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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Expense Report - Accou...
Finance | Project Operations, Human Resources, ...
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Expense Report - Accounting Distributions - Correct Icon

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Posted on by RI-04041350-0 44
In D365 Expense Reports we are trying to figure out why the 'correct' button is grayed out and what specific privilege or role allows that feature to be available.  On newly created expense reports or ones not processed for payment, the reset button is available.  The issue is if the person inputting the report puts it to the wrong account number then finance would like to have the ability to modify it.  We thought the right place would be to change the setting to 'yes' for Allow editing of distributions before processing but that did not seem to work.  We tried it with a sys admin role and also where the user had the maintain expense management process role and maintain expense reports privilege among many others.
If you can help guide us which canned security object maintains that or how we can customize the form to allow corrections, that would be most helpful.
Categories:
Dynamics 365 Finance
  • Suggested answer
    RI-04041350-0 Profile Picture
    RI-04041350-0 44 on at
    Expense Report - Accounting Distributions - Correct Icon
    We have not had a resolution to this situation.  They decided for now to put it on hold and maybe once we get some further clarification from the committee on their expectations I can open up a new question
  • Suggested answer
    Arvind Bharti Profile Picture
    Arvind Bharti 258 on at
    Expense Report - Accounting Distributions - Correct Icon
    Hi,
     
    Can you setup finance user as delegates user and  try? Also i tried doing same in ER report in approved state . If all doesn't work may be worth checking security role or raise to MS
  • RI-04041350-0 Profile Picture
    RI-04041350-0 44 on at
    Expense Report - Accounting Distributions - Correct Icon
    Hi Arvind,
    Yes we did that setting change but still would not let the users or us as sys admins change it.
    Thank you
  • Suggested answer
    Arvind Bharti Profile Picture
    Arvind Bharti 258 on at
    Expense Report - Accounting Distributions - Correct Icon
    HI,
     
    It can be done , can you check if you have this parameter enabled? It allows you to edit after approval (Approved state report)
     
  • RI-04041350-0 Profile Picture
    RI-04041350-0 44 on at
    Expense Report - Accounting Distributions - Correct Icon
    Thank you Arvind for a reply.  So are you saying this is more of a procedural type of situation rather than a security one?  The reviewers of the expenses can only make a distribution change in a particular window of processing the report through the system?
     
    Maybe to also help clarify, if I am the expense report creator and the status is in draft, I can modify the distributions.  After processing the workflow I would still think someone could edit it but according to finance they cannot change it.  Also if another sysadmin not an approver looks at it, they cannot change it either so there must be some rule that is telling it no to allow modifications.  
    Finance people said it worked fine about a year ago and then has since quit.  So ideally, they would like it so that an expense report could in theory be modified until finance verifies the accounts are correct.
  • Suggested answer
    Arvind Bharti Profile Picture
    Arvind Bharti 258 on at
    Expense Report - Accounting Distributions - Correct Icon
    Hi,
     
    I wonder if this is because of status of report e.g. in review , it might not allow because it is waiting for approval (Unless we have workflow step whcih allows to edit)
     
    and once approved its processed for payment so now changes can't be made.
     
    Only status it is allowing may be draft before submitting

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