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Expense management policies failing when itemized

  • 1.  Expense management policies failing when itemized

    SILVER CONTRIBUTOR
    Posted Dec 13, 2018 12:40 AM
    Hi all,

    I'm currently working with a client who wishes to utilize Expense policies to ensure users select a Project ID when creating an expense.

    In looking at the available options, I created the below rule for Hotels.

    Policy setup
    I created a sample expense report without the Project ID, and saved the report. The system provided two errors - one that my itemization was not complete (valid) and "Please ensure Project ID is entered" (also valid).

    I complete the itemization, then save the report again. I receive the "Please ensure Project ID is entered" error again - still valid.

    I add the Project ID to the expense and when prompted, apply the change to the itemizations. I save the report. I receive the "Please ensure Project ID is entered" error again, which I believe should not be valid.

    I checked the details of the itemizations and they have a Project ID.

    I also created a new expense, entered the Project ID first, then the itemizations and I am still being denied by my Expense policy.

    Has anyone setup a similar policy rule and gotten it to work? Is there a different logical statement I should be considering for my rule?

    Thanks for your input,


    #UnifiedOperations #Functional
    ​​​​

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    Josh Bazin
    Functional Analyst
    Sierra Systems
    Edmonton AB
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  • 2.  RE: Expense management policies failing when itemized

    SILVER CONTRIBUTOR
    Posted Dec 28, 2020 03:14 PM

    Hi Josh,

    Were you able to figure this out? I am having a similar error for the exact policy you have written for Project ID. Everything looks correct, but this error keeps appearing no matter what I change.



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    Esther Paradoski
    Ducks Unlimited Canada
    Stonewall MB
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