Expense report policies (list page) [AX 2012]

Updated: May 19, 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.

Use this page to create, update, and view policies to be enforced when expense reports are entered and submitted.

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




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


Edit the selected policy.

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.


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




Enter the name of the policy.


Enter a description of the policy.


Yes indicates that the policy is currently in effect. No indicates that the policy is retired. Retired policies cannot be reactivated.

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).

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.


The date when the selected policy rule instance becomes active.


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

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