is the actual message that appears, such as "The project code selected is not a valid project code."
Events (Triggers)
When creating or editing a validation rule, the administrator specifies the event that
triggers the rule, for example:
• Request Allocation Save: The rule is triggered as allocations are saved. (Though this type of rule is triggered when the allocation is saved, the exception icon and message appear on the request header page – not in the
Allocation window.)
• Request Entry Save: The rule is triggered when a request entry is saved.
• Request Entry Submit: The rule is triggered when the request is submitted.
NOTE: Request Entry Submit rules are processed before Request Submit rules.
• Segment Save: The rule is triggered when a segment is saved.
• Segment Submit: The rule is triggered when the request is submitted.
NOTE: Segment Submit rules are processed before Request Submit rules.
• Request Save: The rule is triggered immediately after the request header information is saved whether by the employee, approver, or processor.
• Request Submit: The rule is triggered when the request is submitted. If
there are exceptions generated that are above the exception level limit (that is, prevents request submission; described in Exceptions in this guide), then the request will not be submitted and will not enter the first step of a
workflow.
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Section 4: General Concepts and Definitions
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• Post Request Submit: The rule is triggered immediately after a request
enters the first step of workflow. Any exceptions generated will not prevent the request from being submitted.
True/False
Each conditional statement resolves to True or False. The administrator defines that the action occurs when the comparison equals True ("the value in the field matches
this data") or False ("the value in the field does not match this data").
Understanding Validation Conditional Expressions
Conditional expressions in Validation Rules are similar to creating database queries. Each condition using the Field Validation data object narrows down the list of potential matches. In order to match a request field with a field in the validation table, it is necessary to use multiple conditions to specify the correct validation table row. For example, this condition:
Will evaluate as:
The entry amount equals the validation table Amount1 (where the validation table row contains Type = City Limit and Id_01 = New York)
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Section 4: General Concepts and Definitions
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When creating or editing conditional expressions, the administrator should consider the following.
• The Field Validation data object must be selected in order to use fields in the validation table for comparison.
• The List Validation data object is used to compare request fields to a simple configured list.
• The Type field in the validation table allows the client to reuse columns for
different data.
• The Type and Id 01 fields must be included when using the Field Validation data object.
• The only operator that can be used against the Id columns and the Type column is the equal operator. This is the same for the List Validation object.
• When using the Field Validation object, the Id fields must all be used in
numeric order 1 through n. For example, if you use Id 5 you must use Id 1 through Id 4 first.
• The List Validation object can only be on the right side of the expression.
• When looking up list values, the list item short code is used:
When copying from one list to another, the source list short code for the current value is used to look up the short code in the target list.
When copying from a text field, the text field value is compared to the
short code value.
When copying from a constant value, that value is compared to the short code value.
• When the List Validation object is selected, the List Validation helper appears
on the right side of the page, displaying the configured simple lists.
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Section 4: General Concepts and Definitions
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The Validation Condition Page
The Condition page in Validation Rules is similar to the Condition page used for Audit Rules, Workflow, and Processor.
Field Description
A: Left Parenthesis Choose zero to three parentheses, depending on the complexity of the condition.
B: Data Object These choices are based on the event that triggers the rule:
• Agency (used with the Agency Proposal feature; refer to the
Concur Request: Agency Proposals Setup Guide)
• Employee
• Field Validation
• Request
• Request Allocation
• Request Cash Advance
• Request Entry
• Request Entry Attendee
• Request Exception
• Segment
Refer to Events (Triggers) in this guide for definitions.
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Section 4: General Concepts and Definitions
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Field Description
C: Field / Value Click an item in the helper pane that appears. The information that
appears in this pane is based upon the selection the administrator made in the Data Object list.
Field Validation: This will display the list of columns from the validation table.
D: Operator Click an item in the helper pane that appears. The information that
appears in this pane is based upon your previous choices.
E: Data Object The system provides the option that best suits the previous choices.
Change it if necessary.
List Validation: This will display all currently configured custom
simple lists and is only available on the second-row data object selection list.
F: Field / Value Click an item in the helper pane that appears. The information that
appears in this pane is based upon the selection the administrator made in the Data Object list.
List Validation: This will display all currently configured custom
simple lists.
Field Validation: This will display the list of columns from the
validation table. Only columns that match the data type selected in field C above will display.
