web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :

How to reset approved expense report document back to draft status in Dynamics 365 for Finance and Operations

Dynamics AX Support Profile Picture Dynamics AX Support

How to reset approved expense report document back to draft status in Dynamics 365 for Finance and Operations

New functionality is added to provide the ability to reset approved expense report document back to draft status.

This is available in App8.0+ version. There was a hotfix for App7.2 and App7.3. Here is the recommendation for different versions:

App7.2 customers to install KB4462583

https://fix.lcs.dynamics.com/Issue/Details?kb=4462583&bugId=242339&qc=f4bd88056d3bf176b2b3c366d282b73fd6e3e0bb00c7b3e0b86ab96096b89cde

App7.3 customers to install KB4462581

https://fix.lcs.dynamics.com/Issue/Details?kb=4462581&bugId=242340&qc=cc0e073c673649b61ece3c6c04146ef87125e8326502f9754751a6dfe16ffc69

Go to Expense management > Periodic tasks > Reset expense document status.

Select the expense report(s) that are stuck and click on “Update to draft” button.

Once the operation is completed, go to the expense report(s) and validate the status to be draft.

 

Comments

*This post is locked for comments