(RUS) Generate advance report lines using the Copy from expenses function

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

1. Click Accounts payable > Common > Advance holders > Advance reports.

2. Press CTRL+N and enter the required details.

3. In the lower pane, click the Lines tab.

4. Enter the required details.

5. Click Functions, and select Copy from expends.

6. Select an expense line.

7. In the Date field, enter the date of the transaction.

8. In the Document number field, enter the number of the confirmed disbursement voucher.

   Note

   The entries in the Document name, Rate, and Currency fields are automatically displayed from the expense rate Help book.

9. In the Quantity of days field, enter the number of days of the business trip.

10. In the To weekday field, enter the daily expense amount.

    Note

    The Total amount field displays the total expense amount. The Rate and Over rate fields display information about the expense type.

11. Click Save to transfer the entries from the Create lines form to the Advance report form.

    Note

    The entry in the Ledger account field is displayed according to the expense rate posting setup. If the actual expense is more than the established rates, then a supplementary line for the excess amount is created when the expenses are transferred to the advance report. In this situation, the Over rate check box is selected automatically. The Line type field of the advance report that is generated by using the Copy from expends function displays the value Expense.

12. Click Post to post the report.

13. Press CTRL+S or close the form.

See also

(RUS) Generate an expense account line using the Copy from sources function

(RUS) Generate and post a facture for an advance report

(RUS) Generate and post advance report lines manually

(RUS) Advance reports (form)

(RUS) Create lines (form)