G: Right Parenthesis Choose zero to three parentheses, depending on the complexity of the condition.
H: And / Or Click either option to join the current condition to the next condition.
Data objects and associated options (fields):
Data Object Options
Agency Agency Proposal Type (Used with the Agency Proposal feature; refer to the Concur Request: Agency Proposals Setup Guide)
Employee Active
Bank Account Currency
Bank Account Status
Bank Account is Active
Cash Advance Balance
City
Country of Residence
Custom 01 - 22
Email Address
Employee First Name
Employee ID
Employee Last Name
Has Company Card
Has Unused Card Transactions
Is a Test User?
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Section 4: General Concepts and Definitions
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Data Object Options
Ledger
Locale
Logon ID
Oldest Cash Advance Date
Org Unit 1 – 6
Payment Types of Unused Card Transactions
Reimbursement Currency
Reimbursement Method
State/Province
Field Validation
Amount 1 - 2
Date 1 - 2
Flag 1 - 2
Id 01 - 07
Type
Refer to Understanding
Validation Conditional Expressions
Request Agency Office
Approval Status
Approval Time Limit
Approved by Delegate
Authorized Date
Cash Advance Policy Fixed Limit Amount (Refer to the Concur Request: Cash Advance Setup Guide.)
Created By Delegate
Creation Date
Currency
Custom 01 – 20
Dates overlap another request (For an example, refer to the Concur Request: Audit Rules Setup Guide.)
Duration (Days) (For an example, refer to the Concur Request: Audit Rules Setup Guide.)
End Date
End Time
Ever Recalled After Approval
Ever Sent Back
Exception Approved
Exception Level Total
Extension of
First Approve Date
First Submit Date
Has Agency Booked Segments
Has Attachment
Has Cash Advance
Has Comments
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Section 4: General Concepts and Definitions
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Data Object Options
Has Event Request (Refer to the Concur Request: Event Requests
Setup Guide.)
Has Exceptions
Has Expected Expenses
Has Offline Agency Segments (For an example, refer to the Concur
Request: Audit Rules Setup Guide.)
Has Segments or Expenses
Has Selected Obsolete Proposal (Used with the Agency Proposal feature; refer to the Concur Request: Agency Proposals Setup Guide)
Has Self Booked Segments
Hierarchy Node Key
Highest Location Risk Level (Used with Concur Risk Management; refer to the Concur Request: Risk Management Setup Guide.)
Is Closed/Inactivated
Is Deleted
Limit Approved
Main Destination City
Main Destination Country
Main Destination Risk Level (Used with Concur Risk Management;
refer to the Concur Request: Risk Management Setup Guide.)
Maximum Exception Level
Name
Policy
Processor Entry Date
Purpose
Request Policy
Request Type
Start Date
Start Time
Submit Date
Submitted by Delegate
Total Amount Cash Advance Related Request Entries (Refer to the Concur Request: Cash Advance Setup Guide.)
Total Approved Amount
Total Cash Advance Amount
Total Cash Advance Amount-Daily Limit
Total Post Approved Amount
Total Posted Amount
Total Remaining Amount
Request Allocation Custom 01 - 20
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Section 4: General Concepts and Definitions
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Data Object Options
Request Cash
Advance Account Code
Amount Requested
Amount-Daily Limit (Refer to the Concur Request: Cash Advance
Setup Guide.)
Cash Advance Name
Currency of Advance
Request Date
Status
Request Entry Amount
Amount-Daily Total
Amount-Daily Total (multiple expense types
Amount-Monthly Total
Amount-Monthly Total (multiple expense types
Amount-Weekly Total
Amount-Weekly Total (multiple expense types
Amount-Yearly Total
Amount-Yearly Total (multiple expense types
Approved Amount
Average Cost Per Attendee
City
Country
Currency
Custom 01 - 40
Entry Description
Exchange Rate
Expense Type
Foreign Amount
Has Allocations
Has Attendees
Has Comments
Has Exceptions
Has Segments
Is Fully Allocated (For an example, refer to the Concur Request: Allocations Setup Guide.)
Location Risk Level (Used with Concur Risk Management; refer to the Concur Request: Risk Management Setup Guide.)
