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Finance | Project Operations, Human Resources, ...
Answered

Workflow From Automate is not working for Expense Report

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Posted on by 22
Hi All,
 
I am experiencing an issue while running the automate for expense report. The automate is giving the error
" An error has occurred. Exception occured while executing action validate on entity workfloworkitem. A currency to convert to is required to retrieve exchange rate information. An exception has been thrown by the target of an invocation." 
 
D365 F&O side configurations are simple:
 
1- The accounting and reporting currency for the legal entity is GBP
2- Exchange rate type is also define on the ledger
3- Currency on the system parameter is set as USD and in exchange rate type USD to GBP conversion is also defined. Exchange rate type on currency is also set and it includes the USD to GBP conversion.
4- There is a dimension of currency as well but the dimenion value is also GBP
5- Employee is linked with vendor and vendor currency is also set as GBP
6- Policy is created for expense report for making the receipt attach as mandatory
7- There is no customization on the environment as well
 
 
I have refreshed the Usage data on the user as well but still the error is there. I can complete the workflow from F&O but the automate is throwing the error. 
 
Also, there is no condition of currency on workflow as well of the expense report.
 
Regards
Ammad 
  • Verified answer
    Ammad Jawed1 Profile Picture
    22 on at
    Workflow From Automate is not working for Expense Report
    Hi Everyone, After number of testings, debugging and R&D, i found the resolution of it. The company on user should not be DAT, it is picking the currency conversion from the company define on User. Since my user has DAT currency it was throwing the error. Once i changed that and resubmit the report, the automate works fine.
  • Naveena Reddy Profile Picture
    207 on at
    Workflow From Automate is not working for Expense Report
    Hi, try deleting cache usage data for all users to see if it works, else as Andre suggested, please sit with your developer to debug the issue. Thanks
  • André Arnaud de Calavon Profile Picture
    292,869 Super User 2025 Season 1 on at
    Workflow From Automate is not working for Expense Report
    Hi Ammad,
     
    Did you find the culprit already? If not, a developer can start debugging on a non-production environment to find out where in coding and under what conditions this error pops up. 

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