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Finance | Project Operations, Human Resources, ...
Answered

how to get the unit sales price in Approved Time Entries view

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Posted on by 90

hi all, i created a subgrid in the project form where i can see all approved time entries (and a subgrid for time entries with status submitted and status draft as well)
now i would like to add the unit sales price as a column in those views but out of the box i can't add unit sales price as a column
what should i do to be able to add unit sales price as a column?

many thanks in advance for your replies
best regards Leo

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  • Verified answer
    Juan Simon Profile Picture
    1,026 on at

    Hi Leonardu,

    In my opinion, the best way would be with Power BI. You can include a Power BI embedded in the form that would display the information (filtered for that single project) you already have plus the cost and or sales for that Time Entry. It can be small, so u keep the records below it in your Subgrid.

    Now, the Sales Price List comes from the Price List used in this project and is associated with Roles. Price in PO is always based on Roles and not resources per se. So, you can query either: The Actual once it is approved (only approved records this way) or the price list and the Role in it to get the sales value and do that x the hours you have.

    Now, you could create new fields and use a combination of Flow(s) to do something similar, but you will be touching the main OOTB tables (that get updates from Microsoft) plus with Power BI you can convert fields to display them in a nice way (like duration). Power BI is a cleaner design versus using fields/flow and storing more data in Dataverse.

    Again, my opinion.

    It’s a good chunk of time/work either way!

    Please, mark this as answered to help others.

    Thanks,

    www.d365hacks.com 

  • Leonardu Profile Picture
    90 on at

    Hello Juan, tnx for your suggestion

    i will try to get it done with PowerBI

  • Verified answer
    Matthew Lazowski Profile Picture
    3,163 on at

    Hi Leonardu,

    add msdyn_price column from the Journal Line entity to your view of approved and submitted time entries (I do not remember but you might have to use Project Approval entity as a link between the two).

    You can't easily use the same approach for the view with draft time entries though.

    To work around this limitation you could do the following. Sounds like complicated design but in this way you do not have to become an expert in how pricing dimensions in ProjOps work - the platform will do the heavy lifting (matching your time entry with the correct role price on the correct sales price list) for you.

    Design: you could automatically submit all draft time entries, copy the price from the Journal Line to a custom field on time entry and recall the time entry. Most likely you will need a plugin, an Azure function or a Flow that could use standard Microsoft actions to submit and later recall your time entries.

    I hope this will help.

    Kind regards

    Matthew

  • Leonardu Profile Picture
    90 on at

    Hi Matthew, tnx for this suggestion!

    I added the sales price in the Time entries for Approval view now so our project managers  can at least quickly see/check the sales price and amount in that view. And no problem at all that i wont be able to see the sales price in the draft view, if i get it in the Approved view i created in the project form, i will be more than happy (-;

    Maybe you can give me a little bit of direction on how i can add the msdyn_price column from the Journal Line entity to my view of approved time entries?

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