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We use Dynamics to reimburse employees for taking training. How do we "reduce" how much money they have left?

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Posted on by Community Member Microsoft Employee

We have a great set-up in Dynamics for reimbursing employees for taking training. Each employee is allowed a maximum amount each year ($2,000). Each year, the amount starts $2,000 and that amount is reduced by each application. However, in our set up, the maximum allowable amount remains the same. How do we show this maximum amount reducing with each payment so we don't overpay?

We have done some workarounds but they require our staff to leave the reimbursement application to look at the applications information and manually draw down their benefit amount.

Thanks

LL

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Drew Poggemann 9,079 on at

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RE: We use Dynamics to reimburse employees for taking training. How do we "reduce" how much money they have left?

Hi Linda,

I would have a couple layers here.

Contact (1) --> (N) Training Fund (1) --> (N) Training Activity

Training Fund - This would be yearly record that you would track the $ available for the training for that year. Example the $2,000

Training Activity - Track the activity with the cost of this training (i.e. $200.00). Many of these will exist for each Training Fund.

Now that this architecture is setup you can utilize rollup fields to rollup all the training for the activities to the Training Fund and then use a calculated field that will subtract the training available from the rolled up field on training $ spent.

https://msdn.microsoft.com/en-us/library/dn817863.aspx

Hope this helps your need.

Thanks,

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