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Expenses Workflow

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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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Kevin Xia Microsoft Employee on at

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Expenses Workflow

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
André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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Expenses Workflow

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.

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André Arnaud de Cal... 291,391 Super User 2024 Season 2

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