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Identify/monitor high value/volume Purchase/expense lines using Audit workbench policies in Microsoft dynamics 365 finance and operations: Part-3

This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations.

Part-1 and Part-2

In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose.

Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When you select this option, use the Audit policy rule page to specify the percentage of documents to randomly select for audit.

Use case: One of the possible use cases for this to audit high value or volume purchase order lines. Many times, organisation have policies to monitor the purchase orders above certain value, now this is not possible to higher management to check each document on daily basis. So, in this case we can use Audit work bench using Sampling query type to identify high value or volume purchase order lines.

Similarly, we can do same with identifying Expense reports or expense report lines to bring more control over the high value transactions.

Lets understand this by example: USMF wants to randomly audit all their purchase order lines which have line net amount more than 1000 USD.

Create Policy rule type

Create policy using policy rule type

Specify criteria for audit policy

Run batch job for evaluating policy

View and analyse Audit case

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

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

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