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Microsoft Dynamics SL (Archived)

Linking the PJNOTES table with to the Travel and Expense Report so approvers can see their employees' comments.

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Has anyone tried linking the PJNOTES table with to the Travel and Expense Report so approvers can see their employees' comments from their timecards?

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  • Community Member Profile Picture
    on at
    Re: Linking the PJNOTES table with to the Travel and Expense Report so approvers can see their employees' comments.

    Rusty

    Thanks for the quick feedback.  I'd be interested to hear if others have tried this solution and how their results turned out.

    Chuck

  • Suggested answer
    Russell Burleson Profile Picture
    55 on at
    Re: Linking the PJNOTES table with to the Travel and Expense Report so approvers can see their employees' comments.

    Chuck,

    Have you tried concatenating the fields in Crystal, and linking to a subreport  that prints the notes.  In theory it should always work, but I have had mixed results with this method.  To control it from the ROI screen, add a logical option to the screen, and use a ShortAnswerCaption field to show or hide the subreport.  Let me know if you need more info.      

  • Community Member Profile Picture
    on at
    Re: Linking the PJNOTES table with to the Travel and Expense Report so approvers can see their employees' comments.

    Carolyn

    Thanks for getting back to me.  Yes.  We are looking for comments from the Expense Report.  We found the same issue with the Key_value field as well.

    Hopefully, someone else can chime in as you noted.

    Chuck

  • Carolyn Kolpien Profile Picture
    on at
    Re: Linking the PJNOTES table with to the Travel and Expense Report so approvers can see their employees' comments.

    Hi Chuck,

    You mention the Travel and Expense report but I assume you want the comments from the expense report rather than from timecards.  Pjnotes cannot be added to print from ROI, basically because there is no noteid field in that table as there is in snotes so you can't link it to other tables to the db. Pjnotes has the Key_value field containing the Project/task/employee/date for example, so that's what poses a challenge in Crystal.  

    Maybe another partner will chime in who has found a way to make this work.

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