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I have setup the new PTE Employee Expense Entry functionality for GP 2015 and the users cannot enter an expense amount. The field is locked and will not allow the user to click into it.
I created a GP user for the employee and assigned the ESS PTE Employee security role. On the employee card, I assigned the employee's GP user ID, clicked on the Project button to open the employee project settings window, checked the box to allow the employee to enter expense reports and clicked on the Expense Report button to open the PTE Employee Expense Setup window. On the PTE Employee Expense Setup window, I checked the boxes to Allow Billing Notes and to Allow Change in Billing Type. I added delegates to enter expense reports for this employee.
The user can log into GP, can enter header information on their expense report, can select a project / cost category, can enter a quantity, can change the billing type and can enter a description. They cannot click into the Amount field to enter an amount.
I don't see any setting on the PTE Employee Expense Setup window to allow / disallow changing the unit cost / amount.
What am I missing?
Thanks
Penny
*This post is locked for comments
Seems I did not look hard enough for the solution and there is already a post regarding the issue I was inquiring about "New Security Roles and Tasks are missing when upgrading to Microsoft Dynamics GP 2015" by Derek Albaugh. After running the script we now have ESS Security Roles available.
When you write "I have setup the new PTE Employee Expense Entry functionality for GP 2015", would you please explain in a little more detail or point me to where I can find documentation regarding this GP 2015 feature?
We are implementing GP 2015 now and I keep hearing about PTE Timesheet and Employee Expense and ESS security roles and I cannot locate any information from within GP itself so I'm reaching out to the community.
We did use Business Portal and PDK in GP2010, so I'm familiar with the "usual setup forms" but these ESS security roles are alluding me right now and I need help finding them and related information please. My fear is we have a feature that has not been triggered yet during the upgrade steps.
I agree, it does not make any sense for the unit cost to be a calculated field. Costs vary from expense report to expense report; there isn't any way updating a single unit cost on the cost category will work.
I don't see any way my clients will be able to use the new PTE expense report functionality with this field locked down.
We are also having the same issue and it is very annoying. Updating the project budget is not a solution. For example if an employee is submitting an expense report for an airfare or hotel, the amount will be different each time. Setting up an amount for a cost category will not be a solution for this problem. Only solution that I see is that the cost field should not be a calculated field.
Hello Penny,
The Amount field equals the Unit Cost of the Item* Quantity of the Item. So its a calculated field and cannot be edited. If you want to change that, you need to go to Cards >> Project >> Select the Project and click on Budget. In the Budget Maintenance window you need to edit the Unit cost of the Cost category you selected in the PTE Employee Expense Entry.
Hope this helps :)
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