Applies to Product – Dynamics 365 Project Operations
What’s happening?
When creating an expense from a receipt in the Expenses Reports Reimagined feature, users encounter the error: "The activity number is missing. The project that is associated with this expense requires you to enter an activity number."
Reason:
The error occurs because the project associated with the expense requires an activity number, but the current configuration does not allow for the activity number to be specified at the header level. The activity needs to be assigned at the line level when creating the expense.
Resolution:
Considering Expense Reports re-imagined feature is enabled, follow these steps:
- Step 1: Ensure that the Project ID is entered at the header level when creating new Expense report from Expense management workspace. For that open, Expense management> Setup> Expense fields visibility (Expense reports re-imagined)> Expense report tab and change field Project ID to Recommended option:
As well in Project ID field in Expense tab, so project field will be visible in Expense lines.
Note: In case Expense report is created since Expense management module> My expense> Expense reports, you will need to go to Expense management> Setup> Expense report fields> Report heading fields and define Display option in Project Id. The same in Expense line fields tab.
- Step 2: Click on New expense report from Expense management workspace to create a new expense report header and fill out the Project ID.
- Step 3: Add Receipt to create a new expense line where you can specify both the project and the activity number for each line.