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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Tying Expense Reports ...
Finance | Project Operations, Human Resources, ...
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Tying Expense Reports to Purchase Orders

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Posted on by BarryR 322

Hello All - 

I have a client that will be using Accruent’s CMMS software- Maintenance Connection to push POs into D365. Most of the POs will be invoiced through standard D365 AP. However, there will be cases where D365 expense reports are submitted rather than receiving invoices from vendors. Is there a way I can associate the expense report with a PO without customization? Or once the expense report is posted can I modify the PO so that the Amount Remaining value is reduced by the amount of the expense report?

Thanks in advance for any recommendations.

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

    Hello BarryR,

    I am not aware of a standard functionality that would allow you linking an existing PO with an expense report.

    You can of course modify your PO and modify it later on in a way that the expense amount is deducted but this would require a manual interaction.

    Isn't there any other integration option that can be build to avoid those manual tasks probably by making use of the projects module?

    Best regards,

    Ludwig

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