Export (0) Print
Expand All

Expenditure reviewers - Expense reports (form) [AX 2012]

Updated: May 21, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Travel and expense > Setup > Policies > Expenditure reviewers.

Use this form to select the reviewers for travel-related project expenditures. You must first select the legal entity to which the reviewer selection applies. The user to whom the expenditure is routed is determined when the work item is assigned by the workflow process. The workflow process uses the selected project role or financial dimension owner to determine whom to route the expenditure to. You can define one or more configurations, and then select a configuration when editing a workflow.

The following tables provide descriptions for the controls in this form.

Tab

Description

Project distributions

Select the project roles and financial dimensions that the workflow process will use to determine whom to route the document to when the expenditure is being charged to a project.

Organization distributions

Select the financial dimensions that the workflow process will use to determine whom to route the document to when the expenditure is not being charged to a project.

Button

Description

New

Add a new expenditure reviewer configuration.

Delete

Remove a selected expenditure reviewer configuration.

ImportantImportant

Deleting an expenditure reviewer configuration that is used on an active workflow causes an error when the workflow is initiated.

Field

Description

Name

Enter a name for the expenditure reviewer configuration. This name appears in the list in the Participant field on the Role based tab of the Properties form for the selected workflow step in the Workflow editor. For more information about how to set properties for a workflow task, see Workflow concepts.

Legal entity

Select the legal entity for which you are defining an expenditure reviewer configuration. Only financial dimensions that have been activated for the legal entity can be selected.

Project distributions

Select the user roles or financial dimension owners that the workflow process will use to determine whom to route the document to when the expenditure is charged to a project.

Organization distributions

Select the financial dimensions owners that the workflow process will use to determine whom to route the document to when the expenditure is not charged to a project.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

Show:
© 2014 Microsoft