Hemant Sohoni Sr Tech Support Eng SE

The requirement here is to see the work items assigned to the users in 365 Finance. We have the ‘Workflow history’ page where we can see all the workflow items using the status filter. However, it is not feasible to add the ‘UserName’ to this page or cannot filter the records on this page based on the username to whom the records are assigned for approval.

We tried adding the username to the workflow history page. However, Username or User ID is not available to be added to the page.

We also tried to add the Username or User ID column using the ‘Advanced filter or sort’ button.

We added the ‘Work items’ table and tried using the ‘User’ option but this also did not help filter the work item records that are pending with the concerned user on the Workflow history page.

Presently, the user to whom a workflow instance is assigned can be seen from the individual workflow history, but this is a time-consuming activity as these details need to be verified on each and every workflow instance individually.

The requirement is to have the details of the user, to whom the workflow instance is assigned, to be available on the Workflow history page itself.

The objective behind having this information is to enable the System administrator to identify and follow up on the pending work items or get the pending work items delegated to another user.

For an expense category where the ‘Include in anti-corruption’ parameter is set to ‘Yes’ and the user has included an expense with that category on the Expense report from the mobile app; while submitting the expense report from the app, the system gives the below error and does not allow the user to submit such expense.

“The expense report contains an expense using an anti-corruption category. Ensure that the anti-corruption attestation is completed or use a different category.”

The Expense mobile app should provide an option to complete the anti-corruption attestation.

The issue is reported for Free text invoice in India legal entity and is related to India localization.

The customer needs to create Free text invoice transactions using data entity. The customer is using the ‘Customer Free text invoice’ template for creating the Free text invoice records and uses the ‘Free text invoice line transaction tax information’ data entity for uploading the tax information related to Free text invoice records.

The Free text invoice records get created and the tax information for those records is also updated. However, the tax does not get calculated on such transactions as the 'Assessable value' is not getting updated.

If the quantity on such imported Free text invoice lines is manually updated again and if we click the 'Recalculate' button on the Tax document, the tax gets calculated.

There appears to be a refresh issue which needs to be addressed.