ER Expense Types Based on Document Purpose template

Use this template to create a business rule that bases ER expense types on the Document Purpose field.

Parameters

This template has these parameters:

Document Purpose
Select a purpose.
Allowed Expense Types
Add expense types that are processed by the business rule.
Override checkbox
Select this check box if you want to disallow the expense types you have listed above when the user chooses a different purpose.

Example

This example shows the possible values for this business rule.

ER expense types based on document purpose fields

This table shows the values for fields:

Field Value
Name The maximum amount that you are willing to spend for air travel is required for notification to the travel agency.
Severity Invalid
Notification Both
Fire on Itemization Left blank
Fire Scope Left blank
Offline and Online Firing Options Fire Offline and Online
Status Active
Fire On
  • Submit ER
  • Update ER Itemization (Auditor)
  • Update ER Itemization Item (Create and Review)
  • Update ER Itemizations
  • Update ER Line Item (Create)
  • Update ER Line Item (Review)

ER expense types based on document purpose strings

This table shows the values for strings:

Strings Value
Description ER Expense Types based on Document Purpose
Interactive Message Only Cash Advance expense type can be chosen for a document purpose of Cash Advance Request
Policy ER Expense Types based on Document Purpose
Policy Based Routing Not Selected
Report Message ER Expense Types based on Document Purpose

ER expense types based on document purpose parameters

This table shows the values for parameters:

Parameter Value
Document Purpose Cash Advance Request
Allowed Expense Types Meals - Breakfast
Override checkbox Yes if the purpose is different do not allow the above mentioned expense types

ER expense types based on document purpose applications

This table shows the values for applications:

Name Organization/Group
Corp: Default Group