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I am new to F&O so please forgive any ignorance.
Creating timesheet headers in F&O is a labor intensive task (note we enter time outside of F&O and integrate it in). You have to create them one by one.
I was tasked with looking for a better way. So in the F&O Timesheet window, I was able to Open it in Microsoft Office (little icon in the top right corner). This brings it into Excel with a Dynamics 365 Office Add In which allows me to establish a data connection between Excel and F&O (pretty cool).
So I set it up for Timesheet Headers and bring in the fields I need. I get all the Timesheet Headers from F&O and add my new ones in Excel and load them all back in. Great. But our people here noticed the Period End Date was blank in F&O. According to what I see in Excel, Period End Date was not available in the Entity for me to populate it.
I notice when you manually enter a Timesheet Header in F&O that you enter a Date and then the Timesheet Period (start and end dates) auto populates. The user never enters that.
So it looks like in the Excel integration side I don't get the privilege of certain dates auto populating.
So my questions are:
1. How can I populate the Period End Date?
2. If population of Period End Date is not possible, does that field being blank cause any problem?
Fields in my integration
Fields available to add (no Period End Date)
Integrated Timesheet Header with no Period End Date
Manual Timesheet Header entry. Timesheet period auto populates.
On your first question: The Period End Date field is not exposed by the Data Entity you are using. And I don't see another Data Entity that exposes the table. Thus it is not possible without development.
The date (From/To) are used in displaying the details at line level.
See how period start-end only show 4 columns 8/1 through 8/4 at line level.
Selected a different period and then the columns at line level are different.
This is from UI level. In addition, i don't see a point in using this functionality via open in excel, it only gives you 5-7 fields and nothing at line level.
To setup the stage - I was successfully able to create timesheets in D365 manually.
To test via excel, i tried to create the header line via data entity and below is what i get which suggest this entity as such from excel is not helpful.
Thanks Pete. I was so close. I will contact our Dev people.
Thanks for the detailed response Satish!
Please let us know if you have any more questions on this thread. If not, can you please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.
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