CPM: Configuration of General Spot Check Control

The general spot check control defines the percentage of approved transactions that the system will automatically select for manual review in Finance. The configuration is based on a value from 0 to 100, which determines the level of control:

• Value 0 (No control): Automation is at its maximum. No transactions are selected for spot check control, and all documents are sent directly for posting after manager approval. (Note: Any specific account rules or employee controls will still be active).
• Value 1–99 (Percentage spot check control): The system randomly selects the chosen percentage of transactions for review in Finance over a month (e.g., by setting the value to 25%). This ensures ongoing quality assurance without overburdening the Finance department.
• Value 100 (Full control): The system is overridden, and all transactions are held for manual approval in Finance before posting. Since an employee or spot check control at 100% has the highest priority in the system hierarchy, this setting will override other more lenient rules.

Recommendation: To achieve the optimal balance between time savings and risk management, it is recommended to start with a spot check control of 20-25% and gradually adjust the range as the organization becomes familiar with the CPM workflow.

Changing the Spot Check Value:

Find the correct keywords

Click on "SpotCheckInGeneral"

Change the value to the desired number and press save.