Ability to delete draft expense report from AX 2012 client

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Posted on by Safaa Al Zurqan

Hi all,

Is there any way to delete the draft expense reports from AX 2012 client not from portal, can I create a security role to do so, if yes please share with me the steps.

Thanks,

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Safaa Al Zurqan 20 on at

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RE: Ability to delete draft expense report from AX 2012 client

System admin is not working, is it because there records related to self service portal?
Deepak Agarwal 148 on at

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RE: Ability to delete draft expense report from AX 2012 client

I doubt if there is any role (Admin may work) to delete other user's expense report.
Safaa Al Zurqan 20 on at

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RE: Ability to delete draft expense report from AX 2012 client

We are using DAX 2012 r3
Safaa Al Zurqan 20 on at

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RE: Ability to delete draft expense report from AX 2012 client

No, I mean another user not the user who created the expense report, as we have a bulk of draft records and we need to delete without back to the submitter, there is a STD role but i cant add delete access control.
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DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: Ability to delete draft expense report from AX 2012 client

hi

look this

community.dynamics.com/.../how-to-reset-the-status-for-expense-report-workflow-in-dynamics-365-fin-ops

DAniele
Deepak Agarwal 148 on at

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RE: Ability to delete draft expense report from AX 2012 client

There must be std roles for create/maintained expense report. A user who created the report must be able to delete until its in draft.