Project expense policy worker groups (form) [AX 2012]

Updated: July 21, 2011

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

Click Project management and accounting > Setup > Policies > Project expense policy worker groups.

Use this form to specify a group of workers to which a project expense policy can be applied.

You have a standard limit of USD 100.00 for meals for workers who are visiting Chicago on business. Next month, however, many members of your sales team will be attending a conference in Chicago where they hope to win a number of new customers. Therefore, you want to allow these workers a maximum of USD 500.00 per day for meals so that they can attend business lunches and dinners with prospective customers. In the Project expense policy worker groups form, you create a group for these workers called “Chicago Sales Team” and add each worker to that group. Then, when you create an expense policy, you create a meal policy of USD 500.00 for the city where the conference is taking place. Next, you add this worker group to the expense policy, and then specify the start date and end date for the policy to match when the sales team will be working in Chicago. To ensure that meal charges are not flagged as being out of policy for these workers, you must also exclude them from the policy rule that normally applies to meal expenses in Chicago.

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

Filter

Description

Show

Choose whether to view all expense policy worker groups, or only those that are activated for use.

Tab

Description

Worker

Add or remove workers from project expense policy worker groups.

Field

Description

Project expense policy worker group

Enter or view the name of the expense policy worker group. The group name cannot exceed 10 alpha-numeric characters.

Description

Enter or view a description of the worker group.

Selected workers

The workers who have been added to the expense policy worker group. Use the Add button to add workers to the project expense policy worker group. Use the Remove button to remove workers from the project expense policy worker group.

Remaining workers

The workers who are available to be added to the expense policy worker group. Use the Add button to add workers to the project expense policy worker group. Use the Remove button to remove workers from the project expense policy worker group.


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