Custom audit rules allow organizations to tailor compliance checks to specific groups or users, whether in production or test environments. By defining custom conditions, you can apply targeted policies that evaluate the real-time details of each submitted invoice and purchase request, ensuring that the system enforces your organization’s unique requirements as purchases are processed.
Configuring a Custom Audit Rule
Objective
After completing this lesson, you will be able to configure a new audit rule.
Custom Audit Rules Overview
Configure a Custom Audit Rule
To configure a custom audit rule:
Steps
Navigate to Invoice Admin > Audit Rules.
On the Custom tab, select New.
Complete the appropriate fields (displayed in the following table), and then select Next.
Complete the appropriate Condition fields for all conditions using the following steps, and then select Next:
- Select Insert to add a new condition at the bottom.
- To insert the new condition between existing conditions, select the condition that will be below the new condition, and then select Insert. After all the conditions are added, select Next to add exceptions.
From the Exception Visibility list, identify the users who will be able to see the exception message by selecting one of the following; Invoice Owner, Approver, and Invoice Processor; Approver and Invoice Processor; Invoice Processor
For the exception, you can complete either of the following steps, and then select Save:
- Select an existing exception.
- Select New to create a new exception and then complete all the appropriate Exception fields.
