Expense policies (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 > Expense report. Double-click the policy that you want to view.

Use this form to create policies for expense reports.

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

Tab

Description

General

Enter a name and description for the policy.

Policy organizations

Select the organization type and the organization nodes that the policy applies to. For example, if you have two companies that require audit policies, the policy you are creating might apply to only one of those companies.

Policy rules

Define the rules that are associated with the policy.

Button

Description

Policy

Open a form where you can create a policy and its associated policy rules.

Retire policy

Retire the selected policy. When you retire a policy, all the rules that are contained in the policy are retired as well. Retired policies remain in the system for auditing purposes, but they cannot be reactivated.

Parameters

Open a form where you can define the organizational structure that policies apply to and the order of precedence for those policies.

Attachments

View documents that are attached to the selected policy, or attach new documents.

Button

Description

Create policy rule

Create a policy rule for this policy, based on the selected policy rule type.

Retire policy rule

Retire the selected policy. When you retire a policy, all the rules that are contained in the policy are retired as well. Retired policies remain in the system for auditing purposes, but they cannot be reactivated.

Change date

Change the expiration date of the selected policy rule.

Field

Description

Name

Enter the name of the policy.

Description

Enter a description of the policy.

Select organization hierarchy

Select the organization hierarchy to which this policy will apply. Policies apply to organization nodes in an organization hierarchy. First you select the organization hierarchy, and then you select the nodes that are affected by the policy. Policies are applied based on the organization node that the user belongs to.

Policy rule type:

The types of policy rules that have been defined for the policy. When a policy rule type is selected, the policy rules and related fields are displayed in the policy rules grid.

For more information about policy rule types, see Policy rule type (form).

Filter by

Select a filter option to display a subset of policy rules.

  • All – All policy rules that are defined for the policy

  • Current – All policy rules that are currently in effect

  • Future – All policy rules that have been defined to go into effect on a future date

  • Past – All expired policy rules

Policy rules

The individual policy rules that have been defined for the selected policy rule type.

Effective

The date when the selected policy rule instance becomes active.

Expiration date

The last date when the selected policy rule instance will be active.

Include parent rule

If this check box is selected, the system returns all rules that match the organization by walking up the organizational hierarchy. This requires that additional code be written to determine which rule is actually applied. If this check box is not selected, the system finds the lowest level rule and applies the rule at the time of the transaction.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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