(RUS) Create and post a business trip resolution [AX 2012]

Updated: July 2, 2014

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

This topic describes how to create and post a business trip resolution. To assign an employee to a business trip, you must create and confirm a business trip resolution in the Business trip resolutions form. This business trip resolution is used by the payroll department to pay the employee for the business trip.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R2 Payroll for Russia Feature Pack

Country/region

The primary address for the legal entity must be in the following countries/regions: Russia

Configuration tasks

To create a business trip resolution, follow these steps:

  1. Click Payroll (Russia) > Staff administration > Resolution journals > Business trips.

  2. Click New to create a new business trip resolution journal.

  3. On the Overview tab, specify the following details.

    Field

    Description

    Name

    Select the journal name.

    NoteNote
    The journal number is generated and displayed in the Journal field based on the number sequence code that you define for the journal in the Staff administration parameters form.

    Resolution date

    Select the resolution creation date.

    NoteNote
    The resolution number is generated and displayed in the Resolution number field based on the number sequence code that you define for the business trip resolution in the Staff administration parameters form.

    Organization

    The destination organization for the business trip.

  4. On the Location tab, enter the destination address details.

  5. Click Lines to open the Business trip resolutions lines form.

  6. Click New to create a new business trip resolution line.

  7. On the Overview tab, specify the following details.

    Field

    Description

    Employee

    Select an employee code. The name of the employee displays automatically in the Employee name field.

    Business trip type

    Select the type of business trip.

    Start date

    Select the starting date of the business trip.

    End date

    Select the ending date of the business trip.

    NoteNote
    The business trip duration displays automatically in the Period field based on the start date and the end date.

    Period

    Select the duration of the business trip.

    NoteNote
    When you modify the period in the Period field, the end date displays automatically in the End date field based on the start date.
  8. On the General tab, in the Purpose field, enter the purpose of the business trip.

  9. In the At the cost of field, enter the name of the party or organization that is funding the business trip.

  10. Click Validate to validate the resolution lines, and then click OK in the Check journal form.

  11. Click Post to post the journal, and then click OK in the Post journal form.

    NoteNote

    The Posted check box is selected automatically in the Business trip resolutions form.

You can cancel the journal posting when you need to update the business trip resolution or correct a mistake in the business trip resolution.

  1. Click Payroll (Russia) > Staff administration > Resolution journals > Business trips.

  2. In the Business trip resolutions form, select the business trip resolution to cancel.

  3. Click Restore to cancel the journal posting in the Post journal form.

  4. Click OK to cancel the selected business trip resolution. You must cancel the related payments of the resolution journal, and then cancel the journal posting.

You can generate and print the business trip resolution reports. For more information, see (RUS) Vacation, business trip, and sick list reports.

  1. Click Payroll (Russia) > Staff administration > Resolution journals > Business trips.

  2. Click Print > Form T-9a to print a report that displays the business trip details of all employees in the HR department business trip resolution form (statutory Form T-9a) for individuals.

  3. Click Lines to open the Business trip resolutions lines form.

  4. Click Print > Form T-10 to print a business trip certificate (statutory Form T-10) that displays planned business trip details of an employee.

  5. Click Print > Form T-10a to print business trip certificates (statutory Form T-10a) that display the planned business trip details of all employees.

  6. Click Print > Form T-9 to print a report that displays the business trip details of an employee in the HR department business trip resolution form (statutory Form T-9) for an individual.

You can view the posted business trip resolution lines for an employee in the Employees form.

  1. Click Payroll (Russia) > Common > Employees.

  2. On the Employment tab, click Business trips to view the posted business trip resolution for the selected employee.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Click System administration > Setup > Licensing > License configuration. Select the CIS Payroll and CIS Staff administration configuration keys.

Security roles and duties

To perform this task, you must have the following roles:

  • Human resources assistant

  • Human resources manager

  • Payroll assistant

To create a business trip resolution, you must be a member of a security role that includes the following duties:

  • Enable workforce management process (HcmWorkforceProcessEnable)

  • Inquire into workforce management process (HcmWorkforceProcessInquire)

Security roles and privileges

To create a business trip resolution, you must be a member of a security role that includes the privileges that are described in the following table.

Privileges Name Procedure
Maintain business trips resolution RPayBTResolutionMaintain Create a business trip resolution.
View business trips resolution RPayBTResolutionView

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

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