The admin wants to warn event organizers if a planned Speaker Program in the US’s total estimated Expenses for AV equipment exceeds $1000.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of EM_Per_Event_Expense_Type_Limit_Rule_vod.

3. Populate the following fields:

   Field	Value
   name__v	AV Equipment Expense Limits
   run_on_event_action__v	submit_for_approval__v
   expense_category__v	Estimate
   expense_type__v	AV Equipment
   event_status__v	planned__v;;
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_PER_EVENT_EXPENSE_LIMIT;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate the rule to the appropriate Event Type and Country:

1. Navigate to the AV Equipment Expense Limits record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create an Event Business Rule Configuration record with the following values:

   Field	Value
   event_business_rule__v	AV Equipment Expense Limits (Populated automatically)
   event_type__v	speaker_program__v
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050
   Minimum Spend Limit	Field left empty
   Maximum Spend Limit	1000 USD

5. Select Save.

An event organizer plans a speaker program in the US and adds several estimated AV expenses totaling $1010. When the organizer selects Submit for Approval, the following soft warning displays:

AV Equipment Actual expense for this event must be between USD 0 and USD 1000. Current total is USD 1010.

The event organizer enters and submits comments on why the expense estimate is valid despite it exceeding the limit, then continues the planning process.

The admin wants to warn event organizers when planning an Approved event in the US if the total Actual expense per Professional Attendee for alcoholic beverages does not fall between $20 and $500.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of em_per_event_attendee_expense_limit_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Attendee Beverage Expense Limits
   run_on_event_action__v	check_expenses__v
   expense_category__v	Actual
   expense_type__v	Beverages
   event_status__v	approved__v;;
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_PER_EVENT_ATTENDEE_EXPENSE_LIMIT;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)
   comment_required__v	Optional

4. Select Save.

After creating the Event Business Rule, associate the rule to the three relevant Event Types and the Country:

1. Navigate to the Attendee Beverage Expense Limits record.
2. Navigate to the Event Business Rule Configurations related list.

3. Create three new Event Business Rule Configurations with the following values:

   Field	Record 1	Record 2	Record 3
   event_type__v	speaker_program__v	lunch_and_learn__v	congress__v
   event_business_rule__v	Attendee Beverage Expense Limits (Populated automatically)
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050
   Minimum Spend Limit	20 USD
   Maximum Spend Limit	500 USD

4. Select Save.

An event organizer schedules a speaker program in the US, which is later approved by management. After the event is over, several actual expenses of the event are recorded, including meal and alcohol expenses for each attendee. One Professional-type attendee, Clinton Ackerman, has a total of $15 in this category. When the event organizer selects Check Expenses, the following soft warning displays:

Total Beverages Actual expense per head for this event must be between 20 and 500. One or more attendees has violated this rule.

Since Clinton Ackerman’s total is close to the minimum limit, the event organizer dismisses the soft warning without leaving a comment and continues the closing process.

The admin wants to limit estimated expenses related to speaker lodging to between 200 and 300 USD at Speaker Programs and Congresses in the US.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of em_per_event_speaker_expense_limit_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Speaker Lodging Rule
   run_on_event_action__v	submit_for_approval__v
   expense_category__v	Estimate
   expense_type__v	Lodging
   event_status__v	draft__v;;pending_approval__v;;requested__v
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_PER_EVENT_SPEAKER_EXPENSE;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate the rule to the appropriate Event Type:

1. Navigate to the Speaker Lodging Rule record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create two new Event Business Rule Configuration records with the following values:

   Field	Record 1	Record 2
   event_type__v	congress__v	speaker_program__v
   event_business_rule__v	Speaker Lodging Rule (Populated automatically)
   country__v	United States
   minimum_quantity__v	200
   maximum_quantity__v	300
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

5. Select Save.

An event organizer plans a Speaker Program and estimates $320 of Lodging expenses attributable to the event’s only speaker. When the event is submitted for approval, the following warning displays:

Total Lodging Estimate per speaker for this event must be between 200 and 300. One or more speakers has violated this rule.

The event organizer must enter justification for the additional expenses before selecting Continue and continue planning the event.

The admin wants to warn event organizers when a Prescriber Attendee’s total meal expenses in a Speaker Program exceeds $1000 within a calendar year, or if the attendees total meal expenses in a Congress exceeds $2000 within a calendar year.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of em_attendee_expense_cap_rule__v.

3. Populate the following fields:

   Field	Value
   rule_name__v	Prescriber Yearly Meal Expense Cap
   run_on_event_action__v	check_expenses__v
   expense_type__v	Meal
   attendee_account_type__v	prescriber__v
   attendee_status__v	closed__v;;attended__v;;signed__v;;
   date_threshold_type__v	Calendar Year
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_ATTENDEE_EXPENSE_CAP_LIMIT;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate the rule to the relevant Event Type and the two relevant countries:

1. Navigate to the Prescriber Yearly Meal Expense Cap record.
2. Navigate to the Event Business Rule Configurations related list.

