Vendor and Customer Accounts on Expense Report

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I want to know the purpose and functionality of vendor account in expense report. I want to process the vendor invoices through expense report. Is there any possibility that EP makes vendor invoices for the travel vendor and I can make them linked with travel requisition. here is the detailed business case i want to follow

Employee submits travel requisition (from his own account) from EP which would be approved by line manager
Logistics department will request the travel service provider to provide the Air Ticket. Then he should somehow create a vendor payable in AX through the EP module and link this expense report with the travel requisition (how this would be possible as the username would be different from employee)
Employee will submit other expenses e.g. Lodging, meals etc and link them with travel requisition.

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Ludwig Reinhard Microsoft Employee on at

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Hi Mudassar Hassan,

For No 2:

If your logistics department arranges the air ticket and pays for that, why would you want to include this in the travel expense report of your employee?

Best regards,

Ludwig

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Community Member on at

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Actually, I want the airline invoice and ticket details to be mapped against the travel requisition. Secondly, this expense report will be from vendor account not from employee login account.

You may recommend me best practise for doing this

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Crispin John Augustine 37,081 on at

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This is possible in EP.

You have to Change the workflow configuration, a bit. (Of Course with required development)

* Create a Task after Submission, that is assigned to Logistics Department to upload the air ticket, and it's cost has to be added to the request in the Background by code.

* Employee can submit other expenses (Point3) in a separate Journal, if you Need the flight ticket to be approved before the travel date. The other expenses are realised only during the travel, which could be claimed later.

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ZvikaR 190 on at

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In such case I would recommend setting up purchase requisition, purchase requisition workflow for the approval, and this will turn into a purchase order/vendor invoice for the vendor.

The business process you describe is about requesting and approving purchase from a vendor, not requesting and approving travel expenses retroactively - which is what T&E module is for.

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