D365 Finance & Operations and Dynamics AX Forum

Hi all,

I'm currently working with a client who wishes to utilize Expense policies to ensure users select a Project ID when creating an expense.

In looking at the available options, I created the below rule for Hotels.


I created a sample expense report without the Project ID, and saved the report. The system provided two errors - one that my itemization was not complete (valid) and "Please ensure Project ID is entered" (also valid).

I complete the itemization, then save the report again. I receive the "Please ensure Project ID is entered" error again - still valid.

I add the Project ID to the expense and when prompted, apply the change to the itemizations. I save the report. I receive the "Please ensure Project ID is entered" error again, which I believe should not be valid.

I checked the details of the itemizations and they have a Project ID.

I also created a new expense, entered the Project ID first, then the itemizations and I am still being denied by my Expense policy.

Has anyone setup a similar policy rule and gotten it to work? Is there a different logical statement I should be considering for my rule?

Thanks for your input,
​

#UnifiedOperations #Functional
​​​​

------------------------------
Josh Bazin
Functional Analyst
Sierra Systems
Edmonton AB
------------------------------

Hi Josh,

Were you able to figure this out? I am having a similar error for the exact policy you have written for Project ID. Everything looks correct, but this error keeps appearing no matter what I change.

------------------------------
Esther Paradoski
Ducks Unlimited Canada
Stonewall MB
------------------------------

Original Message:
Sent: Dec 13, 2018 12:40 AM
From: Josh Bazin
Subject: Expense management policies failing when itemized

Hi all,

I'm currently working with a client who wishes to utilize Expense policies to ensure users select a Project ID when creating an expense.

In looking at the available options, I created the below rule for Hotels.


I created a sample expense report without the Project ID, and saved the report. The system provided two errors - one that my itemization was not complete (valid) and "Please ensure Project ID is entered" (also valid).

I complete the itemization, then save the report again. I receive the "Please ensure Project ID is entered" error again - still valid.

I add the Project ID to the expense and when prompted, apply the change to the itemizations. I save the report. I receive the "Please ensure Project ID is entered" error again, which I believe should not be valid.

I checked the details of the itemizations and they have a Project ID.

I also created a new expense, entered the Project ID first, then the itemizations and I am still being denied by my Expense policy.

Has anyone setup a similar policy rule and gotten it to work? Is there a different logical statement I should be considering for my rule?

Thanks for your input,
​

#FinanceandOperations #Functional
​​​​

------------------------------
Josh Bazin
Functional Analyst
Sierra Systems
Edmonton AB
------------------------------