Ability to restrict enter project expenses using expense date and DFF values defined in Projects — Cloud Customer Connect
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Ability to restrict enter project expenses using expense date and DFF values defined in Projects

in Expenses 6 comments

Summary:

Ability to restrict submission of project expenses using expense date and DFF values defined in Projects

Content (please ensure you mask any confidential information):

Our business users need to control Project / Tasks LOV available to expenses users only, based on DFF (date field) defined in Project & Tasks. When users enter expense lines, EXM checks expense date against date defined in DFF value and display (or not display) projects in LOV.

We tried to define custom value sets for project_ID and tasks_ID, however, we are not able to use "Expense Date" as part of the "WHERE" clause.

Has anyone come across this requirement or can make some suggestions?

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