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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Expenses Workflow
Finance | Project Operations, Human Resources, ...
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Expenses Workflow

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Posted on by CU09040647-0 6
Currently we use AX12 and within the expense workflow we have a conditions to day if  expense claim has a receipt if goes to Manager 1, If it doesn't have reciepts attached we want it to go to Manager 2 (higher approval level )
 
This condition expenseline.receiptlinked doesn't seem to exist in D365 is there a way around this?
 
Thanks
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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,551 Super User 2026 Season 1 on at
    Hi Power BI User,
     
    In case there is no field available for the condition, then you can extend the workflow document class and add a virtual field that will return if a receipt is linked with X++ coding. It will be then a customization. At least the purchase order workflow class has examples where a delta amount and percentage is calculated in case of a new PO version.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    You can consider ways to customize workflows to meet your needs. You can refer to this official documentation: Create workflows overview - Finance & Operations | Dynamics 365 | Microsoft Learn. This article explains how to create a workflow. Or you also refer to this blog: www.theknowledgeacademy.com. This article explains how to customize your workflow and the steps you need to take to get there.
    Best regards,
    Kevin

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