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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Some questions regardi...
Microsoft Dynamics AX (Archived)

Some questions regarding travel and expense in AX 2012 R2

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Posted on by Xin Duan 517

1. Travel requisition can only be created and submitted from employee self-service EP site? I cannot find any menu item for this in client program. 

2. Try to open "travel requisition" in work items, it shows error "formrun not initialized". The related code is in "class/WorkflowQueueDocumentView/main". It try to run a menu item, but for travel requisition this menu item name is empty. I also cannot approve "travel requisition" in client program. It can only be done on EP site.

3. Even after the travel requisition approved and closed, It still shows "There are no unreconciled expenses" when i create a expense report. What is needed to make a expense report? and expense report also can only be submitted from self-service EP site?

Any advice is appreciated. 

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  • Verified answer
    Sandeep Chaudhury Profile Picture
    Sandeep Chaudhury 3,303 on at

    1. Travel requisitions can only be created and submitted in the Enterprise portal. It is not available on the rich client.

    2. Once a travel requisition is submitted for approval, the approver can approve it from the Work list on their Home page(Both on EP and Rich client). Alternatively, they can navigate to the My Approval link on the Employee self services portal and approve the travel requisition from there.

    3. Travel requisitions do not link to the unreconciled expenses. The Unreconciled expenses screen on the Expense report will show all the Credit card imported transactions(or also any expenses created using mobile devices apps).

    When you create an expense report, you can link it to a travel requisition (By expanding the Show more fields on the expense report header). Then in the expense line section of report, you will link it to the corresponding travel request line and Mark it as Preauthorized.

    For expense reports, Yes they can be submitted only from the portal. Let me know if you have further queries on these.

  • Xin Duan Profile Picture
    Xin Duan 517 on at

    Thanks Sandeep. After too days digging of codes, what I learned is absolutely same as you stated.

    Travel requisition and expense report can only submitted from portal site, and travel requisition can also only be approved on portal.

    Unreconciled records come from table TrvPBSMaindata and TrvUnreconciledExpenseTransUnion, both of which can only be filled up by using AIF service. These services can be exposed to smart device via setting up service on IIS. And there are no connections between unreconciled expense and travel requisition.

  • dillonb Profile Picture
    dillonb 315 on at

    FIXED: THE BELOW ERROR WAS CAUSED BY THE PAYMENT METHOD ON IMPORTED CREDIT CARD EXPENSES NOT BEING AN ALLOWED PAYMENT METHOD FOR ANY OF THE EXPENSE CATEGORIES

    Hi Sandeep,  

    I am experiencing an error when attempting to view unreconciled expenses in enterprise portal that have been imported via credit card import.

    I have successfully imported the single credit card expense via the client using the default inbound port available for xml files.

    However once I go to Enterprise portal and attempt to create a new expense report, the page meant to show unreconciled expenses throws an error:

    The given key was not present in the dictionary.

    App_Web_trvexptranscreditcard.ascx.91f2996b.wn01itqm

      at TrvExpTransCreditCard.SetupCategoryLookup(GridViewRow currentGridViewRow)

      at TrvExpTransCreditCard.GridCreditCard_RowDataBound(Object sender, GridViewRowEventArgs e)

      at System.Web.UI.WebControls.GridView.CreateRow(Int32 rowIndex, Int32 dataSourceIndex, DataControlRowType rowType, DataControlRowState rowState, Boolean dataBind, Object dataItem, DataControlField[] fields, TableRowCollection rows, PagedDataSource pagedDataSource)

      at System.Web.UI.WebControls.GridView.CreateChildControls(IEnumerable dataSource, Boolean dataBinding)

      at Microsoft.Dynamics.Framework.Portal.UI.WebControls.AxBaseGridView.CreateChildControls(IEnumerable dataSource, Boolean dataBinding)

      at System.Web.UI.WebControls.CompositeDataBoundControl.PerformDataBinding(IEnumerable data)

      at System.Web.UI.WebControls.GridView.PerformDataBinding(IEnumerable data)

      at Microsoft.Dynamics.Framework.Portal.UI.WebControls.AxBaseGridView.PerformDataBinding(IEnumerable data)

      at System.Web.UI.WebControls.DataBoundControl.OnDataSourceViewSelectCallback(IEnumerable data)

      at System.Web.UI.WebControls.DataBoundControl.PerformSelect()

      at Microsoft.Dynamics.Framework.Portal.UI.WebControls.AxBaseGridView.PerformSelect()

      at System.Web.UI.WebControls.BaseDataBoundControl.EnsureDataBound()

      at System.Web.UI.WebControls.CompositeDataBoundControl.CreateChildControls()

      at Microsoft.Dynamics.Framework.Portal.UI.WebControls.AxBaseGridView.CreateChildControls()

      at System.Web.UI.Control.EnsureChildControls()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Control.PreRenderRecursiveInternal()

      at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

    Thank you in advance!

  • Alexey Lekanov Profile Picture
    Alexey Lekanov 522 on at

    Is there any way that anyone else, except the approver, can approve a travel request that is pending approval, e.g. when the approver is on vacation? I am set up as admin in AX, but I see no TR's on EP, while, as you are saying, the approving is not possible in AX itself.

  • Rutul Profile Picture
    Rutul 10 on at

    Hi Sandeep,

    I'm new to AX. I have a customization in hand that requires me to by-pass pre-authorized travel requisition line. Meaning, I want the amount entered on travel expense report to be reconciled againt travel requisition even if it is not marked as pre-authorized.

    I'm unsure where would I need to make change/write code to make this possible.

    Thanks,

    Rutul

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Rutul,

    could you provide more details about the purpose of your request?

    Anyway, with the information you gave, I think you have 2 options:

    1) Uncheck under "Travel and Expenses parameters" the "Pre-authorization of the travel is manadatory" option- Then you can anter the Expenses you want.

    2) Setup the Travel requisition workflow under "Travel and Expense workflows" in a way that it gets automatically approved, so that no action is needed from the users.

    Kind regards,

    Paolo

  • Rutul Profile Picture
    Rutul 10 on at

    Hi Paolo,

    Thanks for the reply.

    I want to achieve the following functionality.

    For example I have taken Cash requisition for amount 1000 against Food Bill as Advance. While I am returning the amount, I have not only spent it on Food Bill but also on Taxi Bill.

    So, when I enter the amount in the reimburse/expense form then the advance is conciled against the Food Bill only and I cannot concile it aginst the Taxi Bill.

    Now I want this 1000 amount taken for Food Bill to be conciled against Food Bill as well as Taxi Bill.

    I hope this gives you a better clearity for what I want to achieve.

    Regards,

    Rutul

  • gsbsrk b Profile Picture
    gsbsrk b 692 on at

    Hi All,
    Is it possible to edit the expense report after submitting the workflow?
    or
    How the approver can able to edit the expense report ?
    I want to edit the expense report before approving it.
    Thanks,
    Krishna

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