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Applies to Product - Dynamics 365 Finance
 

What’s happening?
When creating an expense report, the Project field is selectable, but the Activity Number field remains inactive, preventing users from selecting an activity number. This issue impacts accurate allocation of expenses against specific project activities, which is critical for project-based business operations.
 

Reason:
This occurs because the Project ID was not populated on the expense line, causing the Activity Number field to remain inactive.
 

Resolution:
To resolve this, ensure that Project ID field is displayed in expense report header and lines. For that, go to Expense management> Setup> Expense report fields and define Display option in Project ID field in both tabs, Report heading fields and Expense line fields
 
Then follow these steps:

  1. Ensure the project setup is correctly configured.
  2. Go to Expense management> My expenses> Expense report. Create a new expense report and select the appropriate project.
  3. Create an expense from a receipt or create directly a expense line.
 
  1. In the Expense tab, verify that the Project ID is populated on the expense line. If the Project ID is not populated, the Activity Number field will remain inactive.
  2. Confirm that the Project ID and Activity Number fields appear correctly on the expense tab as per design.
 
Following these steps should activate the Activity Number field, allowing accurate allocation of expenses against specific project activities.