Expense Type Occurrence Check template

Use this template to create a business rule that does not allow a traveler to take two per diems in the same location on the same day.

Parameters

The template has these parameters:

Expense Type
Select the expense type.
Check Location
Select this check box to allow a traveler to use the same per diem expense type for different locations on the same day

Example

This example shows the possible values for this business rule.

Expense type occurrence policy fields

This table shows the values for fields:

Field Value
Name Expense Type Occurrence Policy
Severity Invalid
Notification Interactive
Fire on Itemization Left blank
Fire Scope Left blank
Offline and Online Firing Options Fire Offline and Online
Status Active
Fire On
  • Update ER Itemization (Auditor)
  • Update ER Itemization Item (Create and Review)
  • Update ER Line Item (Create)

Expense type occurrence policy strings

This table shows the values for strings:

Strings Value
Description There can be only on occurrence of certain expense types per day within a document.
Interactive Message You must not have more than one entry for this expense type for the same day.
Policy Certain expense types cannot occur on the same day.
Report Message There were certain expense types detected that are not allowed to occur on the same day.

Expense type occurrence policy parameters

This table shows the values for parameters:

Parameter Value
Per Diem Expense Type Meals and Incidental PerDiem:Dom
Check Location (checkbox) If this check box is checked, the traveler will be allowed to have more than one entry for the same expense type for different locations on the same day.

Expense type occurrence policy applications

This table shows the values for applications:

Name Organization/Group
International Motors Company Organization