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Identify high spenders expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-2

This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type.

If you have not read the previous part, you can read here: Part-1

Now in this blog we will discuss about “Aggregate” query type using the audit policies.

Aggregate Query Evaluate multiple source documents or source document lines against a policy rule by aggregating numeric values.

Lets understand this by one scenario:

USMF has expense management module for employee expenses for different categories like Travel, Hotel, Meal etc…. USMF also have expense policies configured for not exceeding amount for different categories but also some are allowed by capturing additional justifications for high spent.

Now every month USMF would like to Audit all the meals expenses by each employee for different expense reports where employee has submitted expenses for more than 1000 USD.

Not identify such instances we can use “Aggregate “query to define audit policy.

We will post two expense reports with more than 1000 USD for meals and will see how we can find using Audit workbench.

Lets see how it will work in system: 

Create policy rule type

Create policy

Define policy criteria

Run batch job for the policy

View Audit case

Note: We should have Case category for Audit policy type

That’s it for this blog, hope this will help you.

Thank you !!! Keep reading and sharing !!!

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