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Define Audit Rules
As a retailer, you may want to supplement the validation built into Sales Audit by defining your own audit rules. You can define these rules based on transaction data or totals using the Rule Definition module of Sales Audit.Because rules are associated with specific errors, you must define the errors and their impacts before you create the audit rules you need. These definitions can disable exports to the impacted system until all errors concerning the system are corrected, or they can disable the export of a particular transaction until it is corrected based on the option selected.When you create an audit rule, it is initially in the Worksheet Status. You can view, run, modify, and test the rule. Errors created by rules in Worksheet Status are stored in the Error Worksheet table. Once you are satisfied that the rule works correctly, you can submit it and then later approve it.Rules are executed each time you choose to run the re-total or the audit process using the Sales Audit user interface.
This chapter contains the following topics to help you understand and manage audit rules in Sales Audit:
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Create Rules
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Manage Rules
Create Rules
Sales Audit uses rules to perform custom data validation against transactions and totals. Audit rules use POS/OMS transaction data and totals during the automated and interactive audit process. When a rule is broken, an exception error is thrown; that error must be edited or overwritten by the auditor.
Sales Audit comes with standard, pre-configured rules. You can also define rules needed for your business.
The Rule Maintenance wizard allows you to create and update a rule definition. Each window in the wizard has a text box to the right that displays help text for each field.
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The Location Traits window allows you to associate rules with location traits which link a group of stores. Once the association is specified, the rule is applied only for those stores. If the rule is based on a total, you can execute the rule only for stores for which the total is calculated.
Create Rule Calculation Definition
To create a rule calculation definition:
1. From the Tasks menu, select Foundation Data > Create Audit Rule . The Rule Maintenance window appears.
2. In the Rule field, enter the ID and description of the rule definition.
3. In the Start Date and End Date fields, enter the dates for which the rule definition is effective.
4. Click Next to navigate through the wizard. For more information on the various fields on each window of the Rule Maintenance wizard, see Create Rules.
5. Click Save to create the rule calculation definition.
Manage Rules
You can use the following procedures to manage audit rules in Sales Audit:
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Edit Rules
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View Rules
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Update Rule Status
Edit Rules
To edit a rules calculation definition:
1. From the Tasks menu, select Foundation Data > Manage Audit Rules . The Audit Rule Search window appears.
2. Search for and retrieve the rules calculation definition in Edit mode. The Rule Calculation Definition Wizard window appears.
3. Once the changes are complete, click Finish to save your changes and close the window.
View Rules
To view a rule calculation definition:
1. From the Tasks menu, select Foundation Data > Manage Audit Rules . The Audit Rule Search window appears.
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Note:
While submitting a rules calculation definition for approval, restrict the search to the rules in Worksheet status.
3. Click the drop-down arrow next to the Submit button and select Submit, Approve, Disable, or Delete . You are prompted for confirmation.
4. Click Yes . The status is changed to Submitted, Approved, Disabled, or Deleted respectively.
5. Click Save to save your changes and close the window.
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In this guide
- Guide: Foundation Data User Guide — Use Sales Audit
- Previous: 2 Define Totals
- Next: Store Relationships