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Finance | Project Operations, Human Resources, ...
Suggested Answer

how you change the timesheet approver for the employee in D365?

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how you change the timesheet approver for the employee in D365?

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  • Suggested answer
    AR-01121610-0 Profile Picture
    4,971 Moderator on at

    Hy,

    you can usually change the approver if you go to the "Workflow history". At the bottom of the form are the worker listed who are currently assigned to the current work item(s). Here is also a button to reassign this work item to another worker.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi dip jani,

    Can you share details how you set up the approver?

    Do you want to change the approver one time only or shall this approver change be something permanent?

    Best regards,

    Ludwig

  • dip jani123 Profile Picture
    55 on at

    Hi Can you please share some image leval guidence.means in which module we can able to change the approver

  • dip jani123 Profile Picture
    55 on at

    Hi Could you please share some image.i want to change the temperory because one person is on leave and need to give approval to other person.

  • dip jani123 Profile Picture
    55 on at

    Could you please write down some step here.Thanks

    Regards.

  • Suggested answer
    AR-01121610-0 Profile Picture
    4,971 Moderator on at

    Hy dip,

    please go to "Workflow history" of the timesheet you want to change the approver.

    On the bottom of the form you see the currant assigned work items. Go to the line you want tio change the approver and the select "Reassign".

    pastedimage1634399901849v1.png

    In the next form select the worker you want to be the approver of the step.

  • dip jani123 Profile Picture
    55 on at

    How we can reach the timesheet for a particular employee.can you please write down the navigation step.Please.Please.Please..

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Please check this MS docs site.

    docs.microsoft.com/.../create-and-maintain-timesheets

    Its for AX2012 but things are still the same in D365.

    Best regards,

    Ludwig

  • Suggested answer
    AR-01121610-0 Profile Picture
    4,971 Moderator on at

    Hy dip,

    just go to "All timesheets".

    pastedimage1634446712758v1.png

    Select the desired timesheet which in state "review", then select "Workflow" and then history

    pastedimage1634446912955v2.png

    After that you can change the apprpver at the bottom ofthe form.

    pastedimage1634447486394v3.png

    If this does not work, may be your security role does not allow to change the approver.

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