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Bulk Timesheet Approval

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Posted on by Nidhi bhandari

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Hi Everyone,

Hope everyone is fine and well.

Please help me on Bulk Timesheet Approval. I need to create a new button which can approve multiple timesheet in D365 finance and operation.

Please suggest on this.

Thanks

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Ludwig Reinhard Microsoft Employee on at

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Moved to the d365 forum

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Ludwig Reinhard Microsoft Employee on at

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Hi Nidhi,

There is no such feature.

Each timesheet needs to go through a workflow and you would have to adjust this functionality to bulk approve it.

Rather than doing that I wonder whether the time journal would not be sufficient for you and might save you the time and effort needed for making a system modification.

Best regards,

Ludwig

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Nidhi bhandari 105 on at

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Hi Ludwig,

Thanks for your response.

Yes I am aware about this no features in current version but as per my requirement, I need to develop/Customize this functionality.

Please help on this.

Thanks

Nidhi

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André Arnaud de Cal... 301,168 Super User 2025 Season 2 on at

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Hi Nidhi,

Note that this is against all best practices. The workflow is intended to have a check if the entry was correct. By creating such customization, the approvers will not review it anymore. Then I agree with Ludwig to set an auto approval. EDP auditors will probably not agree with a bulk approval.

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WillWU 22,363 on at

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Hi Nidhi,

I found a blog about your requirement and it is used in AX2012.

But I think the code will still work in D365FO.

Please have a look at the submitSourceDocumentImplementation method in the SourceDocumentProcessorFacade class.

See: mfmujahidmim.wordpress.com/.../

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Nidhi bhandari 105 on at

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Hi Will,

Thanks for your response. I tried it but it is not working in D365FO.

Code is complied with no error but no actions where performed.

Thanks

Nidhi

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Ludwig Reinhard Microsoft Employee on at

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Hi Nidhi,

Before you try to adjust something think twice whether this adjustment makes sense.

I think that you don't need to do this adjustment and it seems that you don't need the workflow.

So, why not going for hour journals instead where you just enter your time and post it; if you like in batch.

Best regards,

Ludwig

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Junaid Idrees on at

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Hi Nidhi,

Just thinking loudly, Can't you achieve this by creating an auto approval step in TS workflow with little modification where system should pick all Timesheet lines appearing on list page and approve them at once. Doesn't seems to me a complex modification but There is one drawback, you will by pass a review process as mentioned by Andre.

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