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Iexpenses Duplicate Detection Rule Testing

This document outlines the setup of duplicate detection rules for expense reports, including: 1) Defining rules for different expense categories and attributes 2) Creating a default rule set and assigning rules to different operating units 3) Setting the number of duplicates allowed on expense report templates 4) Examples of duplicate expenses being detected based on the defined rules and flagged in expense reports.

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318 views

Iexpenses Duplicate Detection Rule Testing

This document outlines the setup of duplicate detection rules for expense reports, including: 1) Defining rules for different expense categories and attributes 2) Creating a default rule set and assigning rules to different operating units 3) Setting the number of duplicates allowed on expense report templates 4) Examples of duplicate expenses being detected based on the defined rules and flagged in expense reports.

Uploaded by

Sree
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 8

Lets start with the following Setup:

a)

Duplicate detection rules

Page Region

Attribute Name

Rule Setup

Rule Setup

Rule Setup

Air Travel

Lunch

General Rule

Airfare Rule

Lunch Rule

General Rule

Rule Type

Airfare

Meals

Generic

Employee

Yes

Yes

Yes

Receipt Date

Yes

Yes

Yes

Expense Category

Yes

Yes

Yes

Expense Type

Yes

No

Yes

Receipt Amount

Yes

No

No

Consider all expenses with


employee listed as an
attendee for duplicate
detection

No

Yes

Yes

Inform Approvers

Prevent
Submission

Prevent
Submission

Rule Name
Header

Required
Attributes

Description

Optional Attributes

Additional Rules

Number of Duplicates
Allowed
Duplicate Detection Action

b) Duplicate detection Rule set

Page Region

Attribute Name

Rule Set setup

Rule Set Name

Default Rule Set

Description

Global Rule Set

Header

All

General Rule

Accommodations

General Rule

Airfare

Air Travel

Car Rental
Expense Category
Meals
Mileage

General Rule

Miscellaneous

General Rule

Per Diem

c)

Duplicate detection Rule assignment

PerDiem

Global Rule Assignment


Attribute Name

Rule Set setup

Rule Name
Rule Set Name

Default Rule Set

Effective Start Date

06-Aug-2012

Effective End Date

Operating Unit

Attribute Name
Rule Name

Rule Set setup


Generic Rule

Rule Set Name


Vision Operations
Effective Start Date

20-Jan-2012

Effective End Date

Rule Name
Rule Set Name

Default Rule Set

Effective Start Date

06-Aug-2012

Vision Services
Effective End Date

d) Expense Report Template setup


Number of
Duplicates Allowed

Expense Report Template Setup


Operating Unit

Vision Operations

Expense Report
Template Name

Travel
Air Travel

Expense Type

Meals - Lunch
Car Rent

Null
0
Null

Operating Unit

Vision Services

Expense Report
Template Name

Travel - Services Template


Air Travel

Expense Type

Meals - Lunch

Null

Car Rent

PROFILE OPTION
On review and confirmation details pages, the duplicate detection violations
will be shown depending upon the system profile option 'OIE: Enable Policy'.
OIE:Enable Policy = Warn Users
EXPENSE REPORT ENTRY
Already entered expense reports
OU
Template Employee
Vision Operations
Vision Operations
Vision Operations

Travel
Travel
Travel

FIEVE
FIEVE
FIEVE

ER NUM

Receipt_date

expense_type

Amount Attendee

W319650
W319650
W319653

01-Aug-2012
01-Aug-2012
03-Aug-2012

Air Travel
Car Rent
Meals-Lunch

100$
25$
50$

Receipt_date

expense_type

Amount Attendee

KJONES

A>New expense report W323650 entered by KJONES


OU

Template

Employee

ER NUM

Vision Operations

Travel

KJONES

W323650

03-Aug-2012

Meals-Lunch

25$

JCFIEVE

In the Review page


This expense report contains policy violations. Use the warning icons to review. If necessary, return to the
previous page to update expense line or to include a reason for violation in the justification.
Click on the triangle policy icon:
Policy Violation: A duplicate expense claim has been detected.
This expense is not allowed as per the current policy setup in the application. Please review this expense claim
information as well as the referenced expense report details mentioned below to check if this is a duplicate
expense claim.
If you are sure that this is a valid expense claim and is allowed as per company policies, then please contact
your Manager or Accounts Payables representative or System Administrator for assistance.
1.Expense Report # W319653 - Line # 1 (Refer Cash and Other Expenses)
1.At first, the application finds the operating units (Vision Operations)

2.Then finds the expense category (i.e.) Expense Type = Meals Lunch is assigned to Expense Category
Meals
3.Check the rule assignment at OU level and finds a direct hit for a rule applicable (i.e.) General Rule
4.Looks at the attributes defined and processes duplicate detection
B> New Expense Report W327650 entered by FIEVE
OU

Template

Employee

Vision Operations

Travel

FIEVE

ER NUM
W327650

Receipt_date

expense_type

Amount Attendee

01-Aug-2012

Air Travel

200$

Expense reported via expense report # W327650 is detected as a duplicate of expense reported with #
W319650 & Line #1. As all the other attributes enabled in the General Rule has matched. So this is a
duplicate expense claim.
As a reminder, If a Generic Rule (applicable to all the expense categories) is available, then it will be considered
first for duplicate detection.This is the case here.

C> New Expense Report W327651 entered by FIEVE


OU

Template

Employee

Vision Operations

Travel

FIEVE

ER NUM
W327651

Receipt_date

expense_type

Amount Attendee

01-Aug-2012

Car Rent

50$

Result: Expense reported via expense report # W327651 is detected as a duplicate of expense
reported with # W319650 & Line #2. As all the attributes has matched. Though the receipt amount is
different but that is not considered, as the rule did not have this as a matching attribute. Also the value
defined for Number of Duplicates Allowed defined at Expense Report Template (Travel) is Null, so

the application goes up the hierarchy and finds Number of Duplicates Allowed defined in the
applicable rule (Generic Rule) is 0. So this is a duplicate expense claim.
With Prevent Submission, during the entry of the expense report, at the Cash and other expenses multi-row
page we will get the error: Line 1 Error - A duplicate expense claim has been detected. This expense is not
allowed
-If we change the Duplicate detection action value of the Generic Rule from Prevent Submission to Warn
Users, we will get this message in the REVIEW page:

Message: This expense report contains policy violations. Use the warning icons to review. If necessary, return
to the previous page to update an expense line or to include a reason for violation in the justification.
After clicking on the policy warning icon:
A duplicate expense claim has been detected. This expense is not allowed as per the current policy setup in the
application. Please review this expense claim information as well as the referenced expense report details
mentioned below to check if this is a duplicate expense claim.
If you are sure that this is a valid expense claim and is allowed as per company policies, then please contact
your Manager or Accounts Payables representative or System Administrator for assistance.
1.Expense Report # W319650 - Line # 2 (Refer Cash and Other Expenses)

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