Activating a Custom Audit Rule

Objective

After completing this lesson, you will be able to describe and activate audit rules.

Audit Rules Overview

You can use configurable audit rules to enforce policies, ensure compliance, and reduce the risk of errors or fraud. You can tailor custom audit rules to an internal company rule that your team may have about Purchase Request, Purchase Orders, or Invoices.

Audit rules are if/then statements that trigger a user with yellow or red flags when something on an invoice = is against company policy. Each audit rule contains three components:

General Settings: Defines the basic settings of the rule, such as when the rule evaluates and which groups the rule applies to.
Conditions: Defines the criteria that determine whether a rule is considered broken.
Exception: Determines the actions that occur when the rule is broken, such as what the message is, who sees it, and whether it is a red or yellow flag.

SAP Concur Audit Rules page showing a list of audit rules for invoice processing, with columns for rule name, event, exception code, editable status, applicable scope, and active status. The left sidebar shows navigation options under Invoice Processing Admin.

Activate an Existing Audit Rule

Note

It's recommended to make copies of the pre-built rules and then modify your copies as needed. This practice preserves the original rules.

To activate an existing audit rule:

Steps

Navigate to Invoice Administration > Audit Rules.
On the Custom tab, select the existing rule that has the most appropriate conditions. Select Copy.
Rename the rule and then select Next. It’s recommended that you add an asterisk as the first character in a rule name and then use your company’s naming convention to identify that you are using the rule.
On the Conditions tab, select Next.
On the Exception tab, select Done.

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