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Name | Validation Options | Flag As: this option is primarily for the approvers and for reporting purposes |
|---|---|---|
Report has invalid WBS | Validation Failed (Notes Might be Required): will prevent users from submitting a report if the WBS attributes are invalid. A WBS may become invalid if it is marked inactive, closed or no longer assigned to the Expense Type chosen. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
| Report contains Future Charges (Non TA Reports) | If a non-Travel Authorization report includes an expense line item with a future date: Validation Failed (Notes Might be Required): prevents user from submitting a report with a future dates charge | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Report has invalid OBS | Validation Failed (Notes Might be Required): will prevent users from releasing a report if their organization attributes have become inactive since they created the report. Users will have to delete the report and recreate a new one to reflect the new changes in their organizational attributes such as operating unit, department or location, etc. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Report contains possible duplicate charges | Validation Failed (Notes Might be Required): prevents user from submitting a report with possible duplicate entries within the same report. Unless notes provided. Ignore: skips any duplicate validation This validation can be enabled to apply to all expense types, but specific expense types can be excluded from Exclude from Duplicate page | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Reimbursement Policy | Validation Failed: triggers validation against any expense policy created. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Report contains modified lines different from preauthorized report | Validation Warning: flag an expense report if the an expense report is based on the pre-approved travel authorization and the expense lines are different than what was approved on the corresponding TA | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
| Report is Incomplete | During the validation process, if this option is set to Validation Failed the system will check the following details on the report being submitted for completeness:
Validation Failed: If any of the above details are missing or incomplete, the validation will fail. Ignore: Ignores the details above | |
WBS Policy | Validation Failed : triggers validation against any expense WBS policy created. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Report contains possible duplicate across Approved reports | Validation Failed (Notes Might be Required): prevents user from submitting a report with possible duplicate entries across the current and other approved reports. Unless notes provided. Ignore: skips any duplicate validation This validation can be enabled to apply to all expense types, but specific expense types can be excluded from Exclude from Duplicate page | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Advance based on preauthorization not paid yet | Validation Failed (Notes Might be Required): Fails validation if a user tries to create an expense report based on an approved authorization report, but a cash advance payment was requested on that pre-authorization and that advance is not yet paid. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Custom Validation | Validation Failed: triggers custom validation event, if any have been created on the customer database | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Report contains advance request while other requests are still outstanding | Validation Failed (Notes Might be Required):prevents user from submitting a request for a cash advance while other requests are still pending. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Trip and TA are not matching (This option is no longer used, it used to apply to the booking data vs TA) | Validation Failed (Notes Might be Required): prevents user from submitting a and expense report if the approved travel authorization and the expense report are not matching. Validation Warning: warns user that the TA and the report are not matching, but will not stop a user from submitting the report. Ignore: Skips the validation above | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
| Report contains possible duplicate charges with credit card transaction | Validation Failed (Notes Might be Required): prevents user from submitting a report with out of pocket reimbursable charges that are possible duplicates of unapplied credit card charges. Unless notes provided. Ignore: skips any duplicate validation | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
Report contains invalid expense type | Validation Failed (Notes Might be Required): prevents user from submitting a report if any Expense Types are invalid. Expense Types may become invalid if they are marked inactive or are no longer assigned to the WBS chosen. | High Warning high importance validation flag will be attached to the flagged line Information Only attaches a validation for information purposes Low Warning low importance flag will be attached to the flagged line |
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