Number of Attendees
Org Unit 1 - 6
Transaction Date
Transaction-Daily Total (multiple expense types)
Transaction-Monthly Total (multiple expense types)
Transaction-Weekly Total (multiple expense types)
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Section 4: General Concepts and Definitions
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Data Object Options
Transaction-Yearly Total (multiple expense types)
Vendor
Vendor Name
Request Entry
Attendee
Approved Transaction Amount (equivalent to "Transaction amount"
in "Entry attendee" data object)
Attendee Title
Attendee Type
Company
Custom 1 - 25
External ID
First Name
Instance Count
Last Name
Middle Initial
Suffix
Request Exception Exception Code
Exception Level
Segment Arrival Date
Arrival Slot (Used with the Agency Proposal feature; refer to the Concur Request: Agency Proposals Setup Guide)
Arrival Time
Booking Origin
Class of Service
Custom 01 - 40
Departure Date
Departure Slot (Used with the Agency Proposal feature; refer to the Concur Request: Agency Proposals Setup Guide)
Departure Time
From Location Detail
To Location Detail
From Country
From Country Group
From Location Name
From Location Risk Level (Used with Concur Risk Management; refer to the Concur Request: Risk Management Setup Guide.)
Has Exceptions
Is Agency Booked
Is Self Booked
Passenger Name Record
Policy Compliant (Refer to the Concur Request: Audit Rules Setup Guide.)
Segment Type
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Section 5: Summary – The Basic Process of Creating Validation Rules
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Data Object Options
Service Name (Used with the Agency Proposal feature; refer to the
Concur Request: Agency Proposals Setup Guide)
To Country
To Country Group
To Location Name
To Location Risk Level (Used with Concur Risk Management; refer to the Concur Request: Risk Management Setup Guide.)
Vehicle Type
Vendor
Vendor Name
Section 5: Summary – The Basic Process of Creating Validation Rules
When creating the validation rule, the administrator:
1. Names the rule
2. Identifies the event that triggers the rule
3. Chooses whether the rule should act when the condition is True or False
4. Identifies the administrator (group) that can edit the rule
5. Identifies the group to which the rule applies and whether or not the rule is
inherited to the groups below it in the group's hierarchical structure
6. Defines the conditions using the Validation Rules condition editor
7. Defines the Validation action (not all apply for all events):
Exception only (and then specifies the exception)
Field update only (and then defines the data source and the field to update)
Field update, then exception (and then defines the data source and the
field to update and specifies the exception)
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Section 6: Procedures
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Section 6: Procedures
Accessing Validation Rules
To access Validation Rules:
1. Click Administration > Request > Audit Rules.
2. Click the Validation tab.
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Section 6: Procedures
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Adding a Validation Rule
Completing the Validation Rule step
To add a validation rule:
1. On the Validation tab, click New. The Validation Rule step appears:
2. Complete the appropriate fields.
Field Description
Validation Rule
Name Type the name of the rule.
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Field Description
Event Click one of these:
• Request Allocation Save
• Request Entry Save
• Request Entry Submit
• Post Request Submit
• Request Save
• Request Submit
• Segment Save
• Segment Submit
Refer to Events (Triggers) in this guide for definitions.
Execute action when validation
condition is:
This field controls when the action for the rule is executed. Click either:
• True
• False
Editable By Click the appropriate group name(s).
Applies To Click the appropriate group name(s).
Active Click Yes to activate the rule upon completion.
3. Click Next. The Conditions step appears.
Completing the Conditions Step
1. On the Conditions step, complete the appropriate fields.
Refer to Understanding Validation Conditional Expressions in this guide for a description of this page.
2. Click Next. The Actions step appears.
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Section 6: Procedures
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Completing the Actions Step
1. On the Actions step, choose from the Rule Action list.
Click one of these
Field update only: If the rule is triggered, it will update the specified field. The request will continue through the workflow.
Exception only: If the rule is triggered, it will flag the entry. Depending
on your exception level settings, it may prevent request submission.
Field update, then exception: If the rule is triggered, it will update the specified field and flag the entry. Depending on your exception level settings, it may prevent request submission.
Calculation Formula: If the rule is triggered, it will complete the calculation formula defined on the Expense Types tab in Request Policies.
Refer to the More About Calculation Formulas section in this guide.
2. If you clicked Field update only or Field update, then exception, the Actions
step refreshes with additional fields.
