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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Procurement and sourcing > Setup > Policies > Purchase requisition expenditure reviewers.
Use this form to select the reviewers for purchase requisition 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.For more information about setting up workflow for purchase requisitions, see Set up Procurement and sourcing workflows.
Set up expenditure reviewer configurations
The following tables provide descriptions for the controls in this form.
Tab |
Description |
|---|---|
Project distributions |
Select the project roles and financial dimensions that you want the workflow process to use when determining whom to route the document to when the expenditure is being charged to a project. |
Organization distributions |
Select the financial dimensions that you want the workflow process to use when determining 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. Important Deleting an expenditure reviewer configuration that is used on an active workflow will cause 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 you want the workflow process to 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 you want the workflow process to use to determine whom to route the document to when the expenditure is not charged to a project. |
Set up Procurement and sourcing workflows
Overview of a purchase requisition workflow
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).