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Travel Requisition to Expense Report Authorized amount is not coming automatically

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Posted on by Ramit Paul

22,805 Most Valuable Professional

Dear Experts,

I have a question on expense management module.

While selecting Travel Requisition in Expense management, the Reconciled amount and Authorized amount is not coming automatically, instead we are selecting from the drop down in Reconciled amount.

However, as per MS DOC, it has to update automatically

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Charlotte X Microsoft Employee on at

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Hi Ramit Paul,

Do you enable the "Pre-authorization of travel is mandatory" parameter in Expense Management Parameters?

Best Regards,

Charlotte

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Ramit Paul 22,805 Most Valuable Professional on at

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Yes, it's enabled.

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Charlotte X Microsoft Employee on at

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Hi,

According to the MS DOC, when you map an expense report to an approved travel requisition, the transaction amount can't be greater than the authorized amount. Please make sure that you meet this requirement.

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Ramit Paul 22,805 Most Valuable Professional on at

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That's the question, how can I book more than the requisition amount?

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Charlotte X Microsoft Employee on at

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Hi,

Regarding your initial question about the Reconciled amount and Authorized amount is not coming automatically, I found another possible cause:

Travel requisition does not show the authorized amount on the line - Dynamics 365 Finance Forum Community Forum

Did you use the date of the day?

And In the standard, I think you can't book more than the requisition amount.

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Ramit Paul 22,805 Most Valuable Professional on at

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I think the link is not the same issue, for my case its coming from the drop down.

My question is- does that get auto populated or we need to select from the drop down and add it?

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