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Choose the fields to be modified.
Field Description
From Data Source Source of the data to be used for the update
The available sources vary depending on the event selected.
Click one:
• Constant
• Employee
• Request Entry
• Request Header
• Validation Table
From Field Name Field from the Data Source to be used to update the request field
If you clicked Constant from the From Data Source list, a blank field appears. Enter the constant.
The list of fields displayed vary depending on your previous selection.
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Field Description
To Data Source The form of the field to be updated:
• Request Header
• Request Entry
The options available vary depending on the event type selected for the audit rule.
To Field Name Request field to be updated
The list of fields displayed vary depending on your previous selection.
3. Click Next.
If you clicked Field update only or Calculation Formula on the Actions step, then click Done.
If you clicked Exception only or Field update, then exception on the
Actions step, then the Exception step appears.
Completing the Exception Step
You can use an existing exception or create a new one; you cannot edit an exception. You can edit existing exceptions using the Exceptions tool in Request Admin.
1. On the Exception Step, choose the exception visibility.
Click one of these:
Traveler (user), Approver, and Processor
Approver and Processor
Processor
2. Either:
Click an existing exception.
– or –
Click New to open the New Exception window.
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Field Description
Exception
Code
Type a unique one to eight alphanumeric character code in all
uppercase letters, without any spaces.
This code is determined by the client's internal coding system
and is not localized.
Exception Level
Type any number between 0 and 99. Typically, the number goes in ascending order for severity, such as 0 is non-urgent, and 99 is extremely urgent.
Regardless, each company decides how to define the level system.
A workflow setting determines the threshold - the level at which a request cannot be submitted.
Refer to the Concur Request: Workflow - General Information Setup Guide for more information.
Message This text appears wherever the exception is visible and is localizable.
3. Click Done.
More About Calculation Formulas
EXAMPLE 1
A client can use validation rule fields in a calculation formula. For example, assume a user enters a number of days in Custom4 and a type (for example, Training; from the validation table) in Custom3. The system then looks up the rate from the validation table then calculates the expense amount.
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Section 6: Procedures
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Note the following:
• The available fields from the validation table are Amount1 and Amount2.
• There can be only one such calculation per client entity.
• Calculation formulas can be used only with the Request Entry Save event.
• If other applicable entry save validation rules exists, Calculation formula validation rules takes precedence over update and exception validation rules.
In the case of:
number of days in Custom4 and a type in Custom3
The calculation formula would be:
result_t = C4 * (V_A1)
This formula will calculate and set the entry transaction amount as CUSTOM4 times AMOUNT1 returned by the validation rule.
EXAMPLE 2
Using the City and Country fields on the request entry form, the client can use validation rules and a calculation formula to calculate simple per diem.
Example: Assume that the client pays a simple per diem amount for each day of travel, based on the location. The user enters the number of days in custom 4 (for example) and the location in the City field. The system then looks up the rate from the validation table and then calculates the expense amount.
The calculation formula would be:
result_t = C4 * (V_A1)
This formula will calculate and set the entry transaction amount as CUSTOM4 times AMOUNT1 returned by the validation rule.
Editing a Validation Rule
To edit a validation rule:
1. On the Validation tab, either:
Double-click the desired rule.
– or –
Click the desired rule and click Modify.
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2. Navigate through the validation rule steps, making the desired changes.
For detailed information about all of the fields on the validation rule steps, refer to Adding a Validation Rule in this guide.
3. Click Done.
Copying a Validation Rule
Instead of creating a new rule, you can copy an existing rule and make the desired
changes to the new copy.
To copy a validation rule:
1. On the Validation tab, click the desired rule.
2. Click Copy.
3. Navigate through the validation rule steps, making the desired changes.
For detailed information about all of the fields on the validation rule steps, refer to Adding a Validation Rule in this guide.
4. Click Done.
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Section 6: Procedures
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Deactivating / Activating a Validation Rule
Instead of deleting a rule, you can deactivate it. This way, the rule is still available if you want to use it in the future.
To deactivate / activate a validation rule:
1. On the Validation page, click the rule to activate or deactivate.
2. Click Activate or Deactivate depending on the action you want to perform.
Removing a Validation Rule
To remove a validation rule:
1. On the Validation page, click the rule to remove.
2. Click Remove.