Audit Severities

Every audit is given a severity setting for when the audit is failed.  The severity is associated with the problem message that the audit creates with the bill when the audit conditions are met.  There are six different audit severities:

0 – Pass

1 – Low

2 – Moderate

3 – Severe

4 – Fail

5 – Export Hold

The main use of severities is in setting up Auto Approval based on audit results for a bill.  So if you setup an Audit’s severity as Severe, and have Auto Approval set to approve anything Moderate or better, that means Pass, Low and Moderate would be approved, but Severe, Fail, and Export Hold would not.  In this manner, the more important audits can be set to a higher severity when the audit is failed.  The less important audits can be configured with a lower severity so even when the audit is failed, the bill would still be approved.

NOTE: The Export Hold severity has a second purpose beyond bill approval.  In addition to that functionality, the bill which fails an audit of this severity will have its Export Hold flag set to True.  Bills marked with this status will appear in the Work Flow Manager in the Holding for Export folder.

 

Bills in this folder will not be exported to AP or GL when the Bill Export process is run.  They are withheld until the flag is toggled off.  To toggle the Export Hold flag, simply right-click on the bill and select the Toggle Export Hold option.