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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Can I make certain tra...
Microsoft Dynamics AX (Archived)

Can I make certain travel expense fields mandatory using configuration?

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Posted on by howalker 1,210

Is there a way I can make certain fields mandatory when selected expense categories are entered on an expense line by using configuration and not implementing custom code?  For example, for the entertainment expense category, I need to make certain fields mandatory like Additional Information, Location and/or the pop-up box Guests or Gift Recipients?  I haven't found a way to do this in configuration.  Has anyone created a policy to do this? I don't see anything in the drop down box "Do The Following" that would require desired fields. 

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Can I make certain travel expense fields mandatory using configuration?

    Hi Howard,

    Indeed. This is an add on my employer is offering. If you have more requirements for data.validation rules, it might be more cost efficient to look at this add on. If it is only related to mandatory fields on the expense reports it might be cheaper to go for a customization on the short term.

  • howalker Profile Picture
    howalker 1,210 on at
    RE: Can I make certain travel expense fields mandatory using configuration?

    Thank you for your reply.  I'm referring to enterprise portal functionality.   When you say "we have," are you referring to an add-on that your employer sells to AX customers?  

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Can I make certain travel expense fields mandatory using configuration?

    Hi Howard,

    Are you referring to enterprise portal or the companion app? There is out of the box no configuration. This would require customizations.

    Note that we have an add on for data validation where your requirement can be fulfilled with just a configuration. This tool works on almost all tables and is not constrained to mandatory only. It can also validate allowed values.

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