3. Create two new Event Business Rule Configurations with the following values:

   Field	Record 1	Record 2
   event_type__v	speaker_program__v	congress__v
   event_business_rule__v	Prescriber Yearly Meal Expense Cap (Populated automatically)
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050
   minimum_spend_limit__v	0 USD
   maximum_spend_limit__v	1000 USD	2000 USD

4. Select Save.

An event organizer schedules a speaker program in the US with Clinton Ackerman, a Prescriber, as an attendee. After the event is over, the organizer creates meal expenses for all of the event's attendees. Clinton Ackerman is a frequent attendee of the events, so his annual meal expenses at speaker programs is $1150. When the event organizer selects Check Expenses, the following soft warning displays:

The total Meal expense attributed to Clinton Ackerman must be between 0 USD and 1000 USD. Current total is 1150 USD.

The event organizer enters and submits comments on why Dr. Ackerman’s total exceeds the yearly limit, dismisses the soft warning, and continues the closing process.

The admin wants to prevent organizers from submitting an event when a Prescriber attendee’s total annual meal expenses across all speaker programs, congresses, and lunch and learns exceeds $5000.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of em_cross_event_attendee_expense_cap_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Cross-Event Prescriber Yearly Meal Expense Cap
   run_on_event_action__v	check_expenses__v
   expense_type__v	Meal
   attendee_account_type__v	prescriber__v
   attendee_status__v	requested__v;;attended__v;;invited__v;;
   date_threshold_type__v	Calendar Year
   minimum_spend_limit__v	Field left empty
   maximum_spend_limit__v	5000 USD
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_CROSSEVENT_ATTENDEE_EXPENSE_CAP_LIMIT;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)

4. Select Save.

After creating the Event Business Rule, associate the rule to the three appropriate Event Types and country:

1. Navigate to the Cross-Event Prescriber Yearly Meal Expense Cap record.
2. Navigate to the Event Business Rule Configurations related list.

3. Create three new Event Business Rule Configurations with the following values:

   Field	Record 1	Record 2	Record 3
   event_type__v	speaker_program__v	congress__v	lunch_and_learn__v
   event_business_rule__v	Prescriber Yearly Meal Expense Cap (Populated automatically)
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

4. Select Save.

An event organizer schedules a speaker program in the US with Clinton Ackerman, a Prescriber, as an attendee. The event organizer creates meal estimates for each of the event's attendees while planning the event. Dr. Ackerman is a frequent attendee of the events, so his annual meal expenses across all speaker programs, congresses, and lunch and learns is $5500. When the event organizer selects Check Expenses, the following hard warning displays:

The total Meal expenses attributed to Clinton Ackerman must be between 0 USD and 5000 USD. Current total is 5500 USD.

The event organizer is prevented from submitting the event until the organizer adjusts Clinton Ackerman’s meal expenses to not exceed the $5000 threshold.

The admin wants to warn event organizers when any speaker program’s actual meal expenses exceeds the event’s estimated meal expenses by 10% or more.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of em_actual_versus_estimate_expense_threshold_rule__v.

3. Populate the following fields:

   Field	Value
   rule_name__v	Meal Estimate Threshold
   run_on_event_action__v	submit_for_approval__v
   expense_type__v	Meal
   percent_threshold__v	10%
   global_rule__v	Selected
   event_status__v	approved__v;;
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_ACTUAL_VERSUS_ESTIMATE_EXPENSE_THRESHOLD;;EVENT_BUSINESS_RULE_WARNING (Populated Automatically)
   comment_required__v	Required

4. Select Save.

After creating the Event Business Rule, associate the rule to the three relevant event types:

1. Navigate to the Meal Estimate Threshold record.
2. Navigate to the Event Business Rule Configurations related list.

3. Create three Event Business Rule Configurations with the following values:

   Field	Record 1	Record 2	Record 3
   event_type__v	speaker_program__v	congress__v	lunch_and_learn__v
   event_business_rule__v	Meal Estimate Threshold (Populated automatically)
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

   Since this is a global rule, the admin does not populate the country__v field

4. Select Save.

An event organizer schedules a speaker program in the US, creating $500 of estimated meal expenses in the planning process. After the event is over, expenses are created to represent the actual cost of meals, adding up to a total of $600. Since this exceeds the 10% threshold, when the event organizer selects Submit for Approval, the following soft warning displays:

Actual expense(s) for meals cannot exceed the Estimated value by 10 percent. Current Actual value is $600.​

The event organizer enters and submits comments on why the actual expenses exceed the threshold. The event is then submitted for approval.