Create per diem rules

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

A per diem is an allowance that the organization provides to a worker who is incurring expenses for business purposes. Per diems are typically used to cover expenses such as meals, lodging, and other incidental expenses. You can create rules for the per diem allowances that your organization offers to workers.

  1. Click Travel and expense > Setup > Per diems > Per diems. Click New.

  2. In the Location and Currency fields, select the travel location and the currency that you want to apply.

  3. On the General FastTab, enter the start dates and the end dates for this per diem rule.

  4. Enter the per diem rate for hotels, meals, and other expenses that workers may incur when they travel.

  5. If you want to reduce the per diem rate based on factors such as the first day, last day, or hours per day, click Per diem rate tiers, and then click New.

    Note

    Before you can open the Per diem rate tiers form, you must select another record in the per diems list, and then select the record that you just created.

  6. Enter the minimum and maximum number of travel hours that the reduction can be applied to.

  7. Enter reductions in the per diem rate for hotels, meals, or other expenses that workers are authorized incur. Select whether you want to apply the reductions to the first day, the last day, or both.

  8. Close the forms to save your changes.