Expense policies (form)

Article
05/05/2014

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.

Tasks that use this form

Create policies

Navigating the form

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

Tabs

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.

Buttons (Action Pane)

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.

Buttons (lower pane)

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.

Fields

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).