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.
Discovering Company Administration
Managing the Processor Queues
- Creating a Purchase Request Processor Query20 min
- Maintaining Purchase Request Processor Preferences15 min
- Locating and Processing Purchase Requests5 min
- Creating a Purchase Order Processor Query20 min
- Maintaining Purchase Order Query Preferences15 min
- Locating and Transmitting Purchase Orders10 min
- Creating an Invoice Processor Query20 min
- Maintaining Invoice Processor Preferences15 min
- Locating and Processing Invoices10 min
- Quiz
Maintaining the AP Dashboard
- Managing the AP User Dashboard30 min
- Importing Vendors25 min
- Managing Approved and Unapproved Vendors25 min
- Importing Vendor Access Mapping15 min
- Managing Default Expense Types20 min
- Maintaining Invoice Capture Batch Lists20 min
- Verifying Client Managed Captures15 min
- Maintaining Invoice Payments30 min
- Configuring Invoice Reimbursements40 min
- Quiz
Introducing Company Tools
Maintaining Expense Types and Account Codes
Creating Audit Rules
Customizing Capture Processing
Maintaining Delegate Configuration
Configuring Email Reminders
Configuring List Management
Maintaining Workflows
- Configuring Email Notifications15 min
- Managing Confirmation Agreements15 min
- Maintaining Invoice Authorized Approvers15 min
- Maintaining Purchase Request Authorized Approvers15 min
- Maintaining Invoice Cost Object Approvers15 min
- Maintaining Purchase Request Cost Object Approvers15 min
- Creating and Maintaining Invoice Reason Codes and Categories15 min
- Creating and Maintaining Purchase Request Reason Code and Categories15 min
- Quiz
Maintaining Routing Configuration
Configuring Purchase Order
Introducing Shared Administrative Settings
Maintaining Purchase Request and Invoice Specific Settings
Creating Test Users
Maintaining Cognos Settings
Discovering Company Administration
Managing the Processor Queues
- Creating a Purchase Request Processor Query20 min
- Maintaining Purchase Request Processor Preferences15 min
- Locating and Processing Purchase Requests5 min
- Creating a Purchase Order Processor Query20 min
- Maintaining Purchase Order Query Preferences15 min
- Locating and Transmitting Purchase Orders10 min
- Creating an Invoice Processor Query20 min
- Maintaining Invoice Processor Preferences15 min
- Locating and Processing Invoices10 min
- Quiz
Maintaining the AP Dashboard
- Managing the AP User Dashboard30 min
- Importing Vendors25 min
- Managing Approved and Unapproved Vendors25 min
- Importing Vendor Access Mapping15 min
- Managing Default Expense Types20 min
- Maintaining Invoice Capture Batch Lists20 min
- Verifying Client Managed Captures15 min
- Maintaining Invoice Payments30 min
- Configuring Invoice Reimbursements40 min
- Quiz
Introducing Company Tools
Maintaining Expense Types and Account Codes
Creating Audit Rules
Customizing Capture Processing
Maintaining Delegate Configuration
Configuring Email Reminders
Configuring List Management
Maintaining Workflows
- Configuring Email Notifications15 min
- Managing Confirmation Agreements15 min
- Maintaining Invoice Authorized Approvers15 min
- Maintaining Purchase Request Authorized Approvers15 min
- Maintaining Invoice Cost Object Approvers15 min
- Maintaining Purchase Request Cost Object Approvers15 min
- Creating and Maintaining Invoice Reason Codes and Categories15 min
- Creating and Maintaining Purchase Request Reason Code and Categories15 min
- Quiz
Maintaining Routing Configuration
Configuring Purchase Order
Introducing Shared Administrative Settings
Maintaining Purchase Request and Invoice Specific Settings
Creating Test Users
Maintaining Cognos Settings
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.
