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Key tasks: Travel requisitions

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Before you travel for business and incur expenses that you charge to your organization, you may be required to create and submit a travel requisition. The travel requisition contains information about the projected costs of your travel. The expense costs that you enter in a travel requisition do not have to be exact. You only have to enter an estimate of the expense costs that you may incur.

What do you want to do?

Create a travel requisition

Modify a travel requisition

Submit a travel requisition

Create a copy of a travel requisition

View a travel requisition

Create a travel requisition

  1. Click Expenses on the top link bar, and then on the Quick Launch, click Travel requisitions.

  2. On the Action Pane, on the Travel requisition tab, in the New group, click Travel requisition.

  3. Select the business purpose, the destination, and the financial dimensions that are being charged for the requested travel.

  4. On the Estimated expenses tab, click Add new expense.

  5. Select the expense category and the project ID, if the expense line is related to a project.

  6. Select the estimated date of the expense, enter the estimated cost of the expense, and select the currency that you are using for the expense.

  7. Enter the currency exchange rate, and then click Insert.

  8. On the Expense line details tab, enter more detailed information about the expense line.

  9. Repeat steps 4 through 9 to enter all of your expected expenses.

  10. When you have finished, click Save and close.

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Modify a travel requisition

  1. On the Travel requisitions page, in the Travel requisition number column, click the travel requisition that you want to modify.

  2. On the Action Pane, on the Travel requisition tab, in the Maintain group, click Edit.

  3. Modify the travel requisition's header or the expense lines, and then click Save and close.

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Submit a travel requisition

  • When you have entered the necessary information for the travel requisition's header and the expense lines, and you are ready to submit your travel requisition for approval, open the travel requisition, and then click Submit.

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Create a copy of a travel requisition

  1. On the Travel requisitions page, in the Travel requisition number column, click the travel requisition that you want to copy.

  2. On the Action Pane, on the Travel requisition tab, in the New group, click Create a copy.

  3. The new travel requisition appears in the list of travel requisitions.

  4. To modify the travel requisition, on the Action Pane, on the Travel requisition tab, in the Maintain group, click Edit.

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View a travel requisition

  1. On the Travel requisitions page, in the Travel requisition number column, click the travel requisition that you want to view.

  2. On the Action pane, on the Travel requisitions tab, in the Maintain group, click View.

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