Approve travel requisitions [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

If you are a user who approves travel requisitions, you can use the My approvals page to approve travel requisitions that have been submitted.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Approvals on the top link bar, and then click My approvals on the Quick Launch.

  2. Select a travel requisition, and then on the Actions menu, click one of the following options:

    • Approve – Approve the entire travel requisition. If your company has opted to approve travel requisitions by line item instead of approving the entire document, a check box is displayed next to each transaction on the requisition. Select the check box next to each transaction that you want to approve.

    • Return – Return the travel requisition to the worker who submitted it. You might return a travel requisition if the information is incomplete or if you have questions about the requisition.

    • Delegate – Assign the travel requisition to another user to approve. For more information, see Add delegates.

    • Preview – View a summary of the travel requisition.

    • Mark as read – Indicate that the travel requisition has been viewed.

    • Open travel requisition – Open the travel requisition to view more information.

    • View history – Open the Workflow history details page, where you can view the history and details of the travel requisition in the approval process. For more information, see View the status and history of a document (Enterprise Portal).


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

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