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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lock down expense repo...
Microsoft Dynamics CRM (Archived)

Lock down expense report after it has been approved - XRM1

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Posted on by epark06 1,328

We currently have this process: when users create receipts, they get rolled into a monthly expense report based on the receipt date of the receipt. The expense report then gets approved by their manager via a dialog.

However, we have an issue with users submitting additional receipts after an expense report has already been approved, and there is nothing preventing them from doing so. Is it possible to create an error message when a user tries to create a receipt for an expense report and have the condition where Approved By contains data?

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    You might want to create a real-time workflow for the receipt entity(on create).. add a condition to verify expense report status, and, if it's been approved, add a step to stop the workflow with status "cancelled". Make sure to set the properties of that step to display a meaningful message..

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    In workflow you may have options to check the status of current entity (receipt) and related entity (expense report), if you are able to identify the expense report status from the related entity attributes then you can implement the workflow as mentioned by Alex, else you may need to use FetchXML and XRMServiceToolkit (javascript) to solve this issue.

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