Maharaja Govindaswamy Krishnamoorthy Sr Technical Advisor TA

Cannot get an approved expense report back to draft status

***[AX BUILD] ***

Customer: Application version: Dynamics 365_July2017 (7.2.11792.56024) and Platform version: 7.0.4679.35176 (Update11)

Internally tested on: 

Application 7.2 (7.2.11792.56024) and Platform: 7.0.4679.35176 (Update 11) <replicated>

Business Process

1. Describe in non-technical terms the issue – what is the customer trying to do (business process)

Business Focused Problem Description

The customer needs to correct an approved expense report with incorrect fields, but it is not possible to edit them.

To edit approved expense report, the function to get an approved expense report back to draft status is very much needed for the customer.

Timesheet has the function to reset workflow status to draft.

Dynamics 365 Finance and Operations > Project management and accounting> Periodic > Timesheets > Reset workflow status

They request us to add the same function to Expense report workflow.

<Issue Details>

Pre-requisite: Create an expense workflow with Auto approve condition.

For the first issue:

1. Create an expense report from Expense management > My expenses > Expense report.
2. Add a new record.
3. Enter the details of any expense.
4. Specify the Project ID on the header level.
5. Do not specify the details in the Description text.
6. Enter the transaction date as 10\10\2001 for the expense line.
7. Save and submit the Expense report.
8.  

For the second issue:

1. Create an expense report from Expense management > My expenses > Expense report.
2. Add a new record.
3. Enter the details of any expense. Do not specify the Project ID on the header level.
4. Specify the Project ID on the line level.
5. Do not specify the details in the Description text.
6. Save and submit the Expense report.

For the third issue:

1. Create an expense report from Expense management > My expenses > Expense report.
2. Add a new record.
3. Enter the details of any expense. Do not specify the Project ID on the header level.
4. Specify the Project ID on the line level.
5. Save and submit the Expense report.

As the expense report are set for Auto approve, the report gets approved, but it is not possible to edit these fields later, which is very much needed for our records.

THE ASK :

They request us to add the same function to Expense report workflow.

Business Impact

2. What is the business impact to the customer?

There is no way to correct expense reports with incorrect fields on D365fFO. As results, the company cannot pay expenses to their employees correctly.

3. How does the problem impact their business and how bad is it? (Ability to bill, revenue loss, sales etc).

There is a possibility that the company cannot pay expenses to their employees correctly.

4. How frequently does this issue occur?

Every time when employees submit expense reports with incorrect fields.

5. Is there a workaround? If so, is the customer applying the workaround?

No workaround on D365fFO. In previous AX, they were able to rectify these issues on their own using tablebrowser. But on D365fFO they cannot have any option other than to approach Microsoft to ask modify fields.

6. How many users are affected by this issue?

All employees

Client is asking SAC code setup at project group level instead of doing tedious job for updating SAC at  each milestone transaction in each fixed price project.

Clarify for SAC setup for milestones in fixed price projects

Repro steps:

Project management and accounting/Common/ALL Project /Manage/On Account transactions.

Proposed solution:

1^st Preference: Option to defined SAC code at project group level  as given in project category.

2^nd Preference: Option to defined SAC code at Project Level.

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