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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / allow editing of distr...
Microsoft Dynamics AX (Archived)

allow editing of distributions for project expenses

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Posted on by Community Member

Hello,

When i activate the "allow editing of distributions before posting" in the travel and expense parameters it allows me to edit the distributions of expense lines before posting.

But that doest not seem to work for expense lines that are related to a projet, in fact the amounts of the expense are distributed to the ledger account that i have set up as project cost account for that category, and i can not edit it.

Does any one know how i can activate the editing of distributions for expense lines that are related to a project

 

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Ahmed laamari,

    Why do you want to edit/modify this account in the first place?

    The project postings setups are designed in a way that users should not be required to enter/change/modify those settings.

    It this something you regulary plan to do?

    If so, I would recommend changing your project posting setup.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    The problem is I have diffrent cost account fo one expense category, for exmple for airplaine tickets i have 5 diffrents cost account. I dont also want the employee to choose from 5 categories only for airplaine tickets. So i want create only one expense category for airplane ticket, and then after the approval of the expense report, the accountant can choose the correct ledger account before posting.

    Is that possible with standard AX, or do i need some customization?

    Any recommandation\suggestion is highly welcomed.

    Thank you.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Ahmed,

    Wouldn't it be an option to allow your 'ordinary' employees using one single expense category that they use for posting purposes and ask the accountants to record a project adjustment if they believe that the category and the account behind is not the right one?

    In this case you are 100% in standard and do not need to make an adjustment. I can't also see some additional work related to this as the accountants would need to do some corrections anyway and whether they make it directly in the distribution form or through the adjustment form doesn't really matter except that you might get more project transactions.

    Provided that you need the distribution for accounting purposes only, wouldn't a subsequent allocation in the GL - on the ledger account level only - be sufficient?

    Best regards,

    Ludwig

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