Equation / Criteria building in IDEA - Tips and Hints Part 4

 

Today we look at the outcome by applying the same Equation through Direct Extraction and Field Manipulation.

 

You are analysing a Freight Payment Ledger where your requirement is to check for Freight extra paid to the Vendor when the terms of the Purchase Order are 'Freight on Board'/'Free on Board' - FOB.

 

Now you can apply the Condition for this requirement through Direct Extraction as - 'Freight Term == "FOB" .AND. Freight Paid > 0'

 

The Condition will extract all cases of Freight extra paid to the Vendor when it should have been 'Free on Board' into a separate child file.

 

However if you apply the very same Condition through a new virtual numeric Field Append in Field Manipulation you will get the values 1 or 0 in the newly appended virtual numeric field row wise. 1 will appear where the condition is met and 0 will appear where the condition fails. So you will get 1 where Freight is extra paid.

 

The Field Manipulation method is the suggested way forward where you would like to arrive at scores of 1 or 0 for every requirement to be tested in separate fields in IDEA. Then you can simply add up the scores and get your non compliance score or internal control failure score.

 

Regards

 

Group Admin Team