Share
ReportWe are having a problem with PTE timesheets losing billing notes after being approved, wanted to see if anyone else is having this problem and if there is a known solution?
A couple of things to note:
- Billing notes are visible in PTE, we require billing notes to be entered for each time entry
- Approver approves the timesheet in PTE as part of the workflow we've set up (only a single approver is required)
- When the timesheet gets transferred into the PA Project Timesheet Batch some or all of the billing note entries are missing
- This does not happen to all timesheets every time and we have not been able to find any consistency in the pattern of which PA Projects or Employee IDs this happens to, it changes every week.
- We've seen one pattern that I'm not sure is helpful or related to the problem.
- When the timesheet is approved in PTE and the time entered exceeds the budgeted hours that are set up for that PA Project and PA Cost Category, we get a pop up message that says to enter the password to exceed the budget quantity (this is how we have set it up to manage the PA Project Budget). We then hit "Cancel" on that pop up message and typically another pop up comes up telling you which PA Project and PA Cost Category is over budget.
- We've noticed that sometimes after hitting "Cancel" as noted above, the second pop up does not come up and we have to look at the "Approval History" on the PTE Timesheet to tell us which PA Project and PA Cost Category are exceeding budget. Once we adjust the PA Project Budget and go to Approve the timesheet again in PTE, when it gets processed into the timesheet batch some or all of the billing notes are missing (which aren't necessarily billing notes related to the PA Project and PA Cost Category that was over budget).
- We are running GP2016 R2
*This post is locked for comments
All responses (
Answers (
291,280
