Itemization Percentage By Expense Type

Use this template to create a business rule that validates allowed percentage for itemized expenses and prevents submission when the allowed percentage equals or exceeds company policy.

The main components for this business rule are:

• Values

  This table lists the values of the fields:

  Field	Value
  Name	Itemization Percentage By Expense Type
  Severity	Explanation
  Fire On Itemization	Not selected
  Status	Active
  Notification	Interactive and Report
  Fire Scope	Every time
  Policy Based Routing	Not selected
  Fire On	Update ER Itemization Item (Create) Update ER Itemization Item (Review) Update ER Itemizations

• Parameters

  This table lists the parameters displayed on the Parameters tab of the Edit Business Rules screen.

  Parameters	Value
  Line Item Expense Types	Select the expense types for which the itemized percentage validation must be applied. Note:  This rule applies when an expense includes an itemized amount. Validation is performed based on the total expense line amount.
  Allowed Percentage	Specify the maximum percentage of the total expense line amount that must be considered.
  Itemization Expense Types	Select the Itemized expense types for which percentage validation must be applied.

• External Key

  Specify a unique external identifier that can be used as reference when importing or managing business rules. External keys are automatically populated when the Expense Management Import tool is used.

This business rule is triggered only when the Itemized expense amount exceeds the configured percentage. The expense cannot be submitted. A message is displayed based on severity.