Travel & Expense

Finance and Operations/AX Developer Forum
1

Hi All

I have created a expense report and submitted, But i am unable to approve from EP or Rich Client

Do i need to set any user permissions or workflow error , i am unable enable post option

Please suggest

TX

Varma

2

What is the problem you are facing here? Are you not getting the Approve action item? If Yes, view the error log description in the Actions=> View history and specify here.

Yes, you need to setup the expense report workflow configuration template accordingly and login with specific user/role etc to get the options enabled for you. The post option will be available through AX rich client only, once you approve the expense report.

3

Thanks Kiran

May i know which user role to be asigned

Thanks
Varma

4

“Employee Role” would do that!

5

Assigned Employee Role still unable to enable post option

6

Have you defined the workflow template? You can select any of the assignment type, for example say User: select any specific user and login with this user to get the approval action item in the expense report.

7

hi Kiran

I have even created expense approval workflow

but still i am unable to approve

assigned roles appropriately

can u suggest me workflow components like work item ,Instructions ,assignments

Appreciate your help

Thanks

Varma

8

The following links will help you.

http://technet.microsoft.com/en-us/library/dd309592.aspx

http://sandeepchaudhury.wordpress.com/2012/11/29/automated-tasks-in-workflows-in-microsoft-dynamics-ax-2012/