Exercise - Create a travel requisition

  • 15 minutes

To perform this exercise, you will need access to an environment with Microsoft Dynamics 365 Project Operations, or Microsoft Dynamics 365 Finance, with standard demo data. You can access a trial environment of Project Operations by selecting Get started in the top-right corner of the Dynamics 365 Project Operations page on microsoft.com.

In this exercise, you will create a travel requisition with detailed expense category lines and then submit the requisition to a workflow.

Scenario

You have an upcoming quarterly office visit scheduled for next month. Because it is nearing year-end, all business trips require an approved travel requisition prior to traveling to ensure that the budget is not exceeded.

  1. Go to Expense management > My expenses > Travel requisition.
  2. Select New travel requisition.
  3. In the Business purpose field, enter Quarterly office visit.
  4. In the Destination field, enter Miami, Florida.
  5. In the Travel description field, enter Quarterly meeting and office visit with the manufacturing department of the distribution center.
  6. In the Travel requisition expense lines FastTab, select New requisition expense.
  7. In the Expense category list, select Hotel.
  8. In the Estimated date, select December 12 for the current year.
  9. In the Estimated amount field, enter 560.
  10. In the Travel requisition expense lines FastTab, select New requisition expense.
  11. In the Expense category list, select Flights.
  12. In the Estimated date field, select December 12 for the current year.
  13. In the Estimated amount field, enter 350.
  14. In the Travel requisition expense lines FastTab, select New requisition expense.
  15. In the Expense category list, select Meals.
  16. In the Estimated date field, select December 12 for the current year.
  17. In the Estimated amount field, enter 245.
  18. Select Save.
  19. Select Workflow > Submit.
  20. In the Comment field, enter Approve this requisition please.
  21. Select Submit.