HR - How to remove a benefit from a worker
In working with benefits setup in Dynamics AX, I found myself struggling with an error message that was not very descriptive every time I tried to remove a benefit from a worker. That being the case, I researched it and found a solution. Note - although the Microsoft Human Resources training manual includes a section where it references "removing" a benefit - it does not show you how to do that.
The error message is: "The enrollment ending date of the benefit selected is after the current date and cannot be deleted. Change the enrollment ending date to a date prior to today, and then delete this benefit".
The purpose of this posting is to explain the mandatory steps needed to remove a benefit from a worker in Dynamics AX 2012. (Note - this is not in any of the Microsoft documentation or training manuals).
Worker Benefits
In Microsoft Dynamics Ax 2012, benefits are assigned to a worker in the “Maintain Benefits” form.
Access: Human Resources > Common > Worker > Personal Information (Related Information area) > Benefits
This is the form where you can assign, expire, or remove benefits from a worker. Assigning a benefit and related information is pretty straightforward, but removing a benefit is a bit tricky.
If you simply select the benefit and then the "Remove" button, you will get the following error message:
"The enrollment ending date of the benefit selected is after the current date and cannot be deleted. Change the enrollment ending date to a date prior to today, and then delete this benefit".
In order to remove a benefit from a worker and get past that pesky error message, you will need to complete the following steps:
1. Select the Benefit in the left column.
2. Select the “Maintain Versions” button to open that form.
3. Highlight the coverage start date and select the “Pencil” (Edit) icon at the bottom left hand corner of the screen.
4. Select the “Coverage End date” field and update it to a previous date and time.
5. Tab off the field.
6. Close the “Maintain Versions” form.
7. You will now notice that the “Maintain Benefits” form is no longer showing that record. Do not be misled. The benefit is still associated with the worker. It has just “Expired” and is no longer showing. In order to see that record again, you will need to change the “filter” in that form.
8. Select the 
icon in the top left hand corner to access to display “Advanced options for displaying records in this form.”
9. After selecting that icon, you will now see the following:
10. Select the “Display all records” checkbox and then select the “Apply” button.
11. The screen will now show all records – current and expired. Select the record you would like to remove. Note that it now has an updated end date that is making it expired (non-current).
12. Select “Remove”.
13. Confirm the decision to remove the record when prompted accordingly. That record is no longer associated with this worker.
...and that's "How To"!