Customer List in Timesheets

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Posted on by Robert Sammut

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Hi,

I'm setting up the Timesheets in the Project Management module of Dynamics AX 2012 R3. I created the Projects, Activities, Categories and assigned the workers to the Projects.

Now when an employee goes to enter a Timesheet she can see the projects that are assigned to her and all the customers. The problem is that I don't want an employee to see all customers but only those that are in her assigned projects.

Example - I have three projects:

Project 1, Customer A
Project 2, Customer B
Project 3, Customer C

Project 2 is assigned to worker Robert. When Robert goes to enter his timesheet he can only see Project 2 (which is correct), but in the Timesheet Line he can also see customers A, B & C (which is not correct) in the Customer drop-down list. I want Robert to see only customer B.

Is there some standard configuration for this or does it require a customization?

Thanks in advance.

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Hi,

In my current project we decided just to customize this drop-down list (plus the validate method on table).

Other possible solution is to configure XDS policy (although is is also a kind of customization).

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Robert Sammut 456 on at

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Thanks the reply Oleg, I've decided to do a customization too on the buildQueryCustomer method of the TSTimesheetLine table.

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